2025-11-05T13:56:24-06:00 2024-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2024-01-01 460238342 THE NATIONAL BOARD OF EXAMINERS IN OPTOMETRY INC NATI 7043329565 7910 MICROSOFT WAY 250 CHARLOTTE NC 28273 S JILL BRYANT OD EXECUTIVE DIRECTOR 7043329565 2025-10-23 1 0 PAULA P TILLEY P00051456 7043770239 2025-10-22 2024 2025-03-06 01:10:19Z X S JILL BRYANT OD 7910 MICROSOFT WAY 250 CHARLOTTE NC 28273 11842316 0 X WWW.OPTOMETRY.ORG X 1990 MD THE MISSION OF THE NATIONAL BOARD OF EXAMINERS IN OPTOMETRY IS TO PROTECT THE PUBLIC BY DEVELOPING, ADMINISTERING, SCORING, AND REPORTING RESULTS OF VALID EXAMINATIONS THAT ASSESS COMPETENCY IN OPTOMETRY. 8 8 96 0 0 0 119230 0 10435376 11295547 315344 546769 24674 0 10894624 11842316 0 0 0 0 3058568 3577753 0 0 0 5880066 5986306 8938634 9564059 1955990 2278257 15422219 17040918 6238431 5161542 9183788 11879376 X THE MISSION OF THE NATIONAL BOARD OF EXAMINERS IN OPTOMETRY IS TO PROTECT THE PUBLIC BY DEVELOPING, ADMINISTERING, SCORING, AND REPORTING RESULTS OF VALID EXAMINATIONS THAT ASSESS COMPETENCY IN OPTOMETRY. 0 0 6666442 11295547 THE NBEO SERIES OF LICENSURE EXAMS CONSISTS OF THREE SEPARATE PARTS. PART I APPLIED BASIC SCIENCE (ABS) IS A MULTIPLE-CHOICE, COMPUTER-BASED EXAM THAT ASSESSES CANDIDATES' MASTERY OF THE UNDERLYING BASIC SCIENCE CONCEPTS NECESSARY FOR ENTRY INTO OPTOMETRIC PRACTICE. PART II PATIENT ASSESSMENT AND MANAGEMENT (PAM) EXAMINATION ASSESSES CLINICAL THINKING AND DECISION-MAKING, ALONG WITH KNOWLEDGE OF DIAGNOSIS AND TREATMENT. THE PART II PAM EXAM IS ALSO A COMPUTER-BASED, MULTIPLE-CHOICE EXAM. CONTINUED ON SCHEDULE O.PART II PAM QUESTIONS FREQUENTLY ARE SHOWN AS PART OF AN OVERALL CASE WHEREIN CANDIDATES ARE GIVEN CLINICAL INFORMATION, SOMETIMES INCLUDING DIAGNOSTIC IMAGES. THE TREATMENT AND MANAGEMENT OF OCULAR DISEASE (TMOD) EXAMINATION CAN BE COMPLETED AS PART OF PART II PAM (EMBEDDED WITHIN THE EXAM) OR MAY BE TAKEN AS A STANDALONE EXAMINATION. PART III CLINICAL SKILLS EXAM (CSE), WHICH RETIRED AT THE END OF THE 2023-2024 ADMINISTRATIVE YEAR, WAS A PERFORMANCE-BASED EXAM WHEREIN EXAMINEES WERE REQUIRED TO PERFORM OPTOMETRIC CLINICAL SKILLS THAT REFLECT PRACTICE. THESE SKILLS WERE PERFORMED AT FOUR DIFFERENT STATIONS; ALL STATIONS RELIED ON STANDARDIZED PATIENTS ON WHOM THE EXAMINEE PERFORMED THE SKILLS FOR EACH STATION. EACH STATION WAS HOUSED WITHIN AN EXAMINATION ROOM THAT WAS DESIGNED TO SIMULATE REAL-LIFE OPTOMETRIC EXAM ROOMS. THE EQUIPMENT, PLACEMENT OF MATERIALS, AND ROOM DIMENSIONS WERE STANDARDIZED, AND THE NBEO FOLLOWED A MULTILAYERED PROTOCOL FOR QUALITY ASSURANCE THROUGHOUT THE EXAMINATION PROCESS. BEGINNING IN AUGUST 2024, NBEO BEGAN ADMINISTERING THE PART III PATIENT ENCOUNTERS AND PERFORMANCE SKILLS (PEPS) EXAMINATION. THIS NEW, RESTRUCTURED PART III EXAM IS CONSISTENT WITH NBEO'S MISSION OF PUBLIC PROTECTION AND COMPLEMENTS THE PART I AND PART II EXAMS IN ASSESSING WHETHER CANDIDATES ARE QUALIFIED TO ENTER INTO THE INDEPENDENT PRACTICE OF OPTOMETRY. IT IS THE COMBINATION OF THESE THREE EXAMS THAT REPRESENTS OVERALL COMPETENCY AND ULTIMATELY ENABLES A CANDIDATE TO DEMONSTRATE THE OPTOMETRIC KNOWLEDGE AND SKILLS NECESSARY TO PRACTICE. PART III PEPS HAS BEEN DEVELOPED TO NOT ONLY EVALUATE ESSENTIAL SKILLS BUT ALSO TO MEASURE A CANDIDATE'S ABILITY TO APPLY EVIDENCE-BASED KNOWLEDGE TO PATIENT CARE. THE NEW EXAM MOVES BEYOND THE ASSESSMENT OF THE PHYSICAL ABILITY TO PERFORM THE SKILL TO ALSO MEASURE A CANDIDATE'S COGNITIVE ABILITY TO INTERPRET THE RESULT AND APPLY THAT KNOWLEDGE DIRECTLY TO PATIENT CARE. FOR INFORMATION ON THESE LICENSURE EXAMS AS WELL AS THE ADDITIONAL EXAMS OFFERED BY NBEO, PLEASE VISIT THE NBEO WEBSITE AT WWW.OPTOMETRY.ORG. 6666442 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 210 0 1 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SELENE DAVIS CPA DIRECTOR OF FINA 7043329565 7910 MICROSOFT WAY NO 250 CHARLOTTE NC 28273 MICHAEL OHLSON OD PRESIDENT 4.00 X X 4506 0 0 SUSY YU OD MBA MEMBER 4.00 X 2888 0 0 PATRICK O'NEILL OD MEMBER 4.00 X 3238 0 0 KARLA ZADNIK OD PHD IMMEDIATE PAST PRESIDENT 4.00 X X 875 0 0 JIM CAMPBELL OD VICE-PRESIDENT 4.00 X X 2363 0 0 JOSHUA BAKER MS OD SECRETARY/TREASURER 4.00 X X 1838 0 0 DANIEL TAYLOR OD EDD MS MBA MEMBER 4.00 X 1925 0 0 ERICA BROWN MEMBER 4.00 X 0 0 0 STACY JILL BRYANT OD MPH EXECUTIVE DIRECTOR 40.00 X 276709 0 29377 SELENE DAVIS CPA DIRECTOR OF FINANCE 40.00 X 116103 0 18697 RICARDO E CASTILLO OD DO SR DIRECTOR OF CLINICAL EX 40.00 X 122549 0 15546 NICOLE L JERGE OD SR DIR OF CLINICAL EXAM DEV & ADMIN 40.00 X 164320 0 21958 NADIA SACHINSKI OD DIRECTOR OF PART I 40.00 X 143194 0 20634 WHITNEY BOUKNIGHT JD GENERAL COUNSEL 20.00 X 151435 0 20350 BRETT FOLEY PHD DIRECTOR OF PSYCHOMETRICS & RESEARCH 40.00 X 147228 0 19081 1139171 0 145643 8 0 1 0 MERIX STUDIO SP 200 (LLC) MALACHOWSKIEGO 10 POZMAN PL 61-29 SOFTWARE PROGRAMMING 1131436 1 EXAMINATION FEES 611710 11127128 11127128 OTHER EXAM FEES 611710 97334 97334 SCORE REPORTS 611710 71085 71085 11295547 546769 546769 11842316 11295547 0 546769 443856 154751 289105 2511321 1517001 994320 148679 91179 57500 226451 135344 91107 247446 141044 106402 128480 128480 58910 58910 72731 72731 416091 271529 144562 30499 30499 118688 58157 60531 250519 122754 127765 806917 395389 411528 191710 44845 146865 283067 138703 144364 51454 25212 26242 EXAM ADMINISTRATION 2687724 2687724 EXAM DEVELOPMENT 501671 501671 ARBO SERVICE FEE 362500 362500 REPAIRS AND MAINTENANCE 18639 18639 6706 6706 9564059 6666442 2897617 0 5083068 4639968 11400 20144 98593 211464 2796956 2535467 381412 261489 8851232 10571622 0 670139 996514 666092 15422219 17040918 958713 774372 4163825 3969411 1115893 417759 6238431 5161542 X 9183788 11879376 9183788 11879376 15422219 17040918 2278257 417331 0 X X 0 1 X 1 0 X 332400 332379 119230 784009 6181700 7773071 8608280 10435376 11294839 44293266 6181700 8105471 8940659 10554606 11294839 45077275 0 0 0 45077275 185713 347304 216581 315344 546769 1611711 185713 347304 216581 315344 546769 1611711 72548 195660 15962 24674 708 309552 6439961 8648435 9173202 10894624 11842316 46998538 0.95910 0.94830 0.03430 0.02980 X 711107 666955 44152 1726140 1567619 158521 359709 300893 58816 261489 EQUITY MUTUAL FUNDS 4896789 F FIXED INCOME 405314 F EXCHANGE TRADED FUNDS 2209818 F US GOVERNMENT OBLIGATIONS 3059701 F 10571622 LEASE LIABILITY 417759 417759 X 12186916 417331 417331 11769585 72731 72731 11842316 9491328 0 9491328 72731 72731 9564059 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WERE RECORDED AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES DEDUCTED WITH EXPENSES ON FORM 990 72,731. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES DEDUCTED WITH EXPENSES ON FORM 990 72,731. 1 X X X 0 0 0 0 0 0 0 1 0 STACY JILL BRYANT OD MPH EXECUTIVE DIRECTOR 255709 0 16000 0 5000 0 18250 0 11127 0 306086 0 0 0 NICOLE L JERGE OD SR DIR OF CLINICAL EXAM DEV & ADMIN 154387 0 7500 0 2433 0 11117 0 10841 0 186278 0 0 0 WHITNEY BOUKNIGHT JD GENERAL COUNSEL 145435 0 6000 0 0 0 10175 0 10175 0 171785 0 0 0 BRETT FOLEY PHD DIRECTOR OF PSYCHOMETRICS & RESEARCH 138940 0 6000 0 2288 0 9978 0 9103 0 166309 0 0 0 NADIA SACHINSKI OD DIRECTOR OF PART I 135226 0 6000 0 1968 0 9984 0 10650 0 163828 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES ANNUAL DISCRETIONARY BONUSES BASED ON PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ACKNOWLEDGED BY THE BOARD ON AN ANNUAL BASIS. IN THE EVENT A POTENTIAL CONFLICT OF INTEREST ARISES DURING THE YEAR, THE COMPLIANCE AND ETHICS COMMITTEE REVIEWS THE POTENTIAL CONFLICT AND RECOMMENDS APPROPRIATE ACTION, IF ANY, TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. IF A PERCENTAGE INCREASE IS RECOMMENDED THIS INCREASE IS THEN VOTED ON BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR ANNUALLY REVIEWS THE COMPENSATION OF EMPLOYEES. A BENCHMARK SALARY ANALYSIS IS CONDUCTED ANNUALLY. IF A PERCENTAGE INCREASE IS RECOMMENDED BY THE EXECUTIVE DIRECTOR, THIS INCREASE IS THEN VOTED ON BY THE BOARD OF DIRECTORS. ALL DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL CONSIDER ANY WRITTEN REQUEST TO EXAMINE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. ASSOCIATION OF REGULATORY BOARDS OF OPTOMETRY 3440 TORINGDON WAY STE 205 PMB 2053 CHARLOTTE NC 28277 237091523 ASSIST MEMBER LICENSING AGENCIES IN REGULATING THE PRACTICE OF OPTOMETRY NE 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 ASSOCIATION OF REGULATORY BOARDS OF OPTOMETRY Q 12702 RECEIPTS ASSOCIATION OF REGULATORY BOARDS OF OPTOMETRY R 362500 CONTRACT