2020-07-09T12:48:40-07:00 2019-12-31 990 2019-01-01 231352238 National Board of Medical Examiners NATI 2155909500 3750 Market Street Philadelphia PA 19104 Peter J Katsufrakis President & CEO 2020-07-09 2019 2020-11-19 02:30:22Z 3750 Market Street Philadelphia PA 191043102 205718775 false X www.nbme.org X 1915 DC The mission of NBME is to protect the health of the public through state of the art assessment of health professionals. 12 11 638 654 0 0 158617802 169167743 16443838 11126292 374626 411127 175436266 180705162 499019 640676 0 86367521 89749769 0 0 85487016 87224842 172353556 177615287 3082710 3089875 337351702 397806467 213114730 251131566 124236972 146674901 X The mission of the NBME is to protect the health of the public through state of the art assessment of health professionals. While centered on assessment of physicians, this mission encompasses the spectrum of health professionals along the continuum of education, training, and practice and includes research in evaluation as well as development of assessment instruments. false false 98578062 118642758 The United States Medical Licensing Examination (USMLE) is a three-step examination for medical licensure in the United States and is sponsored by the Federation of State Medical Boards (FSMB) and the NBME. The USMLE program supports medical licensing authorities in the United States through its leadership in the development, delivery, and continual improvement of high-quality assessments across the continuum of physicians' preparation for practice. It assesses a physician's ability to apply knowledge, concepts, and principles, and to demonstrate fundamental patient-centered skills, that are important in health and disease and that constitute the basis of safe and effective patient care.Note: The expenses reflected above do not include management and general expenses. 16224158 35018574 The Medical School and Student Services program provides assessment services to domestic and international medical schools, students, and residents. Assessments include the subject examination program, self-assessment services, and web-based examination programs and pilot projects. Subject exams measure achievement in the traditional basic and clinical science disciplines and are used to compare student performance with a national reference group. A series of web-based self-assessments are available to help students assess their readiness to take USMLE. Faculty services include item-writing workshops, and medical school liaison activities include the Advisory Committee for Medical School Programs.Note: The expenses reflected above do not include management and general expenses. 14571178 12263216 The Health Profession Services program provides comprehensive assessment, educational, consultative, and research services for healthcare organizations. During 2019, NBME's Health Profession Services worked with a variety of organizations to administer examinations for purposes of licensure, certification, maintenance of certification, evaluation of special competence, in-training, and self-assessment. These organizations included allied health professional associations, members of the American Board of Medical Specialties, and medical societies. Examinations are administered worldwide, where applicable.Note: The expenses reflected above do not include management and general expenses. 11603724 493886 3243195 140977122 true false false false false false false false false true true false false false true true false true false true true true true false false false false true false true true false false false false false false false false false false false false false false false true true true true false true 525 0 true 638 true false false false false false false false 0 false false false false false false false false false false X 12 11 false false false false true true true true true false false true true true true true true true true true true X X John J Hinke Jr 2155909500 3750 Market Street Philadelphia PA 191043102 Peter J Katsufrakis President & CEO 45.00 0.00 X X 664285 0 264578 Stephen G Clyman SVP, R&D 45.00 0.00 X 528200 0 45273 Craig N Mills SVP, SD&D 45.00 0.00 X 444531 0 92042 Elizabeth D Azari SVP, COO 45.00 0.00 X 362146 0 119828 Brian E Clauser VP, Cen Adv Assmt 45.00 0.00 337729 0 138316 Shelley Z Green General Counsel 45.00 0.00 X 303340 0 144569 Lisa M Rawding SVP, Mktg & PM 45.00 2.00 X 332733 0 112940 John J Hinke Jr CFO 45.00 2.00 X 312465 0 128908 Agata P Butler VP, Academic & Prof Prgms 45.00 2.00 276275 0 162600 Margaret B Anderson VP, Med Ed Global 45.00 0.00 330262 0 104471 Thomas A Rebbecchi Medical Advisor 45.00 2.00 335260 0 96145 Michael A Barone VP, Licensure Programs 45.00 0.00 329019 0 87198 Miguel Paniagua Medical Advisor 45.00 0.00 339075 0 75191 Michael G Jodoin VP, Psychometrics 45.00 0.00 297019 0 102800 Andrew F Farella SVP & CIO 45.00 0.00 X 273581 0 115552 Kim E LeBlanc Executive Director, CSEC 45.00 0.00 288149 0 96577 Kenneth W Ridgely VP, Test Development Svcs 45.00 0.00 247714 0 67436 Susan A Deitch Secretary 45.00 0.00 X 155885 0 97529 Sara R Valenzuela VP, Test Development Svcs 45.00 0.00 83547 0 109 Alfred F Tallia Chair 4.00 0.00 X X 14591 0 0 Reena Karani Director 3.00 0.00 X 6350 0 0 Latha Chandran Treasurer 4.00 0.00 X X 3750 0 0 Paul M Wallach Vice Chair 3.00 0.00 X X 3500 0 0 Patricia M Mastors Director 3.00 0.00 X 2650 0 0 Lewis R First Past Chair 3.00 0.00 X 2522 0 0 Donna Elliot Mills Director 3.00 0.00 X 2450 0 0 Marie Foley Director 3.00 0.00 X 1900 0 0 Kamili A Wilson Director 3.00 0.00 X 1650 0 0 Nuno Sousa Director 3.00 0.00 X 1500 0 0 Janelle A Rhyne Director 3.00 0.00 X 1400 0 0 David A Milling Director 3.00 0.00 X 1000 0 0 Paul Cunningham Director 3.00 0.00 X 1000 0 0 Suzanne T Anderson Past Chair 4.00 0.00 X X 407 0 0 6285885 2052062 246 false true false MissionStaff LLC 100 N 18th Street Suite 810 Philadelphia PA 19103 Employment Services 926262 Beacon Hill Staffing Group LLC 152 Bowdoin Street Boston MA 02108 Employment Services 739418 Perkins Coie LLP Client Accounting PO Box 24643 Seattle WA 98124 Legal Services 726239 44 New England Management Company Hotel on Rittenhouse Square 210 W Philadelphia PA 19103 Hotel 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522582 8480397 1.00000 false false false 1992585 1228893 3221478 9413309 75781983 33952308 51242984 8437668 6116760 2320908 28474665 22661348 5813317 62598687 Accrued Pension Cost 144756794 Collaboration Payable 559083 Deferred Compensation Plans 5649419 Finance Lease Obligation 169399 Post-retirement Health Benefits Payable 539757 151674452 X Part V, Line 4: Intended uses of the endowment fund. THE EDWARD J. STEMMLER, MD MEDICAL EDUCATION RESEARCH FUNDIn 1995, the NBME established the Edward J. Stemmler, MD Medical Education Research Fund. The Fund makes grants to support research in topics relevant to the mission of the NBME. The initial sum of $5,000,000 was invested and professionally managed with the goal of maintaining the corpus of the Fund over time while providing total annual grants up to 5% of the trailing three-year average of the fund balance. As with all NBME invested funds, the Finance Committee monitors performance and recommends to the Executive Board any changes to the principal balance of the Fund.THE STRATEGIC EDUCATOR ENHANCEMENT FUNDIn 2017, NBME established the Strategic Educator Enhancement Fund to foster professional development for its community of volunteers and other stakeholders. The initial amount of $20,000,000 was designated within NBMEs investments as a quasi-endowment fund. The maximum annual authorized disbursement from the quasi-endowment fund for 2017 through 2019 is an average of $600,000 per year. Beginning in 2020, the maximum annual disbursement in any year will be equal to 5% of the average of the trailing three-years ending balance of the investments. Part X : FIN48 Footnote NBME qualifies as a tax-exempt organization under the provisions of the Internal Revenue Code (IRC). Accordingly, there is no provision for income taxes reflected in the accompanying consolidated financial statements. However, NBME is subject to federal unrelated business income tax which is taxed at corporate income tax rates.Effective January 1, 2018, the Tax Cuts and Jobs Act of 2017 (TCJA) subjected amounts paid or incurred by employers to provide qualified transportation fringe benefits to employees to unrelated business income tax. These provisions were subsequently repealed on December 20, 2019 with retroactive effect to the date of its enactment.In accordance with the provisions of the TCJA in effect as of December 31, 2018, NBME reversed the beginning-of-the-year deferred tax asset reserve of $307,000 and recognized a $110,000 unrelated business income tax charge associated with unrelated business taxable income (UBTI) of $525,000 for the year ended December 31, 2018. As a result, NBME had net operating loss carryforwards of $939,000 and a related deferred tax asset of $197,000 as of December 31, 2018. The deferred tax asset is included in other assets in the Consolidated Statements of Financial Position.For the year ended December 31, 2019, in conjunction with the retroactive repeal of the unrelated business income tax provisions of the TCJA, NBME reversed the UBTI recognized and the associated unrelated business income tax charge incurred in the prior year. As a result, NBME has net operating loss carryforwards of $1,464,000, which expire between December 31, 2028 and 2036, and a related deferred tax asset of $307,000 as of December 31, 2019. The deferred tax asset is fully reserved due to the uncertainty of the realization of the losses. NBME has no uncertain tax positions and there are no accruals for interest or penalties in the accompanying consolidated financial statements. Management believes that NBME is no longer subject to income tax examinations for years ended on or prior to December 31, 2015. true Europe 0 0 Program Services See Part V 85345 North America 0 0 Program Services See Part V 57003 East Asia/Pacific 0 0 Program Services See Part V 2343 South America 0 0 Program Services See Part V 16859 Cent Amer/Caribbean 0 0 Program Services See Part V 6620 Sub-Saharan Africa 0 0 Program Services See Part V 1918 Russia and Neighboring States 0 0 Program Services See Part V 1270 171358 171358 North America See part V 43804 Wire Cash North America See Part V 12500 Wire Cash North America See Part V 12500 Wire Cash North America See Part V 12500 Wire Cash 4 Sponsorship Europe 1 28000 Wire Cash true false false false false true true Cincinnati Childrens Hosp 3333 Burnet Avenue Cincinnati OH 45229 310833936 501(c)(3) 83285 0 Grant - See Part IV Northwestern University 633 Clark Street Evanston IL 60208 362167817 501(c)(3) 92746 0 Grant - See Part IV Phila County Medical Society 2100 Spring Garden Street Philadelphia PA 19130 230969360 501(c)(6) 10000 0 Contribution - See Part IV Rutgers Robert Wood Medical 125 Patterson Street New Brunswick NJ 08903 226001086 501(c)(3) 40000 0 Contribution-See Part IV Stony Brook Foundation 230 Administration SB Univ Stony Brook NY 11794 116077945 501(c)(3) 7000 0 Contribution - See Part IV Uniformed Services University 4301 Jones Bridge Road Bethesda MD 20814 311575142 501(c)(3) 79506 0 Grant -See Part IV Univ City District 3940-42 Chestnut Street Philadelphia PA 19104 232913784 501(c)(3) 58990 0 Contribution-See Part IV University of Illinois 28395 Network Place Chicago IL 60673 376000511 501(c)(3) 104776 0 Grant - See Part IV University of Michigan 420 Administration Building Ann Arbor MI 48104 386006309 501(c)(3) 75178 0 Grant -See Part IV 8 1 Additional Supplemental Information Form 990, Schedule I, Part II, Line 1a - GrantsEach school is listed with the approved grant as follows:1. The University of Michigan Medical School Proposal #1718-1257, "Using Learning Curves to Redefine Training Requirements in General Surgery"2. Uniformed Services University of Health Sciences F. Edward Herbert School of Medicine Proposal #1718-1224, "A Randomized Trial of a Self-Regulated Learning Microanalytic Intervention to Improve Examination Performance in At-Risk Internal Medicine Clerkship Students"3. Cincinnati Childrens Hospital Proposal #1819-2511, "Assessing Residents Clinical Performance Using Resident-Sensitive Quality Measures"4. Northwestern University Feinberg School of Medicine Proposal #1819-2523, "Using Natural Language Processing to Unleash the Potential of Narrative Data to Assess a Students Readiness to Progress in a Competency-Based Curriculum"5. University of Illinois at Chicago College of Medicine Proposal #1819-2576, Standardized Patient Assessment of Communication Skills: A standardized examinee audit study of gendered and racial differencesNote that the Children's Hospital of Los Angeles' reimbursement of unused funds of $22,908 is not listed on the schedule in Part II.Contributions:NBME periodically makes contributions to organizations and/or community programs in order to assist in furthering the exempt purpose of those organizations. NBME also gives the Executive Board Chair and Treasurer the option of contributing their honoraria to their respective places of employment. The total amount of contributions made in 2019 was $118,790. Grantmaker's Description of How Grants are Used THE EDWARD J. STEMMLER, MD MEDICAL EDUCATION RESEARCH FUND OF THE NATIONAL BOARD OF MEDICAL EXAMINERS (NBME)The purpose of the Stemmler Fund is to provide support for research or development of innovative evaluation methodology or techniques, with the potential to advance assessment in medical education or practice at eligible medical schools. Also see description of Stemmler Fund in Schedule D, Part V, Line 4 Intended Uses of Endowment Fund. The eligible applicants for Stemmler Fund grant awards are the medical schools accredited by the LCME or the AOA, and the number of Letters of Intent submitted by any eligible school is not limited. The Stemmler Fund Committee evaluates each application on the extent to which the proposed research is innovative or will advance assessment in medical education or practice, and will address an important problem or issue in medical education or practice. The Committee selects a subset of applications and invites them to submit full proposals. Peer reviewers with expertise in measurement, research design and methodology evaluate invited proposals on the relevance and significance of the proposal to the purpose and goals of the Stemmler Fund, the adequacy of the research design or methodology, and the qualifications of the principal investigator and project staff. The Stemmler Fund Committee reviews all proposals and peer reviews, also considering the budget, timetable, and other key project resources in each proposal, and selects awardees. Grant recipients are required to submit an interim and final report which includes a final project narrative and a final project fiscal report. X X X true true X X X X X X true true false false false false false false false Agata P Butler VP, Academic & Prof Prgms 275903 372 138635 23965 438875 Andrew F Farella SVP & CIO 275000 -1419 86981 28571 389133 Brian E Clauser VP, Cen Adv Assmt 299280 1989 36460 114287 24029 476045 Craig N Mills SVP, SD&D 404694 39837 68192 23850 536573 Elizabeth D Azari SVP, COO 328745 33401 95864 23964 481974 John J Hinke Jr CFO 300060 12405 99126 29782 441373 Kenneth W Ridgely VP, Test Development Svcs 241154 10000 -3440 42674 24762 315150 Kim E LeBlanc Executive Director, CSEC 245071 43078 85051 11526 384726 Lisa M Rawding SVP, Mktg & PM 329840 2893 102266 10674 445673 Margaret B Anderson VP, Med Ed Global 308726 21536 93180 11291 434733 Michael A Barone VP, Licensure Programs 334047 -5028 57506 29692 416217 Michael G Jodoin VP, Psychometrics 301693 -4674 74053 28747 399819 Miguel Paniagua Medical Advisor 334161 4914 45499 29692 414266 Peter J Katsufrakis President & CEO 650000 14285 253354 11224 928863 Shelley Z Green General Counsel 279469 23871 122505 22064 447909 Stephen G Clyman SVP, R&D 161839 366361 15573 29700 573473 Susan A Deitch Secretary 145876 10009 86447 11082 253414 Thomas A Rebbecchi Medical Advisor 326038 9222 66335 29810 431405 Part I, Line 1a: Relevant information in regards to selections on 1a. First Class Travel and Travel for CompanionsNBME's Business Travel policy states that the most cost effective options available based on the traveler's requested itinerary should be made. First-class travel and travel for companions are not specifically authorized in the policy. In limited circumstances, certain NBME Officers and Key Employees may be permitted first-class travel if authorized by the President. First-class travel and companion travel for the President are included in the compensation package. The cost incurred for travel for companions is included in the employee's taxable earnings.Tax Indemnification and Gross-Up PaymentsNBME provides supplemental non-qualified retirement benefits to certain employees under the Supplemental Executive Retirement Plan (SERP) and Highly Compensated Employee Program (HCE) that are partially grossed-up for federal, state, and local income taxes. In 2019, 25% of the value of the SERP and HCE benefit provided to eligible employees was grossed-up. Therefore, the amount reflected on the employees W-2 includes taxes remitted by NBME for taxes on the employees behalf. See Schedule J, Part 1, line 4 for description of the SERP and the HCE. Part III, Additional Information The amounts reflected on Schedule J, Column C Retirement and other deferred compensation include an estimate of the annual increase in the actuarial present value of each employees benefit to be received at retirement under the NBMEs defined benefit plan for each employee. In addition, column C includes the amount contributed by NBME to an eligible employee's defined contribution plan, as well as earnings accrued under the Exective Deferred Compensation Plan. The amount in column C does not represent an actual cash payment to the employee during the year, but an estimate of the accrued benefit during the year to be received at a later date or at the time of retirement. A Phila Auth for Ind Dev 232237287 71781XBU6 2016-08-17 38013614 Refunding of 08/2008 Bonds false false false A 3610000 38399627 523810 37875817 false true true true A false false false false false false A false true false false false false false false false A true Part VI Part II, Line 3 - Total Proceeds of IssueThe total proceeds of issue listed in Part II, line 3 does not match the issue price in Part I, column (e) as a result of investment earnings associated with proceeds deposited in a refunding escrow account in conjunction with the advance refunding of the 2008A Series Bonds.Part IV, Line 2, Column A - ArbitrageArbitrage calculation is due in August 2021. Client Note 1 Client Note 1 - Note 1 - Form 990 Part I, line 6 - VolunteersNBME utilizes an extensive network of volunteers, many of whom are medical school faculty members and practicing physicians, to accomplish its mission. These volunteers contribute the highest levels of expertise in their profession to a range of activities including test development and governance. They receive a small honorarium in recognition of their service.Note 2 - Form 990 Part VI, line 1b - The President of NBME is an ex officio member of the NBME Executive Board. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: The Post-Licensure Assessment System (PLAS) is a joint activity of the NBME and the Federation of State Medical Boards (FSMB). PLAS comprises two programs: the Special Purpose Examination (SPEX) Program and the Assessment Center Program (ACP). SPEX is a one-day, multiple-choice examination of current knowledge requisite for the general, undifferentiated practice of medicine and is intended to be used for reasons of endorsement or reciprocity of licensure. The ACP provides comprehensive objective and personalized assessments of physicians for whom there is a question regarding clinical competence. Together, the PLAS programs have assessed thousands of physicians over the past decade for reasons that range from endorsement of licensure to license reactivation after disciplinary action.Solution Design and Delivery units include the Office of Research and the Center for Advanced Assessment. The Office of Research supports the NBMEs research enterprise by coordinating the NBMEs research efforts across the organization and ensuring that the NBMEs research portfolio is consistent with institutional priorities. In addition to these defined programs of research and development, each program area and service unit is charged to carry on a program of research and development relevant to the work of the program or unit, for example, development of new item formats for USMLE, exploring relationships between prior measures and certifying exam performance for our clients and developing new testing methods for clients. These research and development activities result in the publication of dozens of research reports in scientific journals and presentations at scientific meetings each year.The Center for Advanced Assessment (CAA) is responsible for conducting research related to improving the quality and efficiency of NBME products, services, and procedures. It is also aimed at developing capabilities that allow the NBME to expand its range of assessments both geographically and across the health professions. In addition to this work, the CAA provides non-routine technical support to other organizational divisions and subunits and conducts research to contribute to the field of measurement.In aggregate, these units deliver information vital for planning strategy related to innovative assessments to meet stakeholder needs. They support conception and market testing of product ideas and the research to investigate and sustain products and services.The North American Veterinary Licensing Examination (NAVLE), co-sponsored and co-owned by the International Council for Veterinary Assessment (ICVA) and the NBME, is a requirement for licensure to practice veterinary medicine in all licensing jurisdictions in North America. From 1998 until 2014, NAVLE development was governed by a series of contracts between the ICVA and the NBME. In February 2014, the ICVA entered into a collaborative relationship with the NBME with regard to the NAVLE. Under the collaboration, the NAVLE is overseen by the Collaboration for Veterinary Assessments (CVA) Governance Committee, comprising members appointed by the ICVA and the NBME. The purpose of the collaboration is to increase efficiency and facilitate NAVLE enhancements, drawing on the best of both organizations. In December 2019, ICVA notified NBME of its desire to terminate the collaborative arrangement in 2020. Both parties are working on the terms of a new multi-year agreement for NBME to provide assessment services to ICVA.NBME and the National Board for Health & Wellness Coaching collaborate to provide the Health and Wellness Coach Certifying Examination. The collaboration provides an opportunity to draw upon the unique capabilities of each organization to provide a high-quality assessment for health and wellness coaches. Exam content is developed by nationally recognized leaders in the field of health and wellness coaching and covers areas such as coaching structure and process, health and wellness, and ethics. OTHER PROGRAM SERVICES 5: NBME's Global Programs unit provides students, graduate physicians, medical schools, and regulatory agencies with valid and reliable information regarding individual knowledge and overall curriculum effectiveness. The International Foundations of Medicine (IFOM) examinations represent a key component of NBME Global Programs. The Clinical Science Examination (CSE) covers the core of clinical knowledge in medicine, surgery, pediatrics, obstetrics and gynecology, and psychiatry expected of students in the final year of undergraduate medical education. The Basic Science Examination (BSE) incorporates the common core of knowledge expected of students who have completed the preclinical curriculum and are about to begin study of clinical medicine. The NBME Global Programs unit also offers a portfolio of consultative, faculty and institutional development, and assessment programs in the international undergraduate medical education, certification and licensure, and graduate medical education environments. Consultative services often include an on-site evaluation of the overall assessment capability for medical schools. The Global Programs unit is also involved in various research projects related to the validity and reliability of various assessment tools. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The members of the NBME are responsible for electing its board of directors, the Executive Board, recommending policy for the organization proposed to the Executive Board, receiving reports on the annual budget, and approving amendments to the by-laws of the organization. The members of the NBME include its Executive Board, up to twenty-two representatives of the test committees, twenty-two representative members nominated by key constituent medical organizations, elected members-at-large including members of the public, and honorary members. The members of the NBME meet annually. The officers and members of the Executive Board, elected by the NBME membership, meet four or five times a year. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body See Schedule O - Form 990, Part VI, line 6. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders See Schedule O - Form 990, Part VI, line 6. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by the NBME President, Chief Financial Officer, and General Counsel prior to filing the return with the Internal Revenue Service (IRS). The review is completed to ensure appropriate and complete disclosure. A copy of the Form 990 was provided to the NBME Executive Board and Audit Committee members prior to filing the return with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The NBME has a written Conflict of Interest Policy for its members as well as a Fiduciary Duty and Conflict of Interest Statement for its Officers, Key Employees and Executive Board Members. These individuals are required to review and sign the applicable policy annually. Submission of completed statements by Officers, Key Employees, and Executive Board Members is enforced and annual disclosures of interests that could give rise to conflicts are monitored by the Secretary of the Board. Potential or real conflicts of interest are required to be reported to the Secretary of the Board or its President. If deemed appropriate, the party will be recused from the relevant proceedings. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Periodically, typically every three years, a Compensation Survey of Peer Organizations is conducted by an outside independent compensation consulting firm. The recommendations resulting from the survey are reviewed by NBME Human Resources and the Compensation Subcommittee of the NBME Executive Board. Officer employees and Key Employee compensation is reviewed and confirmed annually by the Compensation Subcommittee. Payments to non-employee officers are reviewed and approved by the Executive Board with interested officers recused. In setting CEO compensation, the Compensation Subcommittee uses the Compensation Survey of Peer Organizations and the results of the detailed annual CEO Evaluation of performance report from the CEO Evaluation Subcommittee of the Executive Board. The CEO compensation is set and approved by the Compensation Subcommittee of the Executive Board which then reports to the Executive Board that it has reviewed the relevant information and made a decision. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available NBME governing documents, Conflict of Interest Policy, and financial statements are available upon request to the NBME Secretary of the Board. 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