2023-11-13T13:38:32-08:00 2022-12-31 990 2022-01-01 231352238 National Board of Medical Examiners NATI 2155909500 3750 Market Street Philadelphia PA 19104 Peter J Katsufrakis President & CEO 2023-11-13 Peter Katsufrakis 999009999 true 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 3750 Market Street Philadelphia PA 191043102 205089101 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 11 587 559 0 0 149355711 154830109 49151144 15479983 -187741 -45379 198319114 170264713 592816 712223 0 85442284 81114749 0 0 61411065 65696184 147446165 147523156 50872949 22741557 441118666 408783672 194413030 125132815 246705636 283650857 X The mission of 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.For further information visit www.nbme.org. false false 73725740 104014321 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 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 that are important in health and disease and that constitute the basis of safe and effective patient care.For further information visit www.usmle.org.Note: The expenses reflected above do not include management and general expenses. 22921366 39209443 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. 13734094 11606345 Custom Programs consist of a diverse portfolio of global customized assessment services and examination programs. The primary sources of revenue for Custom Programs are Health Profession Services, the Health and Wellness Coach Certifying Examination and the Post Licensure Assessment System. The Health Profession Services program provides comprehensive assessment, educational, consultative, and research services for healthcare organizations. During 2022, NBME's Health Profession Services worked with a variety of organizations to administer examinations for purposes of licensure and other evaluations of special competence for examination programs sponsored by health-related organizations. These organizations included allied health professional associations, members of the American Board of Medical Specialties, and medical societies. Examinations are administered worldwide, where applicable.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.The Post-Licensure Assessment System (PLAS) is a joint activity of 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 physicians for reasons that range from endorsement of licensure to license reactivation after disciplinary action.Note: The expenses reflected for Custom Programs on Part III, line 4c do not include management and general expenses. 9191536 476958 119572736 true false false false false false false false false true true true false false true true false true false false true true true false false false false true true true true false false false false false false false false false false false false false false false true true true true false true 467 0 true 587 true false false false false false false false 0 false false false false false true false X 12 11 false false true false false false false true true false false true true true true true true true true false X X John J Hinke Jr 2155909500 3750 Market Street Philadelphia PA 191043102 Peter J Katsufrakis President & CEO 45.00 0.00 X X 1028647 0 341601 Michael G Jodoin SVP, C&P Mgmt 45.00 0.00 X 377735 0 189146 John J Hinke Jr SVP & CFO 45.00 2.00 X 334816 0 219689 Agata P Butler VP, Acad & Profess 45.00 2.00 328815 0 215923 Linda M Gadsby SVP, Gen Couns 45.00 0.00 X 386744 0 146043 Ye Tong SVP, Assessment 45.00 0.00 X 383611 0 148419 Michael A Barone VP, CBA 45.00 0.00 394457 0 119374 Brian E Clauser Dist Research Sci 45.00 0.00 327664 0 177962 Lisa M Rawding SVP, Growth 45.00 2.00 X 396978 0 92134 Christopher A Feddock AVP, CBA 45.00 2.00 384992 0 94061 Alex J Mechaber VP, USMLE 45.00 0.00 374364 0 88462 Andrew F Farella SVP & CIO 45.00 0.00 X 308495 0 146242 Kenneth W Ridgley VP, Test Dev Srvs 45.00 0.00 311636 0 106412 Pamela L Treves SVP, Growth 45.00 0.00 X 282330 0 130469 Janelle R Endres VP, Human Resources 45.00 0.00 219854 0 151524 Elisa K Moll VP, Strategy Management 