2025-08-11T15:27:41-05:00 2024-12-31 363524803 CJBS LLC 2100 SANDERS ROAD SUITE 200 NORTHBROOK IL 60062 990 2024-01-01 410654864 AMERICAN BOARD OF PSYCHIATRY AND NEUROLOGY INC AMER 8472296550 7 PARKWAY NORTH DEERFIELD IL 60015 JEFFREY LYNESS MD PRESIDENT AND CEO 8472296550 2025-08-11 1 0 ANDREW R LOTTS CPA P00543142 8479452888 2025-08-11 2024 2025-03-06 01:10:19Z JEFFREY LYNESS MD 7 PARKWAY NORTH DEERFIELD IL 60015 44260423 0 X WWW.ABPN.COM X 1934 DE ABPN'S MISSION IS TO SERVE THE PUBLIC AND THE PROFESSION BY PROMOTING LIFELONG LEARNING AND CERTIFYING PSYCHIATRISTS AND NEUROLOGISTS TO HIGH STANDARDS OF EXPERTISE.ABPN FULFILLS ITS MISSION BY: SETTING STANDARDS FOR EXPERTISE IN ABPN'S FIELDS, INCLUDING TRAINING AND OTHER CRITERIA FOR CERTIFICATION ELIGIBILITY DEVELOPING AND IMPLEMENTING ASSESSMENTS FOSTERING LIFELONG LEARNING THAT INCLUDES EXTERNAL FEEDBACK SUPPORTING EDUCATIONAL INNOVATIONS AND RESEARCH AS RELATED TO SPECIALTY EXPERTISE IN TRAINING AND CLINICAL PRACTICE ENGAGING WITH OTHER STRATEGIC PARTNERS EMBODYING AND APPLYING ABPN'S VALUES TO THE ORGANIZATION'S WORK 17 16 48 0 0 0 0 0 21442018 25551140 4982353 8443327 11000 11000 26435371 34005467 2700000 1108688 0 0 8040861 7951596 0 0 0 7581893 7453403 18322754 16513687 8112617 17491780 191702436 213602990 2947862 1428179 188754574 212174811 X ABPN'S MISSION IS TO SERVE THE PUBLIC AND THE PROFESSION BY PROMOTING LIFELONG LEARNING AND CERTIFYING PSYCHIATRISTS AND NEUROLOGISTS TO HIGH STANDARDS OF EXPERTISE.ABPN FULFILLS ITS MISSION BY: SETTING STANDARDS FOR EXPERTISE IN ABPN'S FIELDS, INCLUDING TRAINING AND OTHER CRITERIA FOR CERTIFICATION ELIGIBILITY DEVELOPING AND IMPLEMENTING ASSESSMENTS FOSTERING LIFELONG LEARNING THAT INCLUDES EXTERNAL FEEDBACK SUPPORTING EDUCATIONAL INNOVATIONS AND RESEARCH AS RELATED TO SPECIALTY EXPERTISE IN TRAINING AND CLINICAL PRACTICE ENGAGING WITH OTHER STRATEGIC PARTNERS EMBODYING AND APPLYING ABPN'S VALUES TO THE ORGANIZATION'S WORK 0 0 9972072 1108688 25562140 EXAMINATION FEES. EXAMINING CANDIDATES IN VARIOUS SPHERES OF PSYCHIATRY AND NEUROLOGY, GRANTING AND ISSUING CERTIFICATES TO THOSE DEEMED COMPETENT BY THE AMERICAN BOARD OF PSYCHIATRY & NEUROLOGY, INC. 9972072 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 34 0 48 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBIN CALLEN 8472296500 7 PARKWAY NORTH DEERFIELD IL 60015 JEFFREY M LYNESS MD PRESIDENT/CEO 40.00 X X 774694 0 91421 STEVEN LEWIS MD CHAIR 5.00 X X 21000 0 0 NINA SCHOR MD CHAIR (JUL - DEC) 5.00 X X 0 0 0 CHRISTOPHER R THOMAS MD VICE CHAIR 5.00 X X 21000 0 0 JAFFAR KHAN MD TREASURER 5.00 X X 21000 0 0 JOSEPHA A CHEONG MD SECRETARY 5.00 X X 21000 0 0 ROBERT BOLAND MD MEMBER-AT-LARGE 5.00 X 21000 0 0 AMY BROOKS-KAYAL MD DIRECTOR 5.00 X 21000 0 0 IMRAN ALI MD DIRECTOR 5.00 X 21000 0 0 ANDREA G STOLAR MD DIRECTOR 5.00 X 21000 0 0 SHELDON BENJAMIN MD DIRECTOR 5.00 X 21000 0 0 ERICA P GREENE MD DIRECTOR 5.00 X 21000 0 0 DAVID C HENDERSON MD DIRECTOR 5.00 X 21000 0 0 SANDRA DEJONG MD DIRECTOR 5.00 X 21000 0 0 BENN SMITH MD DIRECTOR 5.00 X 21000 0 0 IQBAL AHMED MD DIRECTOR 5.00 X 21000 0 0 ERIKA AUGUSTINE MD DIRECTOR 5.00 X 21000 0 0 ROBIN CALLEN CFO & DIR. OF ADMIN 40.00 X 423460 0 144397 KEVIN FITZPATRICK CHIEF INFORM. OFFICE 40.00 X 243250 0 68844 CHINGWEI