2017-10-25T11:05:13-05:00 2017-06-30 390857178 SMITH & GESTELAND LLP PO BOX 1764 MADISON WI 53701 990 2016-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT 6082808550 2017-10-24 1 KEITH H BAUMGARTNER P00187845 6088367500 71.13.118.18 2017-10-24 10:50:18 CD P 9224038AAC225784629A115C2D68867C2B5E092E BC9C8F3DA8534C15B8167071CC0A49CD3C15A948 2016 2021-01-29 14:40:06Z JUDITH GUNDERSEN 302 S BEDFORD ST MADISON WI 537033622 34989607 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 89 97 0 0 11200 11200 18127698 19840008 4390963 2890830 0 0 22529861 22742038 9000 10000 0 0 7664274 8434323 0 0 0 8597905 8849535 16271179 17293858 6258682 5448180 91313267 103152195 1474496 1550453 89838771 101601742 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 9419749 14967698 EXAM SERVICES INCLUDE DEVELOPMENT AND ADMINISTRATION OF MULTISTATE BAR EXAM, MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM, MULTISTATE ESSAY EXAM, AND MULTISTATE PERFORMANCE TEST. 198,682 BAR EXAMINEES SERVED. 3224294 4848788 INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 12,255 BAR APPLICANTS SERVED. 1290010 10000 23522 EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 488 INDIVIDUALS EDUCATED. 13934053 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 107 0 89 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 ERICA MOESER PRESIDENT 37.50 X X 405005 0 21200 ROBERT CHONG CHAIR 6.00 X X 0 0 0 THOMAS BICE IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 REBECCA WHITE BERCH CHAIR ELECT 6.00 X X 0 0 0 MICHELE GAVAGNI 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 GORDON MACDONALD TRUSTEE 6.00 X 0 0 0 CYNTHIA MARTIN 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 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 143843 0 32991 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 220306 0 32709 KENT BRYE DIRECTOR OF IT 37.50 X 152905 0 33029 KELLIE EARLY CHIEF OPERATING OFFICER 37.50 X 173339 0 30838 MARK CONNALLY SENIOR RESEARCH PSYCHOMETRICIAN 37.50 X 143102 0 33040 JUDITH GUNDERSEN DIRECTOR OF TEST OPERATIONS 37.50 X 131388 0 25226 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 37.50 X 129126 0 31632 MICHAEL TALLMAN DEPUTY DIRECTOR OF IT 37.50 X 117664 0 30701 ANDREW MROCH RESEARCH PSYCHOMETRICIAN 37.50 X 116360 0 30556 1733038 0 301922 12 0 1 0 LAW SCHOOL ADMISSION COUNCIL INC 662 PENN ST NEWTOWN PA 189402176 EXAM ADMINISTRATION 2957785 LSC COMMUNICATIONS INC 1005 COMMERCIAL DRIVE OWENSVILLE MO 65066 PRINTING AND HANDLING EXAMS 241141 GRAND HYATT WASHINGTON 1000 H STREET NW WASHINGTON DC 20001 LODGING, CATERING AND CONFERENCE FACILIT 205493 RR DONNELLEY 1005 COMMERCIAL DRIVE OWENSVILLE MO 65066 PRINTING AND HANDLING EXAMS 141735 NPC INC 13710 DUNNINGS HWY CLAYSBURG PA 166257802 PRINTING AND HANDLING EXAMS 123687 6 11200 11200 EXAMINATION SERVICES 611710 14967698 14967698 INVESTIGATIVE SERVICES 561611 4848788 4848788 EDUCATION SERVICES 611430 23522 23522 19840008 1447346 1447346 13691053 12243602 3967 1447451 -3967 1443484 1443484 22742038 19840008 0 2890830 X 10000 10000 1287040 398014 889026 5228847 4314192 914655 377240 313045 64195 1087432 905621 181811 453764 345980 107784 27922 27922 14800 14800 152775 152775 1288760 1126520 162240 598 598 1454664 1331626 123038 260592 201661 58931 215187 167861 47326 1412784 1100951 311833 272020 172211 99809 139989 137242 2747 582388 454263 128125 79061 25274 53787 CONTRACT SERVICES 2880112 2880112 TAXES AND FEES 57672 47434 10238 10211 1448 8763 17293858 13934053 3359805 0 5805645 5993359 954546 1245940 378571 563275 453027 524429 14977317 5313642 10028285 9663675 73653871 85122195 39322 39322 91313267 103152195 928021 869056 546475 681397 1474496 1550453 X 89838771 101601742 89838771 101601742 91313267 103152195 5448180 6314791 0 X 0 1 X 1 0 X 11200 11200 11200 11200 11200 56000 16901909 17527789 17832853 18127698 19840008 90230257 16913109 17538989 17844053 18138898 19851208 90286257 0 0 0 90286257 712253 798759 960707 1212284 1447346 5131349 712253 798759 960707 1212284 1447346 5131349 575 923 1498 17625937 18338671 18804760 19351182 21298554 95419104 0.94620 0.95150 0.05380 0.04840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE 1692182 1692182 10901245 3331741 7569504 2383890 1981901 401989 9663675 28904054 6314791 -152775 6162016 22742038 0 22742038 17141083 0 17141083 152775 152775 17293858 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -152,775. 1 GRANTS FOR RESEARCH 2 10000 PART I, LINE 2: GRANTS ARE MADE 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 ERICA MOESER PRESIDENT 405005 0 0 0 0 0 21200 0 0 0 426205 0 0 0 VICKI MILLARD CHIEF FINANCIAL OFFICER 143843 0 0 0 0 0 11680 0 21311 0 176834 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 220306 0 0 0 0 0 17716 0 14993 0 253015 0 0 0 KENT BRYE DIRECTOR OF IT 152905 0 0 0 0 0 12360 0 20669 0 185934 0 0 0 KELLIE EARLY CHIEF OPERATING OFFICER 173339 0 0 0 0 0 14008 0 16830 0 204177 0 0 0 MARK CONNALLY SENIOR RESEARCH PSYCHOMETRICIAN 143102 0 0 0 0 0 11865 0 21175 0 176142 0 0 0 JUDITH GUNDERSEN DIRECTOR OF TEST OPERATIONS 131388 0 0 0 0 0 10712 0 14514 0 156614 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 129126 0 0 0 0 0 10547 0 21085 0 160758 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.