45.00 2.00 215108 0 82863 Susan A Deitch Secretary 45.00 0.00 X 177051 0 116375 Craig N Mills SVP, SD&D 0.00 0.00 212072 0 0 Alfred F Tallia Chair 4.00 0.00 X X 10631 0 0 Reena Karani Treasurer 4.00 0.00 X X 4876 0 0 Maya Hammoud Director 3.00 0.00 X 3917 0 0 Danny M Takanishi Jr Director 3.00 0.00 X 3848 0 0 Latha Chandran Vice Chair 4.00 0.00 X X 3000 0 0 Marie Foley Director 3.00 0.00 X 2700 0 0 Zachary E Weismann Director 3.00 0.00 X 2334 0 0 David A Milling Director 3.00 0.00 X 2057 0 0 Suzanne T Anderson Past Chair 4.00 0.00 X X 1992 0 0 Kamili A Wilson Director 3.00 0.00 X 1050 0 0 Karen M Sanders Director 3.00 0.00 X 747 0 0 6482521 2566699 291 true true false Perkins Coie LLP Client Accounting PO Box 24643 Seattle WA 98124 Legal Services 502533 Foreshaw Rose LLC 6 Pierrepont Street Apt 4B Brooklyn NY 11201 Consulting Services 465557 Landmark Media Enterprises LLC 1 Allegheny Square Suite 600 Pittsburgh PA 15212 Disaster Recovery Service 389558 Talarico Building Services Inc 73 Coolidge Avenue Bellmawr NJ 08031 Custodial Services 302357 44 New England Management Company 210 West Rittenhouse Square Philadelphia PA 19103 Hotel Services 291653 18 0 Custom Programs 11606345 11606345 Medical School Services 39209443 39209443 USMLE 104014321 104014321 154830109 7290814 7290814 0 0 727587 772966 -45379 -45379 -45379 35915819 6324772 30064600 3986822 5851219 2337950 8189169 8189169 0 0 0 0 170264713 162120923 8143790 608319 608319 10000 10000 93904 93904 0 4734957 760936 3974021 0 54449222 43920105 10529117 10930163 8465782 2464381 6979920 5074372 1905548 4020487 3034268 986219 0 971447 971447 99040 99040 0 0 286601 286601 5704909 4356211 1348698 53008 53008 852020 577548 274472 10759141 8858302 1900839 0 1148288 927063 221225 695840 385683 310157 0 2967109 2289864 677245 798720 619562 179158 551266 551266 3784692 2997311 787381 751899 599928 151971 Vendor Computer Delivery Fees 30584746 30584746 Other Project/Admin 2434166 1716953 717213 Credit Card Fees 1481401 1481401 Clinical Skills Collaboration 1312538 1312538 459353 346674 112679 147523156 119572736 27950420 0 0 20002543 23371024 0 6414144 6194690 0 0 0 0 4906473 9227794 125906886 74303025 55033067 51603861 286666918 244843519 60419999 67715561 0 0 7675522 5827223 441118666 408783672 12442867 12661692 35240892 35747593 28589953 26883975 118139318 49839555 194413030 125132815 X 246705636 283650857 246705636 283650857 441118666 408783672 X 22741557 -50595102 64798766 X false true X true false X 0 158617802 169167744 129643354 149355711 154830109 761614720 0 0 0 158617802 169167744 129643354 149355711 154830109 761614720 0 0 761614720 8087215 6620573 4909460 8150822 7290814 35058884 0 8087215 6620573 4909460 8150822 7290814 35058884 0 0 166705017 175788317 134552814 157506533 162120923 796673604 0.95600 0.95680 0.04400 0.04320 X 112846923 -11174793 426416 1190765 100054949 40468581 59531419 13863932 458248 558761 112846923 36396935 4585319 417143 96530 40468581 30617040 6914072 456385 677792 36396935 33673294 -2185451 295899 574904 30617040 1.00000 false false false 1992585 1228893 3221478 15061805 70991875 41742977 44310703 9290304 8460137 830167 29703 27311721 24099911 3241513 51603861 67715561 Accrued Pension Cost 43801082 Collaborations Payable 151489 Deferred Compensation Plans 5660161 Finance Lease Obligation 154326 Post-retirement Health Benefits Payable 72497 49839555 X Part V, Line 4: Intended uses of the endowment fund. In 2021, NBME established a Philanthropy Fund by combining the existing Edward J. Stemmler, MD Medical Education Research Fund and the Strategic Educator Enhancement Fund and supplementing that amount with additional funds to form a single Board-designated endowment fund in the amount of $100,000,000. This endowment fund and related philanthropic activities are intended to focus on protecting the health of the public by advancing assessment and medical education research to fortify licensing of health care professionals, driving equity, diversity and inclusion in medical and health professions by supporting