SHIN VICE PRESIDENT OF RESEARCH 40.00 X 307926 0 72168 PATRICIA VONDRAK DIRECTOR-OPERATIONS 40.00 X 417661 0 134991 LINJUN SHEN VP TEST DEVELOPMENT 40.00 X 420627 0 115876 VARDEN LAPAN SENIOR SOFTWARE DEVELOPMEN 40.00 X 132471 0 30751 JENNIFER VOLLMER SCORING SERVICES & R&D PRO 40.00 X 140799 0 86127 JEFF ZUERLEIN SENIOR SOFTWARE DEVELOPMEN 40.00 X 132710 0 33647 ALLISON HASCHKE DIRECTOR OF HUMAN RESOURCE 40.00 X 132022 0 52586 3440620 0 830808 10 0 1 0 MITCHELL BARLOW & MANSFIELD NINE EXCHANGE PLACE SUITE 600 SALT LAKE CITY UT 84111 LEGAL SERVICES 621270 3CLOUD LLC 3025 HIGHLAND PKWY DOWNERS GROVE IL 60515 CUSTOM SOFTWARE 518522 2 EXAMINATION FEES 541900 13185125 13185125 MAINTENANCE OF CERTIFICATION INCO 541900 11976215 11976215 TRAINING PG FEE AND OTHER FEE 541900 389800 389800 25551140 3668222 3668222 15030061 10254956 4775105 4775105 4775105 FEES INTERNATIONAL PROJECTS 541900 11000 11000 11000 34005467 25562140 0 8443327 500000 608688 3540614 3286713 245729 521575 356965 506604 96284 253684 74204 41243 190837 604573 66100 1247870 1186341 230412 PRODUCTION EXPENSE 1206735 ASSESSMENTS OF ABMS 571364 BANK FEES 421355 OFFICE EQUIPMENT RENTAL 215052 540745 16513687 1688631 1938747 22069881 36136771 9931594 5126373 1074379 609071 25201910 5698150 20057562 19503760 89484918 96602462 42497033 47080704 2885442 3589653 2012996 3015449 191702436 213602990 835480 1051906 2059880 245500 52502 130773 2947862 1428179 X 188754574 212174811 188754574 212174811 191702436 213602990 X 17491780 5395424 533033 X X 0 1 X 1 0 3158613 3158613 19852170 4231386 15620784 2191127 1466764 724363 19503760 MUTUAL FUNDS - EQUITY FUNDS 34347835 F MUTUAL FUNDS - FIXED INCOME 12732869 F 47080704 DEFERRED COMPENSATION & BENEFITS 28703 FINANCIAL LEASE 102070 130773 X 39680240 5395424 533033 5928457 33751783 253684 253684 34005467 16260003 0 16260003 253684 253684 16513687 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC 740), ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAINTIES IN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. ABPN IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIOD COST 533,033. 1 AMERICAN PSYCHIATRIC ASSOCIATION (APA) 800 MAINE AVE SW SUITE 900 WASHINGTON DC 20024 522168499 501(C)(6) 500000 0 TO SUPPORT THE AVAILABILITY OF EDUCATION CREDITS FOR ITS DIPLOMATES AND THE APA'S 0 1 FACULTY FELLOWSHIPS 7 300000 RESEARCH AWARDS 5 250000 PART I, LINE 2: FELLOWS ARE SELECTED THROUGH A PEER-REVIEW PROCESS MANAGED BY THE ABPN'S FACULTY FELLOWSHIP COMMITTEE THAT INCLUDES ABPN DIRECTORS, NEUROLOGY AND PSYCHIATRY DEPARTMENT CHAIRS AND RESIDENCY PROGRAM DIRECTORS. APPLICANTS MUST BE CERTIFIED BY THE ABPN,PARTICIPATE IN THE ABPN'S MAINTENANCE OF CERTIFICATION PROGRAM, HOLD AN UNRESTRICTED LICENSE TO PRACTICE MEDICINE IN THE UNITED STATES, COMPLY WITH THE ABPN'S CONFLICT OF INTEREST POLICIES AND PROCEDURES, AND HOLD A FACULTY APPOINTMENT IN A U.S. LCME - ACCREDITED MEDICAL SCHOOL. FACULTY INNOVATION IN EDUCATION FELLOWSHIP AWARD - UP TO TWO PSYCHIATRY FELLOWS AND TWO NEUROLOGY FELLOWS ARE SELECTED FOR THESE AWARDS. THE DURATION OF THE FELLOWSHIP WILL NORMALLY BE FOR TWO YEARS WITH A MAXIMUM AMOUNT OF FUNDING OF $60,000 PER YEAR TOTALING $120,000 OVER THE TWO-YEAR'S FUNDING PERIOD. THE AWARD IS INTENDED TO