2024-11-14T12:24:17-06:00 2023-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2023-01-01 460238342 THE NATIONAL BOARD OF EXAMINERS IN OPTOMETRY INC NATI 7043329565 200 S COLLEGE STREET 2010 CHARLOTTE NC 28202 S JILL BRYANT OD EXECUTIVE DIRECTOR 7043329565 2024-11-01 1 0 PAULA P TILLEY P00051456 7043770239 2024-11-01 2023 2024-10-15 13:58:12Z S JILL BRYANT OD 200 S COLLEGE STREET 2010 CHARLOTTE NC 28202 10894624 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 79 0 0 0 332379 119230 8608280 10435376 216581 315344 15962 24674 9173202 10894624 0 0 0 0 2547848 3058568 0 0 0 5480759 5880066 8028607 8938634 1144595 1955990 12682481 15422219 5959530 6238431 6722951 9183788 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 6370252 10579280 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 WILL BE RETIRED AT THE END OF THE 2023-2024 ADMINISTRATIVE YEAR, IS A PERFORMANCE-BASED EXAM WHEREIN EXAMINEES ARE REQUIRED TO PERFORM OPTOMETRIC CLINICAL SKILLS THAT REFLECT PRACTICE. THESE SKILLS ARE PERFORMED AT FOUR DIFFERENT STATIONS; ALL STATIONS RELY ON STANDARDIZED PATIENTS ON WHOM THE EXAMINEE PERFORMS THE SKILLS FOR EACH STATION. EACH STATION IS HOUSED WITHIN AN EXAMINATION ROOM THAT IS DESIGNED TO SIMULATE REAL-LIFE OPTOMETRIC EXAM ROOMS. THE EQUIPMENT, PLACEMENT OF MATERIALS, AND ROOM DIMENSIONS ARE STANDARDIZED, AND THE NBEO FOLLOWS A MULTILAYERED PROTOCOL FOR QUALITY ASSURANCE THROUGHOUT THE EXAMINATION PROCESS. BEGINNING IN AUGUST 2024, NBEO WILL OFFER 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 WILL COMPLEMENT 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. 6370252 1 1 0 0 0 0 0 0 0 0 1 1 0 1 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 1 178 0 1 79 1 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 200 S COLLEGE STREET NO 2010 CHARLOTTE NC 28202 MICHAEL OHLSON OD VICE PRESIDENT 4.00 X X 2575 0 0 SUSY YU OD MBA IMMEDIATE PAST PRESIDENT 4.00 X X 2363 0 0 PATRICK O-NEILL OD MEMBER 4.00 X 2538 0 0 KARLA ZADNIK OD PHD PRESIDENT 4.00 X X 1750 0 0 JIM CAMPBELL OD MEMBER 4.00 X 2713 0 0 JOSHUA BAKER MS OD MEMBER 4.00 X 1925 0 0 LEWIS N REICH OD PHD SECRETARY/TREASURER 4.00 X X 0 0 0 JOHN R SICOTTE MBA MEMBER 4.00 X 0 0 0 STACY JILL BRYANT OD MPH EXECUTIVE DIRECTOR 40.00 X 258739 0 32789 SELENE DAVIS CPA DIRECTOR OF FINANCE 40.00 X 100278 0 19817 RICARDO E CASTILLO OD DO SR DIRECTOR OF CLINICAL EXAM 40.00 X 139911 0 18669 NICOLE L JERGE OD DIRECTOR OF PART II 40.00 X 147913 0 21378 NADIA SACHINSKI OD DIRECTOR OF PART I 40.00 X 107444 0 14856 ROGER W VAN DEN BOSCH DIRECTOR OF IT 40.00 X 126215 0 24206 WHITNEY BOUKNIGHT JD GENERAL COUNSEL 20.00 X 133519 0 22490 1027883 0 154205 8 0 1 0 MERIX STUDIO SP 200 (LLC) MALACHOWSKIEGO 10 POZMAN PL 61-29 SOFTWARE PROGRAMMING 1007553 1 119230 119230 EXAMINATION FEES 611710 10239191 10239191 OTHER EXAM FEES 611710 118065 118065 SCORE REPORTS 611710 78120 78120 10435376 315344 315344 OTHER INCOME 900099 24674 24674 24674 10894624 10460050 0 315344 411623 145764 265859 2135458 1292481 842977 123029 77402 45627 181119 109554 71565 207339 118183 89156 103288 103288 40110 40110 62508 62508 384713 195198 189515 30243 30243 111111 54444 56667 279672 137039 142633 738123 361680 376443 139356 29896 109460 38 38 215951 105816 110135 51105 25041 26064 EXAM ADMINISTRATION 3072332 3072332 ARBO SERVICE FEE 337500 337500 EXAM DEVELOPMENT 302817 302817 REPAIRS AND MAINTENANCE 5105 5105 6094 6094 8938634 6370252 2568382 0 4104398 5083068 5252 11400 71360 98593 3024418 2643006 379747 381412 6505097 8851232 1616627 996514 12682481 15422219 829831 958713 3343340 4163825 1786359 1115893 5959530 6238431 X 6722951 9183788 6722951 9183788 12682481 15422219 1955990 504847 0 X 0 1 X 1 0 X 332400 332379 119230 784009 6186100 6181700 7773071 8608280 10435376 39184527 6186100 6181700 8105471 8940659 10554606 39968536 0 0 0 39968536 190059 185713 347304 216581 315344 1255001 190059 185713 347304 216581 315344 1255001 616747 72548 195660 15962 24674 925591 6992906 6439961 8648435 9173202 10894624 42149128 0.94830 0.94650 0.02980 0.02880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 711107 595019 116088 1961407 1696083 265324 351904 351904 0 381412 EQUITY MUTUAL FUNDS 4611080 F FIXED INCOME 403814 F EXCHANGE TRADED FUNDS 1794466 F US GOVERNMENT OBLIGATIONS 2041872 F 8851232 RIGHT OF USE ASSET 996514 996514 LEASE LIABILITY 1115893 1115893 X 11336963 504847 504847 10832116 62508 62508 10894624 8876126 0 8876126 62508 62508 8938634 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, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES DEDUCTED WITH EXPENSES ON FORM 990 62,508. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES DEDUCTED WITH EXPENSES ON FORM 990 62,508. 1 X X X 0 0 0 0 0 0 0 1 0 STACY JILL BRYANT OD MPH EXECUTIVE DIRECTOR 248239 0 5500 0 5000 0 22500 0 10289 0 291528 0 0 0 NICOLE L JERGE OD DIRECTOR OF PART II 140543 0 6000 0 1370 0 11393 0 9985 0 169291 0 0 0 RICARDO E CASTILLO OD DO SR DIRECTOR OF CLINICAL EXAM 70736 0 4000 0 65175 0 13846 0 4823 0 158580 0 0 0 WHITNEY BOUKNIGHT JD GENERAL COUNSEL 128519 0 5000 0 0 0 22490 0 0 0 156009 0 0 0 ROGER W VAN DEN BOSCH DIRECTOR OF IT 121417 0 3500 0 1298 0 4050 0 20156 0 150421 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. 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 6367 RECEIPTS ASSOCIATION OF REGULATORY BOARDS OF OPTOMETRY R 337500 CONTRACT