learners who face socio-economic and other disadvantages and enabling initiatives that promote equity and inclusion in the profession and supporting the health of local communities. The Philanthropy Fund supports giving in the areas of medical education and research, learner supports, pathway programs and health equity. The Philanthropy Fund is included in NBMEs net assets without donor restrictions and is invested and professionally managed with the goal of providing investment returns over time to support annual grants or expenditures that meet the objectives of the fund. NBME has adopted a formal spending policy for the Philanthropy Fund. For years 2021-2023, disbursements from the fund will not exceed $5,000,000 annually. Beginning in 2024, the maximum funds to be disbursed from the Philanthropy Fund in any year will be equal to up to 5% of the trailing three-year average of the fund balance. Part X : FIN48 Footnote The Internal Revenue Service has classified NBME as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC).U.S. GAAP requires management to evaluate tax positions taken and recognize a tax liability, if NBME has taken uncertain tax positions that more likely than not would not be sustained upon examination by a government authority. Management has analyzed the tax positions taken by NBME, and has concluded that as of December 31, 2022 and 2021, there were no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. NBME recognizes accrued interest and penalties associated with uncertain tax positions, if any. There were no tax related interest or penalties recorded for either of the years ended December 31, 2022 or 2021. true Europe 0 0 Program Services See Part V 54220 North America 0 0 Program Services See Part V 14073 Cent Amer/Caribbean 0 0 Program Services See Part V 2291 Middle East 0 0 Program Services See Part V 1790 North America 0 0 Program Services See Part V 14073 86447 86447 North America See Part V -53345 Wire Cash North America See Part V 59749 Wire Cash South America See Part V 37500 Wire Cash 3 Competition Prize East Asia 5 35000 Wire Cash Competition Prize Europe 1 15000 Wire Cash true false false true true true true Achieve Now 1735 Market St Suite A500 Philadelphia PA 19103 383920150 501(c)(3) 7000 0 Contribution - See Part IV BNGAP Inc 9 Legendary Circle Rye Brook NY 10573 473330126 501(c)(3) 25000 0 Philanthropy Grant - See Part IV Health Career Collaborative 117 Crescent Ave Burlingame CA 94010 834263912 501(c)(3) 20000 0 Philanthropy Grant - See Part IV Hofstra University 128 Hofstra University Hempstead NY 11549 111630906 501(c)(3) 8120 0 Stemmler Grant - See Part IV Icahn School of Medicine 1 Gustave L Levy Place New York NY 10029 136171197 501(c)(3) 10000 0 Contribution - See Part IV Independence Blue Cross Found 1901 Market Street Philadelphia PA 19103 364685801 501(c)(3) 25000 0 Contribution - See Part IV Maternity Care Coalition 3401 I Street Suite 407 Philadelphia PA 19134 232200410 501(c)(3) 25000 0 Philanthropy Grant - See Part IV Michigan St Univ Brd Trustees 426 Auditorium Road East Lansing MI 48824 386005984 501(c)(3) 25000 0 Innovation Grant - See Part IV NCME 2810 Crossroads Drive Suite 3800 Madison WI 53718 237381395 501(c)(3) 6000 0 Contribution-See Part IV Network Affiliated Family Med 303 George Street New Brunswick NJ 08901 831560570 501(c)(3) 40000 0 Contribution - See Part IV NYU Grossman SOM 726 Broadway New York NY 10003 135562308 501(c)(3) 75000 0 Stemmler Grant - See Part IV Seattle Childrens Hospital PO Box 5371 Seattle WA 98145 910564748 501(c)(3) 74866 0 Stemmler Grant - See Part IV Together for West Phila 302 Powell Road Wynnewood PA 19096 831320384 501(c)(3) 25000 0 Philanthropy Grant - See Part IV Univ City District 3940-42 Chestnut Street Philadelphia PA 19104 232913784 501(c)(3) 61765 0 Contribution-See Part IV Univ of California San Fran 490 Illinois Street San Francisco CA 94143 946036493 501(c)(3) 25542 0 Innovation Grant - See Part IV University of Illinois 28395 Network Place Chicago IL 60673 376000511 