2023-08-24T08:51:45-05:00 2022-12-31 363524803 CJBS LLC 2100 SANDERS ROAD SUITE 200 NORTHBROOK IL 60062 990 2022-01-01 410654864 AMERICAN BOARD OF PSYCHIATRY AND NEUROLOGY INC AMER 8472296550 7 PARKWAY NORTH DEERFIELD IL 60015 JEFFREY LYNESS MD PRESIDENT AND CEO 8472296550 2023-08-16 1 JEFFREY LYNESS MD 999009999 0 ANDREW R LOTTS CPA P00543142 8479452888 2023-08-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY LYNESS MD 7 PARKWAY NORTH DEERFIELD IL 60015 49759840 0 X WWW.ABPN.COM X 1934 DE THE MISSION OF THE ABPN IS TO PROMOTE AND ASSESS THE COMPETENCE OF PSYCHIATRISTS AND NEUROLOGISTS TO PROVIDE HIGH QUALITY PATIENT CARE BY: ESTABLISHING STANDARDS AND REQUIREMENTS FOR INITIAL AND CONTINUING CERTIFICATION; IMPLEMENTING STATE-OF-THE-ART TESTING METHODS TO EVALUATE CANDIDATE AND DIPLOMATE COMPETENCIES; ENCOURAGING AND ASSESSING DIPLOMATE INVOLVEMENT IN LIFELONG LEARNING; APPLYING AVAILABLE TECHNOLOGIES AND INFORMATION TO COLLECT AND ANALYZE PERTINENT DATA; COMMUNICATING AND COLLABORATING WITH TRAINING PROGRAMS, RESIDENTS, CANDIDATES, DIPLOMATES, PROFESSIONAL AND HEALTH CARE ORGANIZATIONS, AND THE PUBLIC; SUPPORTING INNOVATIVE EDUCATIONAL AND RESEARCH PROGRAMS RELEVANT TO PSYCHIATRISTS AND NEUROLOGISTS; AND OPERATING INTERNAL PROGRAMS AND SERVICES EFFECTIVELY AND EFFICIENTLY. 17 16 45 323 0 0 0 0 18251101 27830169 11078850 3730436 55750 11000 29385701 31571605 5700000 5400000 0 0 5988674 7590992 0 0 0 5483348 7743258 17172022 20734250 12213679 10837355 183693828 176315362 5570768 6760518 178123060 169554844 X THE MISSION OF THE ABPN IS TO PROMOTE AND ASSESS THE COMPETENCE OF PSYCHIATRISTS AND NEUROLOGISTS BY: ESTABLISHING REQUIREMENTS FOR INITIAL AND CONTINUING CERTIFICATION; IMPLEMENTING STATE-OF-THE-ART TESTING METHODS TO EVALUATE CANDIDATE AND DIPLOMATE COMPETENCIES; PROMOTING AND ASSESSING DIPLOMATE INVOLVEMENT IN LIFELONG LEARNING; APPLYING AVAILABLE TECHNOLOGIES AND INFORMATION TO COLLECT AND ANALYZE PERTINENT DATA; COMMUNICATING AND COLLABORATING WITH TRAINING PROGRAMS, RESIDENTS, CANDIDATES, DIPLOMATES, PROFESSIONAL AND HEALTH CARE ORGANIZATIONS, AND THE PUBLIC; SUPPORTING INNOVATIVE EDUCATIONAL AND RESEARCH PROGRAMS RELEVANT TO PSYCHIATRISTS AND NEUROLOGISTS; AND OPERATING INTERNAL PROGRAMS AND SERVICES EFFECTIVELY AND EFFICIENTLY. 0 0 13393098 5519073 27841169 EXAMINATION FEES. EXAMINING CANDIDATES IN VARIOUS SPHERES OF PSYCHIATRY AND NEUROLOGY, GRANTING AND ISSUING CERTIFICATES TO THOSE DEEMED COMPETENT BY THE AMERICAN BOARD OF PSYCHIATRY & NEUROLOGY, INC. 13393098 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 42 0 45 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBIN CALLEN 8472296500 7 PARKWAY NORTH DEERFIELD IL 60015 JEFFREY M LYNESS MD VICE CHAIR 40.00 X X 166222 0 2887 ALLISON BRASHEAR MD SECRETARY 5.00 X X 21000 0 0 LARRY FAULKNER PRESIDENT/CEO 40.00 X X 762056 0 415930 JOHN B BODENSTEINER MD CHAIR 5.00 X X 21000 0 0 CHRISTOPHER R THOMAS MD TREASURER 5.00 X X 21000 0 0 SHELDON BENJAMIN MD DIRECTOR 5.00 X 21000 0 0 DAVID C HENDERSON MD DIRECTOR 5.00 X 21000 0 0 ERICA P GREENE