Nonprofit · EIN 46-0238342
NATIONAL BOARD OF EXAMINERS IN OPTOMETRY
Tax-exempt · CHARLOTTE, NC 28273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,842,316 | $9,564,059 | $2,278,257 | $17,040,918 | $5,161,542 | $11,879,376 |
| December 31, 2023 | 990 | $10,894,624 | $8,938,634 | $1,955,990 | $15,422,219 | $6,238,431 | $9,183,788 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,295,547
- Investment income
- $546,769
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $443,856
- Other salaries and wages
- $2,511,321
- Salaries, compensation and benefits (total)
- $3,577,753
- Professional fundraising fees
- $0
- Legal fees
- $128,480
- Accounting fees
- $58,910
- Occupancy
- $806,917
- Depreciation
- $283,067
- Program services (functional)
- $6,666,442
- Management and general (functional)
- $2,897,617
Balance sheet and other
- Total assets, start of year
- $15,422,219
- Total assets, end of year
- $17,040,918
- Total liabilities, end of year
- $5,161,542
- Net assets, end of year
- $11,879,376
- Land, buildings and equipment
- $261,489
- Net assets without donor restrictions
- $11,879,376
- Gross receipts
- $11,842,316
- Employees
- 96
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY JILL BRYANT OD MPH | EXECUTIVE DIRECTOR Officer | 40 | $276,709 | $29,377 |
| NICOLE L JERGE OD | SR DIR OF CLINICAL EXAM DEV & ADMIN Highest-paid employee | 40 | $164,320 | $21,958 |
| WHITNEY BOUKNIGHT JD | GENERAL COUNSEL Highest-paid employee | 20 | $151,435 | $20,350 |
| BRETT FOLEY PHD | DIRECTOR OF PSYCHOMETRICS & RESEARCH Highest-paid employee | 40 | $147,228 | $19,081 |
| NADIA SACHINSKI OD | DIRECTOR OF PART I Highest-paid employee | 40 | $143,194 | $20,634 |
| RICARDO E CASTILLO OD DO | SR DIRECTOR OF CLINICAL EX Highest-paid employee | 40 | $122,549 | $15,546 |
| SELENE DAVIS CPA | DIRECTOR OF FINANCE Officer | 40 | $116,103 | $18,697 |
| MICHAEL OHLSON OD | PRESIDENT Trustee or director, Officer | 4 | $4,506 | $0 |
| PATRICK O'NEILL OD | MEMBER Trustee or director | 4 | $3,238 | $0 |
| SUSY YU OD MBA | MEMBER Trustee or director | 4 | $2,888 | $0 |
| JIM CAMPBELL OD | VICE-PRESIDENT Trustee or director, Officer | 4 | $2,363 | $0 |
| DANIEL TAYLOR OD EDD MS MBA | MEMBER Trustee or director | 4 | $1,925 | $0 |
| JOSHUA BAKER MS OD | SECRETARY/TREASURER Trustee or director, Officer | 4 | $1,838 | $0 |
| KARLA ZADNIK OD PHD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 4 | $875 | $0 |
| ERICA BROWN | MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY JILL BRYANT OD MPH | EXECUTIVE DIRECTOR Officer | 40 | $258,739 | $32,789 |
| NICOLE L JERGE OD | DIRECTOR OF PART II Highest-paid employee | 40 | $147,913 | $21,378 |
| RICARDO E CASTILLO OD DO | SR DIRECTOR OF CLINICAL EXAM Highest-paid employee | 40 | $139,911 | $18,669 |
| WHITNEY BOUKNIGHT JD | GENERAL COUNSEL Highest-paid employee | 20 | $133,519 | $22,490 |
| ROGER W VAN DEN BOSCH | DIRECTOR OF IT Highest-paid employee | 40 | $126,215 | $24,206 |
| NADIA SACHINSKI OD | DIRECTOR OF PART I Highest-paid employee | 40 | $107,444 | $14,856 |
| SELENE DAVIS CPA | DIRECTOR OF FINANCE Officer | 40 | $100,278 | $19,817 |
| JIM CAMPBELL OD | MEMBER Trustee or director | 4 | $2,713 | $0 |
| MICHAEL OHLSON OD | VICE PRESIDENT Trustee or director, Officer | 4 | $2,575 | $0 |
| PATRICK O-NEILL OD | MEMBER Trustee or director | 4 | $2,538 | $0 |
| SUSY YU OD MBA | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 4 | $2,363 | $0 |
| JOSHUA BAKER MS OD | MEMBER Trustee or director | 4 | $1,925 | $0 |
| KARLA ZADNIK OD PHD | PRESIDENT Trustee or director, Officer | 4 | $1,750 | $0 |
| LEWIS N REICH OD PHD | SECRETARY/TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| JOHN R SICOTTE MBA | MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7910 MICROSOFT WAY 250, CHARLOTTE, NC 28273-8110
- Principal officer (990 for 2024)
- S JILL BRYANT OD, 7910 MICROSOFT WAY 250, CHARLOTTE, NC 28273
- Signed the 990
- S JILL BRYANT OD, EXECUTIVE DIRECTOR
- Phone
- (704) 332-9565
- Website
- WWW.OPTOMETRY.ORG
- Return prepared by
- GREERWALKER LLP
Mission
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.
Program accomplishments
- 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.Expenses $6,666,442 · revenue $11,295,547
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0238342
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20Z)
- Assets (IRS master file)
- $17,040,918
- Income (IRS master file)
- $11,842,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,842,316 | $9,564,059 | $17,040,918 | IRS |
| 990 | December 2023 | $10,894,624 | $8,938,634 | $15,422,219 | XML |
| 990 | December 2022 | $9,173,202 | $8,028,607 | $12,682,481 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0238342).
Questions about NATIONAL BOARD OF EXAMINERS IN OPTOMETRY
- What is the EIN of NATIONAL BOARD OF EXAMINERS IN OPTOMETRY?
- The employer identification number (EIN) of NATIONAL BOARD OF EXAMINERS IN OPTOMETRY is 46-0238342.
- Is NATIONAL BOARD OF EXAMINERS IN OPTOMETRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to NATIONAL BOARD OF EXAMINERS IN OPTOMETRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL BOARD OF EXAMINERS IN OPTOMETRY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL BOARD OF EXAMINERS IN OPTOMETRY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL BOARD OF EXAMINERS IN OPTOMETRY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL BOARD OF EXAMINERS IN OPTOMETRY?
- The 990 for the year ended December 31, 2024 names S JILL BRYANT OD.
- Who are the officers and directors of NATIONAL BOARD OF EXAMINERS IN OPTOMETRY?
- The 990 for the year ended December 31, 2024 lists 15 people; 14 received compensation from the organization, the highest $276,709 (STACY JILL BRYANT OD MPH, EXECUTIVE DIRECTOR).
- How much revenue does NATIONAL BOARD OF EXAMINERS IN OPTOMETRY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,842,316, expenses of $9,564,059 and total assets of $17,040,918 at year end.
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