501(c)(3) 44255 0 Stemmler Grant - See Part IV University of Miami 1600 NW 10th Avenue Miami FL 33136 590624458 501(c)(3) 7000 0 Contribution - See Part IV University of Michigan 420 Administration Building Ann Arbor MI 48104 386006309 501(c)(3) 73878 0 Stemmler Grant - See Part IV Vision to Learn 12100 Wilshire Blvd Ste 1275 Los Angeles CA 90025 453457853 501(c)(3) 25000 0 Philanthropy Grant - See Part IV Women in Measurement Inc 211 Lakeshore Drive Wayland MA 01778 853940541 501(c)(3) 6000 0 Contribution - See Part IV 19 1 Hubbard Award 1 10000 Cash Additional Supplemental Information Form 990, Schedule I, Part II, Line 1a - GrantsThe purpose of the Stemmler grants 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. In 2022, five Stemmler grants totaling $376,119 were awarded to schools within the U.S.The purpose of the Innovation grants is to support research and development of new approaches and capabilities which advance assessment in medical education and medical practice. In 2022, two Innovation grants totaling $50,000 were awarded to schools within the U.S.The purpose of the Philanthropy grants is to drive equity, diversity and inclusion in medical and health professions by supporting learners who face socio-economic and other disadvantages and supporting the health of local communities. In 2022, five Philanthropy grants totaling $125,000 were awarded to various organizations in the U.S.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 Board of Directors Chair, Vice Chair and Treasurer the option of contributing their honoraria to their respective places of employment. The total amount of contributions made in 2022 was $175,265.Form 990, Schedule I, Part III, Line 1a - Hubbard AwardEstablished in 1984, The Hubbard Award recognizes individuals for their outstanding contributions to the pursuit of excellence in assessment in medical education. Grantmaker's Description of How Grants are Used NBME monitors the use of grant funds by requiring reports on grantees progress during the specified grant period. Grantees are required to sign a binding grant agreement which includes a narrative outlining the purpose of the funding award and outcomes, and requires the submission of either a final report or an interim and final report, depending on the grant program. Grantees submit a budget detailing proposed expenses which is included in the grant agreement. The final report includes a final project narrative and final project fiscal report, which are reviewed by the NBME project owner, Philanthropy Director and associated committiees. X X true true X X X X X X true true false false false false false false false Agata P Butler VP, Acad & Profess 324863 3952 192803 23120 544738 Alex J Mechaber VP, USMLE 370000 2500 1864 86006 2456 462826 Andrew F Farella SVP & CIO 302558 7500 -1563 121245 24997 454737 Brian E Clauser Dist Research Sci 311371 6539 9754 152669 25293 505626 Christopher A Feddock AVP, CBA 374673 7531 2788 83815 10246 479053 Craig N Mills SVP, SD&D 212072 212072 Elisa K Moll VP, Strategy Management 219231 -4123 64452 18411 297971 Janelle R Endres VP, Human Resources 224453 -4599 120808 30716 371378 John J Hinke Jr SVP & CFO 336573 2500 -4257 187699 31990 554505 Kenneth W Ridgley VP, Test Dev Srvs 316874 -5238 74575 31837 418048 Linda M Gadsby SVP, Gen Couns 371852 12500 2392 134650 11393 532787 Lisa M Rawding SVP, Growth 204499 192479 85482 6652 489112 3567 Michael A Barone VP, CBA 398689 -4232 87506 31868 513831 Michael G Jodoin SVP, C&P Mgmt 370000 12500 -4765 158309 30837 566881 Pamela L Treves SVP, Growth 274718 15000 -7388 98914 31555 412799 Peter J Katsufrakis President & CEO 790699 237948 329632 11969 1370248 132322 Susan A Deitch Secretary 158089 18962 104554 11821 293426 16107 Ye Tong SVP, Assessment 361385 30000 -7774 116558 31861 532030 Part I, Line 1a: Relevant information in regards to selections on 1a. Travel PolicyNBME'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. 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 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 where applicable. 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 7560000 38399627 523810 37875817 false true true true A false false false false false false A false false false true 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 - ArbitrageRebate computation was performed on 8/17/2021 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: The Growth and Innovation unit includes the Office of Research which supports NBMEs research enterprise by coordinating NBMEs research efforts across the organization and ensuring that 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 those we serve and developing new testing methods for those we serve. 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 Office of Research 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 NBME to expand its range of assessments both geographically and across the health professions. In addition to this work, the Office of Research provides non-routine technical support to other organizational divisions and subunits and conducts research to contribute to the field of measurement.This unit delivers 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. Form 990, Part VI, Section A, Line 4 In 2022, NBME amended its bylaws to dissolve its membership and categories of membership and to form an advisory council with no governing responsibility. Form 990, Part VI, Section B, Line 11b 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 Board of Directors and Audit Committee members prior to filing the return with the IRS. Form 990, Part VI, Section B, Line 12c NBME has a written Fiduciary Duty and Conflict of Interest Statement for its Officers, Key Employees and Board of Directors Members. These individuals are required to review and sign the applicable policy annually. Submission of completed statements by Officers, Key Employees, and Board of Directors 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, Section B, Line 15b To ensure NBME staff has the knowledge and skills necessary for the complex and changing environment of medical professional assessment, NBME uses a compensation evaluation process that is updated annually, reflects sound external practices, and governed by Board of Directors evaluation and approval. A Compensation Survey of Peer Organizations is conducted by an outside independent compensation consulting firm periodically, and recommendations are provided to NBME Human Resources and the Compensation Subcommittee of the NBME Board of Directors. The most recent survey was conducted in 2021. The recommendations, along with the results of a detailed annual CEO Evaluation of Performance report by the CEO Evaluation Subcommittee of the Board of Directors, are used by the Compensation Subcommittee to determine and approve CEO compensation. Compensation of officer employees and key employees is reviewed and approved annually by the Compensation Subcommittee. Compensation of non-employee officers is reviewed and approved annually by the Board of Directors with interested officers recused. Form 990, Part VI, Section C, Line 19 NBME governing documents, Conflict of Interest Policy, and financial statements are available upon request to the NBME Secretary of the Board. Form 990, Part XI, Line 9 Loss on Asset Retirement = -$301 Form 990, Part XI, Line 9 NBHWC Equity Pickup = $250549 Form 990, Part XI, Line 9 Pension-related Changes other than Net Periodic Pension Cost = $64613948 Form 990, Part XI, Line 9 Post-retirement Plan Health Benefits Payable Adjustment = $55954 Form 990, Part XI, Line 9 Settlement = -$121384 Statement 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 Board of Directors. NBHWC PO Box 16307 San Diego CA 92176 815064011 Health & Wellness Coaching DE 501(c)(6) N/A true Computer-Based Testing & Learning Corp 3750 Market Street Philadelphia PA 19104 232447706 Comp-based Testing PA NBME C Corp 1.00000 true false false false false false false false false false false false false false false false false false true false NBHWC r 912018 Cash