MD DIRECTOR 5.00 X 21000 0 0 STEVEN LEWIS MD DIRECTOR 5.00 X 21000 0 0 IMRAN ALI MD DIRECTOR 5.00 X 21000 0 0 ROBERT BOLAND MD DIRECTOR 5.00 X 21000 0 0 JOAN ANZIA MD DIRECTOR 5.00 X 21000 0 0 NINA SCHOR MD DIRECTOR 5.00 X 0 0 0 JOSEPHA A CHEONG MD DIRECTOR 5.00 X 21000 0 0 AMY BROOKS-KAYAL MD DIRECTOR 5.00 X 21000 0 0 TERRENCE L CASCINO MD DIRECTOR 5.00 X 21000 0 0 ANDREA G STOLAR MD DIRECTOR 5.00 X 21000 0 0 JAFFAR KHAN MD DIRECTOR 5.00 X 21000 0 0 ROBIN CALLEN CFO & DIR. OF ADMIN 40.00 X 377875 0 122718 DORTHEA JUUL VP OF RESEARCH & DEV 40.00 X 385273 0 136920 LINJUN SHEN VP TEST DEVELOPMENT 40.00 X 377693 0 105559 KEVIN FITZPATRICK CHIEF INFORM. OFFICE 40.00 X 233761 0 63361 PATRICIA VONDRAK DIRECTOR-OPERATIONS 40.00 X 364557 0 115458 JEFF ZUERLEIN SENIOR SOFTWARE DEVELOPMEN 40.00 X 118525 0 14816 JENNIFER VOLLMER SCORING SERVICES & R&D PRO 40.00 X 123324 0 77484 YONG LI PSYCHOMETRICIAN 40.00 X 113549 0 39174 ALLISON HASCHKE DIRECTOR OF HUMAN RESOURCE 40.00 X 115299 0 44797 KRISTIN O'BRIEN MANAGER, TEST DEVELOPMENT 40.00 X 101563 0 13435 3554697 0 1152539 13 0 1 0 POLARIS SOLUTIONS LLC 10820 SUNSET OFFICE DRIVE SUNSET HILLS MO 63127 CUSTOM SOFTWARE 1228128 MITCHELL BARLOW & MANSFIELD NINE EXCHANGE PLACE SUITE 600 SALT LAKE CITY UT 84111 LEGAL SERVICES 578071 ISAACSON MILLER INC 263 SUMMER STREET 7TH FLOOR BOSTON MA 02210 RECRUITING SERVICES 100549 3 EXAMINATION FEES 541900 17658087 17658087 MAINTENANCE OF CERTIFICATION INCO 541900 9580374 9580374 TRAINING PG FEE AND OTHER FEE 541900 591708 591708 27830169 2965485 2965485 18953186 18188235 764951 764951 764951 FEES INTERNATIONAL PROJECTS 541900 11000 11000 11000 31571605 27841169 0 3730436 4900000 500000 3808880 2985503 194281 279872 322456 652165 51300 230932 173517 45927 119842 587556 63232 1391711 936916 230280 PRODUCTION EXPENSE 1089086 BANK FEES 723561 ASSESSMENTS OF ABMS 574342 POOL QUESTION TASK FORC 271897 600994 20734250 1827846 1821777 18335110 23977056 6172181 8672029 2342567 3807776 26641346 5711541 21836687 20929805 98615815 90856074 30973188 24951774 65869 40926 3524565 1258145 183693828 176315362 1253484 1164621 3607695 4681170 709589 914727 5570768 6760518 X 178123060 169554844 178123060 169554844 183693828 176315362 X 10837355 -16585069 -2820502 X X 0 1 X 1 0 3158613 3158613 19787730 2911030 16876700 3695003 2800511 894492 20929805 MUTUAL FUNDS - EQUITY FUNDS 24951774 F 24951774 DEFERRED COMPENSATION & BENEFITS 869280 FINANCIAL LEASE 45447 914727 X 11935102 -16585069 -2820502 -19405571 31340673 230932 230932 31571605 20503318 0 20503318 230932 230932 20734250 PART X, LINE 2: BASED ON A REVIEW OF POLICIES AND PRACTICES, ABPN HAS DETERMINED THAT AS OF DECEMBER 31, 2022 AND 2021 THE ORGANIZATION WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT IT IS OBLIGATED TO DISCLOSE IN ACCORDANCE WITH FASB'S ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES. ADDITIONALLY, THERE WERE NO RETURNS OPEN TO REVIEW OR UNDER REVIEW BY TAXING AUTHORITIES IN EXCESS OF ANNUAL STATUTORY PERIODS WHICH IS TYPICALLY THREE YEARS. ABPN FOLLOWS A CONSERVATIVE APPROACH OF RESEARCH, OPEN DISCLOSURE, AND COMPLIANCE IN REGARD TO ITS TAX-EXEMPT STATUS AND POSITIONS HELD. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIOD COST -2,820,502. 1 AMERICAN PSYCHIATRIC ASSOCIATION (APA) 800 MAINE AVE SW SUITE 900 WASHINGTON DC 20024 522168499 501(C)(6) 2000000 0 TO SUPPORT THE AVAILABILITY OF EDUCATION CREDITS FOR ITS DIPLOMATES AND THE APA'S REGISTRY AMERICAN ACADEMY OF NEUROLOGY INSTITUTE (AANI) 201 CHICAGO AVE MINNEAPOLIS MN 55415 410726167 501(C)(3) 2000000 0 TO SUPPORT THE AVAILABILITY OF EDUCATION CREDITS FOR ITS DIPLOMATES AND THE AANI'S REGISTRY AMERICAN EPILEPSY SOCIETY 135 S LASALLE STREET SUITE 2850 CHICAGO IL 60603 046112600 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT NEUROCRITICAL CARE SOCIETY 330 N WABASH AVENUE SUITE 2000 CHICAGO IL 60611 550797286 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT AMERICAN ASSOC OF NEUROMUSCULAR & ELECTRODIAGNOSTIC MEDICINE 2621 SUPERIOR DR NW ROCHESTER MN 55901 416036691 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT ACADEMY OF CONSULTATION-LIAISON PSYCHIATRY 4800 HAMPDEN LANE SUITE 200 BETHESDA MD 20814 721235048 501(C)(6) 100000 0 UNRESTRICTED EDUCATIONAL GRANT AMERICAN ACADEMY OF ADDICTION PSYCHIATRY 400 MASSASOIT AVENUE SUITE 307 EAST PROVIDENCE RI 02914 521460623 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT AMERICAN ASSOCIATION FOR GERIATRIC PSYCHIATRY 6728 OLD MCLEAN VILLAGE DRIVE MCLEAN VA 22101 521945946 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT AMERICAN CLINICAL NEUROPHYSIOLOGY SOCIETY 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 416035948 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT CHILD NEUROLOGY SOCIETY 1000 WEST COUNTY ROAD E SUITE 290 ST PAUL MN 55126 237359775 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT AMERICAN ACADEMY OF PSYCHIARTRY AND THE LAW ONE REGENCY DRIVE PO BOX 30 BLOOMFIELD CT 06002 382247667 501(C)(3) 100000 0 UNRESTRICTED EDUCATIONAL GRANT 9 11 FACULTY FELLOWSHIPS 8 400000 RESEARCH AWARDS 2 100000 PART I, LINE 2: FELLOWS ARE SELECTED THROUGH A PEER-REVIEW PROCESS MANAGED BY THE ABPN'S FACULTY FELLOWSHIP COMMITTEE THAT INCLUDES ABPN DIRECTORS, NEUROLOGY AND PSYCHIATRY DEPARTMENT CHAIRS AND RESIDENCY PROGRAM DIRECTORS. APPLICANTS MUST BE CERTIFIED BY THE ABPN,PARTICIPATE IN THE ABPN'S MAINTENANCE OF CERTIFICATION PROGRAM, HOLD AN UNRESTRICTED LICENSE TO PRACTICE MEDICINE IN THE UNITED STATES, COMPLY WITH THE ABPN'S CONFLICT OF INTEREST POLICIES AND PROCEDURES, AND HOLD A FACULTY APPOINTMENT IN A U.S. LCME - ACCREDITED MEDICAL SCHOOL. FACULTY INNOVATION IN EDUCATION FELLOWSHIP AWARD - UP TO TWO PSYCHIATRY FELLOWS AND TWO NEUROLOGY FELLOWS ARE SELECTED FOR THESE AWARDS. THE DURATION OF THE FELLOWSHIP WILL NORMALLY BE FOR TWO YEARS WITH A MAXIMUM AMOUNT OF FUNDING OF $50,000 PER YEAR TOTALING $100,000 OVER THE TWO-YEAR'S FUNDING PERIOD. THE AWARD IS INTENDED TO SUPPORT THE DEVELOPMENT OF INNOVATIVE EDUCATION AND/OR EVALUATION PROJECTS THAT PROMOTE EFFECTIVE RESIDENCY/FELLOWSHIP TRAINING OR LIFELONG LEARNING OF PRACTICING PSYCHIATRISTS AND NEUROLOGISTS. PREFERENCE WILL BE GIVEN TO PROJECTS THAT HAVE THE POTENTIAL FOR USE AT MORE THAN ONE SITE AND TO APPLICANTS WHO ARE AT A JUNIOR OR MID-FACULTY LEVEL. RESEARCH AWARD PROGRAM - UP TO TWO PSYCHIATRY FELLOWS AND TWO NEUROLOGY FELLOWS ARE SELECTED FOR THE RESEARCH AWARD PROGRAM. THE RESEARCH PROJECTS WILL HELP THE ORGANIZATION UNDERSTAND THE STRENGTHS AND WEAKNESSES OF ITS CURRENT CERTIFICATION AND MOC PROCESSES AND SUGGEST WHERE IMPROVEMENTS MIGHT BE MADE. AWARDEES WILL RECEIVE UP TO $100,000 TO COVER SALARY, FRINGE BENEFITS, AND OTHER DIRECT COSTS OF THE PROJECT AND THEIR PROJECTS MAY TAKE ONE OR TWO YEARS TO COMPLETE. X 1 1 X X X X X X 0 1 0 LARRY FAULKNER PRESIDENT/CEO 762056 0 0 0 0 0 381291 0 34639 0 1177986 0 0 0 DORTHEA JUUL VP OF RESEARCH & DEV 385273 0 0 0 0 0 119583 0 17337 0 522193 0 0 0 ROBIN CALLEN CFO & DIR. OF ADMIN 377875 0 0 0 0 0 87036 0 35682 0 500593 0 0 0 LINJUN SHEN VP TEST DEVELOPMENT 377693 0 0 0 0 0 65328 0 40231 0 483252 0 0 0 PATRICIA VONDRAK DIRECTOR-OPERATIONS 364557 0 0 0 0 0 77533 0 37925 0 480015 0 0 0 KEVIN FITZPATRICK CHIEF INFORM. OFFICE 233761 0 0 0 0 0 38946 0 24415 0 297122 0 0 0 JENNIFER VOLLMER SCORING SERVICES & R&D PRO 123324 0 0 0 0 0 41947 0 35537 0 200808 0 0 0 JEFFREY M LYNESS MD VICE CHAIR 145222 0 0 0 21000 0 0 0 2887 0 169109 0 0 0 ALLISON HASCHKE DIRECTOR OF HUMAN RESOURCE 115299 0 0 0 0 0 13890 0 30907 0 160096 0 0 0 YONG LI PSYCHOMETRICIAN 113549 0 0 0 0 0 14563 0 24611 0 152723 0 0 0 PART I, LINE 4B ABPN HAS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER IRS CODE 457(F) FOR THE PRESIDENT/CEO. THE PLAN ACCOUNT WAS FUNDED WITH A MONTHLY CONTRIBUTION OF 30% OF THE PRESIDENT'S SALARY FOR THAT MONTH. FORM 990, PART VI, SECTION B, LINE 11B THE CFO/DIRECTOR OF FINANCE & ADMINISTRATION HAS BEEN DESIGNATED TO HAVE THE PRIMARY AND PRINCIPAL RESPONSIBILITY FOR COORDINATING THE PREPARATION AND APPROVAL PROCESS. A DRAFT OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT, AND THE TREASURER PROVIDES FINAL APPROVAL FOR THE RETURN TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ABPN HAS A CONFLICT OF INTEREST COMMITTEE THAT EVALUATES CONFLICT OF INTEREST MATTERS AND PROPOSES POLICY RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 15A: THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING THE CEO'SCOMPENSATION; THIS RECOMMENDATION UTILIZES A COMPENSATION STUDY OR SURVEYAND MAY ALSO BE BASED UPON OTHER RELEVANT INDUSTRY DATA, CURRENT TRENDS,ORGANIZATION-SPECIFIC FACTORS, ETC. THE BOARD APPROVES THE COMPENSATION VIA ITS VOTE ON THE ANNUAL BUDGET. 15B: THE CEO IS RESPONSIBLE FOR APPROVING COMPENSATION FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ABPN WOULD MAKE SUCH DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE DISCRETION OF ITS LEADERSHIP. FORM 990, PART XI, LINE 9: FEES NETTED FOR FINANCIAL STATEMENT PURPOSES -230,932. PENSION RELATED CHANGES OTHER THAN NET PERIODIC COST -2,820,502. FEES NETTED FOR FINANCIAL STATEMENT PURPOSES 230,932. PART XII LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT