NATIONAL CONFERENCE OF BAR EXAMINERS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL CONFERENCE OF BAR EXAMINERS (EIN 36-2472009)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-11
- IRS object ID
- 202103159349305315
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T13:05:38-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362472009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CONFERENCE OF BAR EXAMINERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 6082808550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SOUTH BEDFORD STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537033622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH GUNDERSEN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6082808550 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | GUNDERSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDITH GUNDERSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SOUTH BEDFORD STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537033622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,788,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NCBEX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 107 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,614,934 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,340,918 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,658,102 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,255,222 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $39,284,236 | PYTotalRevenueAmt |
| CY Total Revenue | $28,610,140 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $159,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $236,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,340,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,555,146 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,496,302 | PYOtherExpensesAmt |
| CY Other Expenses | $8,118,912 | CYOtherExpensesAmt |
| PY Total Expenses | $21,995,565 | PYTotalExpensesAmt |
| CY Total Expenses | $20,910,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,288,671 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,700,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,341,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,874,886 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,912,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,196,453 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $125,428,906 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $152,678,433 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL CONFERENCE OF BAR EXAMINERS PROMOTES FAIRNESS, INTEGRITY, AND BEST PRACTICES IN ADMISSION TO THE LEGAL PROFESSION FOR THE BENEFIT AND PROTECTION OF THE PUBLIC. WE SERVE ADMISSION AUTHORITIES, COURTS, THE LEGAL EDUCATION COMMUNITY, AND CANDIDATES BY PROVIDING HIGH-QUALITY ASSESSMENT PRODUCTS, SERVICES AND RESEARCH; CHARACTER INVESTIGATIONS; AND INFORMATIONAL AND EDUCATIONAL RESOURCES AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,996,669 | ExpenseAmt |
| Revenue | $14,755,769 | RevenueAmt |
| Desc | EXAM SERVICES INCLUDE DEVELOPMENT AND ADMINISTRATION OF MULTISTATE BAR EXAM, MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM, MULTISTATE ESSAY EXAM, AND MULTISTATE PERFORMANCE TEST. 107,538 BAR EXAMINEES SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,146,867 | ExpenseAmt |
| Revenue | $5,583,195 | RevenueAmt |
| Desc | INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 13,213 BAR APPLICANTS SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,006,996 | ExpenseAmt |
| Grant | $236,000 | GrantAmt |
| Revenue | $1,954 | RevenueAmt |
| Desc | EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 1,006 INDIVIDUALS EDUCATED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,150,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 158 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 107 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI MILLARD | PersonNm |
| Phone | 6082808550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SOUTH BEDFORD ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537033622 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANN SCOTT TIMMER | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY SIMON | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE COLEMAN | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| AUGUSTIN RIVERA JR | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA MARTIN | ||||||||
| IMMEDIATE PAST CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DARIN SCHEER | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| HULETT ASKEW | ||||||||
| CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN MCALARY | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH GUNDERSEN | ||||||||
| PRESIDENT AND CEO | 37.50 | Yes (X) | $369,574 | $0 | $32,986 | Yes (X) | ||
| MARILYN WELLINGTON | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS THOMPSON | ||||||||
| SECRETARY | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SUZANNE RICHARDS | ||||||||
| CHAIR ELECT | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIMOTHY WONG | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| VICKI MILLARD | ||||||||
| CFO | 37.50 | $182,595 | $0 | $40,228 | Yes (X) | |||
| KELLIE EARLY | ||||||||
| CHIEF STRATEGY OFFICER | 37.50 | $215,129 | $0 | $30,114 | Yes (X) | |||
| KENT BRYE | ||||||||
| DIRECTOR OF IT | 37.50 | $178,097 | $0 | $39,015 | Yes (X) | |||
| MARK ALBANESE | ||||||||
| DIRECTOR OF TESTING AND RESEARCH | 37.50 | $272,981 | $0 | $39,175 | Yes (X) | |||
| BRAD GILBERT | ||||||||
| GENERAL COUNSEL AND CAO | 37.50 | $163,620 | $0 | $36,890 | Yes (X) | |||
| CHERRY BETH HILL | ||||||||
| DIR. OF TEST DEV, OPER & SECURITY | 37.50 | $166,174 | $0 | $30,574 | Yes (X) | |||
| DOUGLAS RIPKEY | ||||||||
| DEPUTY DIRECTOR OF TESTING | 37.50 | $167,156 | $0 | $38,773 | Yes (X) | |||
| MARK CONNALLY | ||||||||
| PRINCIPAL RESEARCH PSYCHOMETRICIAN | 37.50 | $177,413 | $0 | $34,283 | Yes (X) | |||
| MARK RAYMOND | ||||||||
| DIR. OF ASSESSMENT DESIGN & DELIVERY | 37.50 | $227,124 | $0 | $13,250 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,119,863 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NCS PEARSON INC | |||||
| 5601 GREEN VALLEY DRIVE | BLOOMINGTON | MN | 55437 | EXAM ADMINISTRATION | $3,145,732 |
| LSC COMMUNICATIONS LLC | |||||
| 211 ATHENS WAY SUITE 200 | NASHVILLE | TN | 37228 | PRINTING AND HANDLING EXAMS | $512,412 |
| EQUIFAX VERIFICATION SERVICES | |||||
| 11432 LACKLAND RD | ST LOUIS | MO | 63146 | EMPLOYMENT VERIFICATION SERVICES | $211,015 |
| SAN DIEGO MARRIOTT MARQUIS & MARINA | |||||
| 333 WEST HARBOR DR | SAN DIEGO | CA | 92101 | LODGING, CATERING AND CONFERENCE FACILIT | $145,138 |
| NATIONAL STUDENT CLEARINGHOUSE | |||||
| 2300 DULLES STATION BLVD STE 300 | HERNDON | VA | 20171 | EDUCATION VERIFICATION SERVICES | $142,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $14,000 | MembershipDuesAmt |
| Total Contributions | $14,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXAMINATION SERVICES | 611710 | $14,755,769 | $14,755,769 |
| INVESTIGATIVE SERVICES | 561611 | $5,583,195 | $5,583,195 |
| EDUCATION SERVICES | 611430 | $1,954 | $1,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,340,918 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,237,850 | TotalRevenueColumnAmt |
| Exclusion | $2,237,850 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,195,276 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,177,904 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,017,372 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,017,372 | TotalRevenueColumnAmt |
| Exclusion | $6,017,372 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,610,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,340,918 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,255,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,000 | TotalAmt |
| Program Services | $233,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,158 | TotalAmt |
| Program Services | $517,948 | ProgramServicesAmt |
| Management And General | $952,210 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,282,307 | TotalAmt |
| Program Services | $6,987,648 | ProgramServicesAmt |
| Management And General | $1,294,659 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,051 | TotalAmt |
| Program Services | $487,889 | ProgramServicesAmt |
| Management And General | $96,162 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,859 | TotalAmt |
| Program Services | $1,273,474 | ProgramServicesAmt |
| Management And General | $272,385 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,771 | TotalAmt |
| Program Services | $534,485 | ProgramServicesAmt |
| Management And General | $138,286 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,537 | TotalAmt |
| Program Services | $8,015 | ProgramServicesAmt |
| Management And General | $160,522 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,560 | TotalAmt |
| Management And General | $20,560 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,044 | TotalAmt |
| Management And General | $202,044 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,696 | TotalAmt |
| Program Services | $1,660,099 | ProgramServicesAmt |
| Management And General | $142,597 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,474 | TotalAmt |
| Program Services | $8,474 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,238 | TotalAmt |
| Program Services | $1,533,741 | ProgramServicesAmt |
| Management And General | $123,497 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,751 | TotalAmt |
| Program Services | $311,488 | ProgramServicesAmt |
| Management And General | $86,263 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,499 | TotalAmt |
| Program Services | $190,499 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,021 | TotalAmt |
| Program Services | $141,976 | ProgramServicesAmt |
| Management And General | $40,045 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,398 | TotalAmt |
| Program Services | $26,779 | ProgramServicesAmt |
| Management And General | $3,619 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039 | TotalAmt |
| Management And General | $1,039 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,701 | TotalAmt |
| Program Services | $18,273 | ProgramServicesAmt |
| Management And General | $21,428 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,185 | TotalAmt |
| Program Services | $450,984 | ProgramServicesAmt |
| Management And General | $127,201 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,511 | TotalAmt |
| Program Services | $34,268 | ProgramServicesAmt |
| Management And General | $59,243 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $2,669,296 | $2,669,296 | |
| TAXES & LICENSES | $62,880 | $51,873 | $11,007 |
| OTHER EXPENSES | $14,082 | $7,323 | $6,759 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,910,058 | TotalAmt |
| Program Services | $17,150,532 | ProgramServicesAmt |
| Management And General | $3,759,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,821,125 | BOYAmt |
| EOY | $8,747,910 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,603 | BOYAmt |
| EOY | $1,548,564 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,534 | BOYAmt |
| EOY | $149,816 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,874 | BOYAmt |
| EOY | $656,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,620,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,265,578 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,630 | BOYAmt |
| EOY | $8,355,254 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,588,578 | BOYAmt |
| EOY | $139,377,691 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,322 | BOYAmt |
| EOY | $39,322 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,341,666 | BOYAmt |
| EOY | $158,874,886 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,390 | BOYAmt |
| EOY | $1,267,483 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,767,370 | BOYAmt |
| EOY | $4,928,970 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912,760 | BOYAmt |
| EOY | $6,196,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,428,906 | BOYAmt |
| EOY | $152,678,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,428,906 | BOYAmt |
| EOY | $152,678,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,341,666 | BOYAmt |
| EOY | $158,874,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,700,082 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,093,610 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,544,165 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,000 | CurrentTaxYearAmt |
| Total | $58,800 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,840,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,648,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,464,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,614,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,340,918 | CurrentTaxYearAmt |
| Total | $107,909,098 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,851,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,659,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,475,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,626,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,354,918 | CurrentTaxYearAmt |
| Total | $107,967,898 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,468,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,088,336 | CurrentTaxYearAmt |
| Total | $5,556,470 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,468,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,088,336 | CurrentTaxYearAmt |
| Total | $5,556,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $102,411,428 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,447,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,610,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,963,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,433,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,237,850 | CurrentTaxYearAmt |
| Total | $9,692,678 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,447,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,610,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,963,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,433,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,237,850 | CurrentTaxYearAmt |
| Total | $9,692,678 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,298,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,270,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,439,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,059,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,592,768 | CurrentTaxYearAmt |
| Total | $117,660,576 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89390 | PublicSupportPY509Pct |
| Investment Income CY | 0.08240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,692,182 | OtherCostOrOtherBasisAmt |
| Book Value | $1,692,182 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,039,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,778,193 | DepreciationAmt |
| Book Value | $6,261,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,888,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,487,385 | DepreciationAmt |
| Book Value | $401,592 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,355,254 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,501,706 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,093,610 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $21,093,610 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,408,096 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $202,044 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $202,044 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,610,140 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,708,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,708,014 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $202,044 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $202,044 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,910,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CONFERENCE MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH THE TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE CONFERENCE DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COUNCIL ON LEGAL EDUCATION OPPORTUNITY INC | |||||||
| 2800 EISENHOWER AVE STE 220-41 | ALEXANDRIA | VA | 22314 | 454462410 | 501(C)(3) | $158,000 | 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. |
| ST MARY'S UNIVERSITY OF SAN ANTONIO TEXAS | |||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | 741143128 | 501(C)(3) | $25,000 | FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO FOUR GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2021 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. |
| DISTRICT OF COLUMBIA SCHOOL OF LAW FOUNDATION | |||||||
| 4340 CONNECTICUT AVE NW STE 454 | WASHINGTON | DC | 20008 | 521863674 | 501(C)(3) | $30,000 | FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO THREE GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2021 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. |
| UNIVERSITY OF NEW MEXICO FOUNDATION INC | |||||||
| 700 LOMAS BLVD NE TWO WOODWARD CTR | ALBUQUERQUE | NM | 87102 | 850275408 | 501(C)(3) | $20,000 | FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO FOUR GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2021 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 AND INCLUSION 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDITH GUNDERSEN | ||||||||||||||
| PRESIDENT AND CEO | $369,574 | $0 | $0 | $0 | $0 | $0 | $22,800 | $0 | $10,186 | $0 | $402,560 | $0 | $0 | $0 |
| MARK ALBANESE | ||||||||||||||
| DIRECTOR OF TESTING AND RESEARCH | $272,981 | $0 | $0 | $0 | $0 | $0 | $21,587 | $0 | $17,588 | $0 | $312,156 | $0 | $0 | $0 |
| KELLIE EARLY | ||||||||||||||
| CHIEF STRATEGY OFFICER | $215,129 | $0 | $0 | $0 | $0 | $0 | $16,966 | $0 | $13,148 | $0 | $245,243 | $0 | $0 | $0 |
| MARK RAYMOND | ||||||||||||||
| DIR. OF ASSESSMENT DESIGN & DELIVERY | $227,124 | $0 | $0 | $0 | $0 | $0 | $4,242 | $0 | $9,008 | $0 | $240,374 | $0 | $0 | $0 |
| VICKI MILLARD | ||||||||||||||
| CFO | $182,595 | $0 | $0 | $0 | $0 | $0 | $14,582 | $0 | $25,646 | $0 | $222,823 | $0 | $0 | $0 |
| KENT BRYE | ||||||||||||||
| DIRECTOR OF IT | $178,097 | $0 | $0 | $0 | $0 | $0 | $14,165 | $0 | $24,850 | $0 | $217,112 | $0 | $0 | $0 |
| MARK CONNALLY | ||||||||||||||
| PRINCIPAL RESEARCH PSYCHOMETRICIAN | $177,413 | $0 | $0 | $0 | $0 | $0 | $14,217 | $0 | $20,066 | $0 | $211,696 | $0 | $0 | $0 |
| DOUGLAS RIPKEY | ||||||||||||||
| DEPUTY DIRECTOR OF TESTING | $167,156 | $0 | $0 | $0 | $0 | $0 | $13,326 | $0 | $25,447 | $0 | $205,929 | $0 | $0 | $0 |
| BRAD GILBERT | ||||||||||||||
| GENERAL COUNSEL AND CAO | $163,620 | $0 | $0 | $0 | $0 | $0 | $12,908 | $0 | $23,982 | $0 | $200,510 | $0 | $0 | $0 |
| CHERRY BETH HILL | ||||||||||||||
| DIR. OF TEST DEV, OPER & SECURITY | $166,174 | $0 | $0 | $0 | $0 | $0 | $13,100 | $0 | $17,474 | $0 | $196,748 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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. THE CONFERENCE PAYS A HOUSING ALLOWANCE TO THE DIRECTOR OF ASSESSMENT DESIGN AND DELIVERY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS AND THE IMMEDIATE PAST CHAIR OF THE CORPORATION. THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN MANAGEMENT OF THE CORPORATION DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES WITH CERTAIN EXCEPTIONS AS SET FORTH IN ARTICLE VII, SECTION 1 OF THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 4 | EDITORIAL ADVISORY COMMITTEE RETITLED COMMUNICATIONS AND OUTREACH COMMITTEE AND SIZE REVISED FROM NO MORE THAN EIGHT PERSONS TO NO FEWER THAN EIGHT PERSONS. GOVERNANCE COMMITTEE MODIFIED FROM FIVE MEMBERS OF WHOM THREE ARE CURRENT TRUSTEES AND TWO FORMER TRUSTEES TO NO FEWER THAN FIVE MEMBERS WHO SHALL BE EITHER CURRENT OR FORMER TRUSTEES. |
| 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 LAST UNDERTAKEN IN 2017 FOR THE INITIAL 3 YEAR CONTRACT OF THE CURRENT PRESIDENT WHICH WAS RENEWED IN AUGUST 2020 FOR AN ADDITIONAL 3 YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFERENCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND INTERNAL FINANCIAL STATEMENTS FOR THE MOST RECENT FISCAL YEAR-END 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 4946(D): 1) MEMBERS OF THE CONFERENCE'S GOVERNING BODY AND POLICY-MAKING AND ADVISORY COMMITTEES. THE CONFERENCE PAYS TRAVEL EXPENSE 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 OR LOCAL PUBLIC OFFICIALS. FOR PURPOSES OF FORM 990, PART IX, LINE 18, THE CONFERENCE HAS USED INFORMATION AVAILABLE TO IT TO IDENTIFY FEDERAL, STATE AND LOCAL PUBLIC OFFICIALS WHOSE TRAVEL IS REPORTED. ALL TRAVELERS, WHETHER OR NOT THEY ARE FEDERAL, STATE OR LOCAL PUBLIC OFFICIALS, ARE REIMBURSED FOLLOWING THE SAME RULES UNDER THE CONFERENCE'S ACCOUNTABLE PLAN. |
| FORM 990, PART XI, LINE 9: | CUMULATIVE EFFECT OF ADOPTION OF ASC 606 -1,544,165. |