SUPPORT THE DEVELOPMENT OF INNOVATIVE EDUCATION AND/OR EVALUATION PROJECTS THAT PROMOTE EFFECTIVE RESIDENCY/FELLOWSHIP TRAINING OR LIFELONG LEARNING OF PRACTICING PSYCHIATRISTS AND NEUROLOGISTS. PREFERENCE WILL BE GIVEN TO PROJECTS THAT HAVE THE POTENTIAL FOR USE AT MORE THAN ONE SITE AND TO APPLICANTS WHO ARE AT A JUNIOR OR MID-FACULTY LEVEL. DORTHEA JUUL RESEARCH AWARD PROGRAM - UP TO TWO PSYCHIATRY FELLOWS AND TWO NEUROLOGY FELLOWS ARE SELECTED FOR THE RESEARCH AWARD PROGRAM. THE RESEARCH PROJECTS WILL HELP THE ORGANIZATION UNDERSTAND THE STRENGTHS AND WEAKNESSES OF ITS CURRENT CERTIFICATION AND MOC PROCESSES AND SUGGEST WHERE IMPROVEMENTS MIGHT BE MADE. AWARDEES WILL RECEIVE UP TO $100,000 TO COVER SALARY, FRINGE BENEFITS, AND OTHER DIRECT COSTS OF THE PROJECT AND THEIR PROJECTS MAY TAKE ONE OR TWO YEARS TO COMPLETE. X 1 1 X X X X X X 0 1 0 JEFFREY M LYNESS MD PRESIDENT/CEO 774694 0 0 0 0 0 59087 0 32334 0 866115 0 0 0 ROBIN CALLEN CFO & DIR. OF ADMIN 423460 0 0 0 0 0 108081 0 36316 0 567857 0 0 0 PATRICIA VONDRAK DIRECTOR-OPERATIONS 417661 0 0 0 0 0 96763 0 38228 0 552652 0 0 0 LINJUN SHEN VP TEST DEVELOPMENT 420627 0 0 0 0 0 82226 0 33650 0 536503 0 0 0 CHINGWEI SHIN VICE PRESIDENT OF RESEARCH 307926 0 0 0 0 0 44062 0 28106 0 380094 0 0 0 KEVIN FITZPATRICK CHIEF INFORM. OFFICE 243250 0 0 0 0 0 45181 0 23663 0 312094 0 0 0 JENNIFER VOLLMER SCORING SERVICES & R&D PRO 140799 0 0 0 0 0 50378 0 35749 0 226926 0 0 0 ALLISON HASCHKE DIRECTOR OF HUMAN RESOURCE 132022 0 0 0 0 0 21591 0 30995 0 184608 0 0 0 JEFF ZUERLEIN SENIOR SOFTWARE DEVELOPMEN 132710 0 0 0 0 0 33647 0 0 0 166357 0 0 0 VARDEN LAPAN SENIOR SOFTWARE DEVELOPMEN 132471 0 0 0 0 0 30570 0 181 0 163222 0 0 0 PART I, LINE 4B ABPN HAS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER IRS CODE 457(F) FOR THE PRESIDENT/CEO. THE PLAN ACCOUNT WAS FUNDED WITH A MONTHLY CONTRIBUTION OF 30% OF THE PRESIDENT'S SALARY FOR THAT MONTH. FORM 990, PART VI, SECTION B, LINE 11B THE CFO/DIRECTOR OF FINANCE & ADMINISTRATION HAS BEEN DESIGNATED TO HAVE THE PRIMARY AND PRINCIPAL RESPONSIBILITY FOR COORDINATING THE PREPARATION AND APPROVAL PROCESS. A DRAFT OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT, AND THE TREASURER PROVIDES FINAL APPROVAL FOR THE RETURN TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ABPN HAS A CONFLICT OF INTEREST COMMITTEE THAT EVALUATES CONFLICT OF INTEREST MATTERS AND PROPOSES POLICY RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 15A: THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING THE CEO'SCOMPENSATION; THIS RECOMMENDATION UTILIZES A COMPENSATION STUDY OR SURVEYAND MAY ALSO BE BASED UPON OTHER RELEVANT INDUSTRY DATA, CURRENT TRENDS,ORGANIZATION-SPECIFIC FACTORS, ETC. THE BOARD APPROVES THE COMPENSATION VIA ITS VOTE ON THE ANNUAL BUDGET. 15B: THE CEO IS RESPONSIBLE FOR APPROVING COMPENSATION FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ABPN WOULD MAKE SUCH DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE DISCRETION OF ITS LEADERSHIP. FORM 990, PART XI, LINE 9: FEES NETTED FOR FINANCIAL STATEMENT PURPOSES -253,684. PENSION RELATED CHANGES OTHER THAN NET PERIODIC COST 533,033. FEES NETTED FOR FINANCIAL STATEMENT PURPOSES 253,684. PART XII LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT