2021-11-11T13:05:38-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT AND CEO 6082808550 2021-11-10 1 JUDITH GUNDERSEN 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JUDITH GUNDERSEN 302 SOUTH BEDFORD STREET MADISON WI 537033622 55788044 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 12 107 85 0 0 11200 14000 24614934 20340918 14658102 8255222 0 0 39284236 28610140 159000 236000 0 0 11340263 12555146 0 0 0 10496302 8118912 21995565 20910058 17288671 7700082 128341666 158874886 2912760 6196453 125428906 152678433 X 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. 0 0 11996669 14755769 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. 4146867 5583195 INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 13,213 BAR APPLICANTS SERVED. 1006996 236000 1954 EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 1,006 INDIVIDUALS EDUCATED. 17150532 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 158 0 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X VICKI MILLARD 6082808550 302 SOUTH BEDFORD ST MADISON WI 537033622 ANN SCOTT TIMMER TRUSTEE 6.00 X 0 0 0 ANTHONY SIMON TRUSTEE 6.00 X 0 0 0 ARLENE COLEMAN TRUSTEE 6.00 X 0 0 0 AUGUSTIN RIVERA JR TRUSTEE 6.00 X 0 0 0 CYNTHIA MARTIN IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 DARIN SCHEER TRUSTEE 6.00 X 0 0 0 HULETT ASKEW CHAIR 6.00 X X 0 0 0 JOHN MCALARY TRUSTEE 6.00 X 0 0 0 JUDITH GUNDERSEN PRESIDENT AND CEO 37.50 X X 369574 0 32986 MARILYN WELLINGTON TRUSTEE 6.00 X 0 0 0 PHYLLIS THOMPSON SECRETARY 6.00 X X 0 0 0 SUZANNE RICHARDS CHAIR ELECT 6.00 X X 0 0 0 TIMOTHY WONG TRUSTEE 6.00 X 0 0 0 VICKI MILLARD CFO 37.50 X 182595 0 40228 KELLIE EARLY CHIEF STRATEGY OFFICER 37.50 X 215129 0 30114 KENT BRYE DIRECTOR OF IT 37.50 X 178097 0 39015 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 272981 0 39175 BRAD GILBERT GENERAL COUNSEL AND CAO 37.50 X 163620 0 36890 CHERRY BETH HILL DIR. OF TEST DEV, OPER & SECURITY 37.50 X 166174 0 30574 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 37.50 X 167156 0 38773 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 37.50 X 177413 0 34283 MARK RAYMOND DIR. OF ASSESSMENT DESIGN & DELIVERY 37.50 X 227124 0 13250 2119863 0 335288 32 0 1 0 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION 3145732 LSC COMMUNICATIONS LLC 211 ATHENS WAY SUITE 200 NASHVILLE TN 37228 PRINTING AND HANDLING EXAMS 512412 EQUIFAX VERIFICATION SERVICES 11432 LACKLAND RD ST LOUIS MO 63146 EMPLOYMENT VERIFICATION SERVICES 211015 SAN DIEGO MARRIOTT MARQUIS & MARINA 333 WEST HARBOR DR SAN DIEGO CA 92101 LODGING, CATERING AND CONFERENCE FACILIT 145138 NATIONAL STUDENT CLEARINGHOUSE 2300 DULLES STATION BLVD STE 300 HERNDON VA 20171 EDUCATION VERIFICATION SERVICES 142846 8 14000 14000 EXAMINATION SERVICES 611710 14755769 14755769 INVESTIGATIVE SERVICES 561611 5583195 5583195 EDUCATION SERVICES 611430 1954 1954 20340918 2237850 2237850 33195276 27177904 6017372 6017372 6017372 28610140 20340918 0 8255222 X 233000 233000 3000 3000 1470158 517948 952210 8282307 6987648 1294659 584051 487889 96162 1545859 1273474 272385 672771 534485 138286 168537 8015 160522 20560 20560 202044 202044 1802696 1660099 142597 8474 8474 1657238 1533741 123497 397751 311488 86263 190499 190499 182021 141976 40045 30398 26779 3619 1039 1039 39701 18273 21428 578185 450984 127201 93511 34268 59243 CONTRACT SERVICES 2669296 2669296 TAXES & LICENSES 62880 51873 11007 OTHER EXPENSES 14082 7323 6759 20910058 17150532 3759526 0 6821125 8747910 2168603 1548564 301534 149816 633874 656329 15620832 7265578 8788630 8355254 109588578 139377691 39322 39322 128341666 158874886 1145390 1267483 1767370 4928970 2912760 6196453 X 125428906 152678433 125428906 152678433 128341666 158874886 X 7700082 21093610 -1544165 X 0 1 X 1 0 X 11200 11200 11200 11200 14000 58800 19840008 20648575 22464663 24614934 20340918 107909098 19851208 20659775 22475863 24626134 20354918 107967898 0 3468134 2088336 5556470 3468134 2088336 5556470 102411428 1447346 1610847 1963373 2433262 2237850 9692678 1447346 1610847 1963373 2433262 2237850 9692678 21298554 22270622 24439236 27059396 22592768 117660576 0.87040 0.89390 0.08240 0.07570 X 1692182 1692182 11039673 4778193 6261480 2888977 2487385 401592 8355254 X 49501706 21093610 21093610 28408096 202044 202044 28610140 20708014 0 20708014 202044 202044 20910058 PART X, LINE 2: 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. 1 COUNCIL ON LEGAL EDUCATION OPPORTUNITY INC 2800 EISENHOWER AVE STE 220-41 ALEXANDRIA VA 22314 454462410 501(C)(3) 158000 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) 25000 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) 30000 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) 20000 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. 4 0 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 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. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JUDITH GUNDERSEN PRESIDENT AND CEO 369574 0 0 0 0 0 22800 0 10186 0 402560 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 272981 0 0 0 0 0 21587 0 17588 0 312156 0 0 0 KELLIE EARLY CHIEF STRATEGY OFFICER 215129 0 0 0 0 0 16966 0 13148 0 245243 0 0 0 MARK RAYMOND DIR. OF ASSESSMENT DESIGN & DELIVERY 227124 0 0 0 0 0 4242 0 9008 0 240374 0 0 0 VICKI MILLARD CFO 182595 0 0 0 0 0 14582 0 25646 0 222823 0 0 0 KENT BRYE DIRECTOR OF IT 178097 0 0 0 0 0 14165 0 24850 0 217112 0 0 0 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 177413 0 0 0 0 0 14217 0 20066 0 211696 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 167156 0 0 0 0 0 13326 0 25447 0 205929 0 0 0 BRAD GILBERT GENERAL COUNSEL AND CAO 163620 0 0 0 0 0 12908 0 23982 0 200510 0 0 0 CHERRY BETH HILL DIR. OF TEST DEV, OPER & SECURITY 166174 0 0 0 0 0 13100 0 17474 0 196748 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. THE CONFERENCE PAYS A HOUSING ALLOWANCE TO THE DIRECTOR OF ASSESSMENT DESIGN AND DELIVERY. 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.