2020-10-27T14:20:38-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT AND CEO 6082808550 2020-10-27 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2020-10-19 67.137.57.251 2020-10-27 08:24:03 CD P E2E5627F010A72ED91BAB7BC52DCA19DD728939A BBAE368689A7C6025CC7A80CB9434A4F7DB196D6 2019 2021-01-29 14:40:06Z JUDITH GUNDERSEN 302 SOUTH BEDFORD STREET MADISON WI 537033622 124503180 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 12 109 88 0 0 11200 11200 22464663 24614934 3206735 14658102 0 0 25682598 39284236 157000 159000 0 0 10140612 11340263 0 0 0 10818174 10496302 21115786 21995565 4566812 17288671 122482374 128341666 2883638 2912760 119598736 125428906 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 12942307 19166610 EXAM SERVICES INCLUDE DEVELOPMENT AND ADMINISTRATION OF MULTISTATE BAR EXAM, MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM, MULTISTATE ESSAY EXAM, AND MULTISTATE PERFORMANCE TEST. 201,595 BAR EXAMINEES SERVED. 4187284 5446535 INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 13,035 BAR APPLICANTS SERVED. 1172000 159000 1789 EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 225 INDIVIDUALS EDUCATED. 18301591 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 144 0 109 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 JUDITH GUNDERSEN PRESIDENT AND CEO 37.50 X X 335968 0 32285 CYNTHIA MARTIN CHAIR 6.00 X X 0 0 0 MICHELE GAVAGNI IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 HULETT ASKEW CHAIR ELECT 6.00 X X 0 0 0 SUZANNE RICHARDS SECRETARY 6.00 X X 0 0 0 PATRICK DIXON TRUSTEE 6.00 X 0 0 0 JOHN MCALARY TRUSTEE 6.00 X 0 0 0 AUGUSTIN RIVERA JR 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 ANN SCOTT TIMMER TRUSTEE 6.00 X 0 0 0 TIMOTHY WONG TRUSTEE 6.00 X 0 0 0 VICKI MILLARD CFO 37.50 X 171205 0 38637 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 250595 0 37014 KELLIE EARLY CHEIF STRATEGY OFFICER 37.50 X 203375 0 26482 KENT BRYE DIRECTOR OF IT 37.50 X 167625 0 37468 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 37.50 X 167273 0 32953 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 37.50 X 157548 0 37227 BRAD GILBERT GENERAL COUNSEL AND CAO 37.50 X 153900 0 35287 CHERRY BETH HILL DIRECTOR OF TEST DEVELOPMENT, OPERATIONS & SECURIT 37.50 X 145655 0 31092 ANDREW MROCH SR. RESEARCH PSYCHOMETRICIAN 37.50 X 131619 0 35281 1884763 0 343726 25 0 1 0 LAW SCHOOL ADMISSION COUNCIL INC 662 PENN ST NEWTOWN PA 189402176 EXAM ADMINISTRATION AND JOINT CONFERENCE 3899703 LSC COMMUNICATIONS INC 1005 COMMERCIAL DRIVE OWENSVILLE MO 65066 PRINTING AND HANDLING EXAMS 381975 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION 290934 HYATT REGENCY SAN FRANCISCO 5 EMBARCADERO CENTER SAN FRANCISCO CA 94111 LODGING, CATERING AND CONFERENCE FACILIT 290675 UPS PO BOX 7247-0244 PHILADELPHIA PA 19170 PACKAGE DELIVERY SERVICES 258900 10 11200 11200 EXAMINATION SERVICES 611710 19166610 19166610 INVESTIGATIVE SERVICES 561611 5446535 5446535 EDUCATION SERVICES 611430 1789 1789 24614934 2433262 2433262 97443784 85218944 12224840 12224840 12224840 39284236 24614934 0 14658102 X 150000 150000 9000 9000 1363865 460987 902878 7416839 6189435 1227404 512328 420814 91514 1428736 1182183 246553 618495 486007 132488 63248 2140 61108 16250 16250 177585 177585 1862491 1761225 101266 893 893 1663614 1550862 112752 327117 255228 71889 123312 123312 183318 142995 40323 1125541 896276 229265 167359 112523 54836 52921 38058 14863 578961 451590 127371 94907 36481 58426 CONTRACT SERVICES 3965672 3965672 TAXES & LICENSES 63336 52463 10873 OTHER EXPENSES 29777 13447 16330 21995565 18301591 3693974 0 4242644 6821125 1426815 2168603 935176 301534 585395 633874 15476693 6688063 9142191 8788630 106110831 109588578 39322 39322 122482374 128341666 975703 1145390 1907935 1767370 2883638 2912760 X 119598736 125428906 119598736 125428906 122482374 128341666 17288671 -11458501 0 X 0 1 X 1 0 X 11200 11200 11200 11200 11200 56000 18127698 19840008 20648575 22464663 24614934 105695878 18138898 19851208 20659775 22475863 24626134 105751878 0 3468134 3468134 3468134 3468134 102283744 1212284 1447346 1610847 1963373 2433262 8667112 1212284 1447346 1610847 1963373 2433262 8667112 19351182 21298554 22270622 24439236 27059396 114418990 0.89390 0.93220 0.07570 0.06780 X 1692182 1692182 11011344 4413767 6597577 2773167 2274296 498871 8788630 X 27648150 -11458501 -11458501 39106651 177585 177585 39284236 21817980 0 21817980 177585 177585 21995565 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, THEY DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. 1 COUNCIL ON LEGAL OPPORTUNITY INC 1101 MERCANTILE LANE SUITE 294 LARGO MD 20774 454462410 501(C)(3) 150000 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. 1 0 GRANTS FOR RESEARCH 2 9000 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 JUDITH GUNDERSEN PRESIDENT AND CEO 335968 0 0 0 0 0 22400 0 9885 0 368253 0 0 0 VICKI MILLARD CFO 171205 0 0 0 0 0 14021 0 24616 0 209842 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 250595 0 0 0 0 0 19901 0 17113 0 287609 0 0 0 KELLIE EARLY CHEIF STRATEGY OFFICER 203375 0 0 0 0 0 16313 0 10169 0 229857 0 0 0 KENT BRYE DIRECTOR OF IT 167625 0 0 0 0 0 13621 0 23847 0 205093 0 0 0 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 167273 0 0 0 0 0 13670 0 19283 0 200226 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 157548 0 0 0 0 0 12813 0 24414 0 194775 0 0 0 BRAD GILBERT GENERAL COUNSEL AND CAO 153900 0 0 0 0 0 12412 0 22875 0 189187 0 0 0 CHERRY BETH HILL DIRECTOR OF TEST DEVELOPMENT, OPERAT 145655 0 0 0 0 0 11758 0 19334 0 176747 0 0 0 ANDREW MROCH SR. RESEARCH PSYCHOMETRICIAN 131619 0 0 0 0 0 10864 0 24417 0 166900 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 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 FULL BOARD APPROVAL ON COMMITTEE APPOINTMENTS BY CHAIR IN CONSULTATION WITH THE PRESIDENT HAS BEEN REMOVED FROM THE BYLAWS. STANDING COMMITTEE CHAIR APPOINTMENT AND ANY OTHER COMMITTEE CHAIR APPOINTMENTS NO LONGER REQUIRE BOARD APPROVAL. THE APPOINTMENTS ARE TO BE MADE BY THE BOARD CHAIR AFTER CONSULTATION WITH THE PRESIDENT ONLY. APPOINTMENTS OF PROPOSED CHAIRS OR COMMITTEE MEMBERS WILL BE DEEMED TO BE APPROVED BY THE BOARD UNLESS A NEGATIVE VOTE IS RECEIVED WITHIN 5 DAYS OF DISTRIBUTING THE PROPOSED COMMITTEE MEMBER LIST. NO COMMITTEE CHAIR OR MEMBER WHO RECEIVED A NEGATIVE VOTE WILL BE DEEMED APPROVED UNLESS THE MAJORITY OF THE BOARD EXPRESSLY APPROVES. 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 OF 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 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.