2025-10-16T09:29:32+00:00 2024-12-31 135565207 KPMG LLP 345 Park Avenue New York NY 10154 990 2024-01-01 131624108 The Conference Board Inc CONF 2127590900 845 Third Avenue New York NY 100226600 Daniel Saltzman Corporate Controller 2123390385 2025-10-16 true EVAN SEEKAMP P01907071 2127589700 2025-10-02 2024 2025-03-06 01:10:19Z Steve Odland CEO 845 Third Avenue New York NY 100226600 123985670 false X WWW.CONFERENCE-BOARD.ORG X 1924 NY The Conference Board is the member-driven think tank that delivers trusted insights for what's ahead. We help Members anticipate "What's Ahead," improve their performance, and better serve society. Founded in 1916, we are a non-partisan, not-for-profit entity holding 501 (c) (3) tax-exempt status in the United States. 21 20 280 22 0 8401198 14623810 84232737 77662409 2512724 3273775 4694529 -90342 99841188 95469652 0 0 47259678 47859842 0 0 29218109 29325037 76477787 77184879 23363401 18284773 114855045 129530885 66749669 61564434 48105376 67966451 X The Conference Board is the member-driven think tank that delivers trusted insights for what's ahead. We help Members anticipate "What's Ahead," improve their performance, and better serve society. Founded in 1916, we are a non-partisan, not-for-profit entity holding 501 (c) (3) tax-exempt status in the United States. false false 41283489 72485105 CONFERENCE & MEETINGS: THE CONFERENCE BOARD CONDUCTS CONFERENCES, SEMINARS, BRIEFINGS AND PEER GROUP COUNCILS TO EXCHANGE INSIGHTS AMONG EXECUTIVES OF CORPORATIONS IN VARIOUS INDUSTRY SEGMENTS. 13495011 5177304 RESEARCH: THE CONFERENCE BOARD CREATES AND DISSEMINATES KNOWLEDGE ABOUT MANAGEMENT AND THE MARKETPLACE TO HELP BUSINESSES STRENGTHEN THEIR PERFORMANCE AND BETTER SERVE SOCIETY. WORKING AS A GLOBAL INDEPENDENT MEMBERSHIP ORGANIZATION IN THE PUBLIC INTEREST, THE CONFERENCE BOARD CONDUCTS RESEARCH AND PRODUCES RESEARCH REPORTS . 1133315 PUBLICATIONS: THROUGH A WIDE RANGE OF REPORTS AND PERIODICALS, THE CONFERENCE BOARD ANALYZES AND REPORTS ON BUSINESS PRACTICES AND POLICIES AND EVALUATES WORLDWIDE ECONOMIC TRENDS. 1018124 INFORMATION: THE COMMUNICATION DEPARTMENT COMMUNICATES THE VALUE AND PUBLIC BENEFITS OF THE CONFERENCE BOARD TO MAJOR MEDIA, INCLUDING NEWSPAPERS, MAGAZINES, RADIO/TV, AND INTERNET USERS. THROUGH PRESS RELEASES, NEWS ALERTS, PERSONAL CONTACTS AND NEWS BRIEFINGS, THE DEPARTMENT PUBLICIZES THE CONFERENCE BOARD'S MANAGEMENT AND ECONOMIC RESEARCH AND PROGRAMS. 1018124 56929939 true false false false false false false false false false true false false true true true false true false true true false false false true false false false false true false false false false false false false false false false false false false false false true true true false false true X 206 0 true 280 true false true IN KU SN BE false false false true true false false false false true false X 21 20 false false false false true true true true true false false false true true true true true true true true false false CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY X Daniel Saltzman 2123390385 845 Third Avenue New York NY 10022 Beth Brooke-Marciniak Vice Chair and Trustee 1.0 0.0 X X 0 0 0 EDWARD B RUST JR VICE CHAIRMAN AND TRUSTEE 1.0 0.0 X X 0 0 0 George S Barrett Vice Chairman and Trustee 1.0 0.0 X X 0 0 0 Harry M Kraemer Jr Vice Chairman and Trustee 1.0 0.0 X X 0 0 0 Robert Moritz Vice Chairman and Trustee (until 7/23/24) 1.0 0.0 X X 0 0 0 Ronald Williams Chairman and Trustee 1.0 0.0 X X 0 0 0 Steve Odland President and CEO, Trustee 35.0 0.0 X X 1474119 0 333821 Susan Schwab Vice Chairman and Trustee 1.0 0.0 X X 0 0 0 Anna Mok Trustee 1.0 0.0 X 0 0 0 Asutosh Padhi Trustee 1.0 0.0 X 0 0 0 Camille Olson Trustee 1.0 0.0 X 0 0 0 Ellen Alemany Trustee 1.0 0.0 X 0 0 0 Gabrielle Sulzberger Trustee 1.0 0.0 X 0 0 0 Holly Gagnon Trustee 1.0 0.0 X 0 0 0 Kathy Hopinkah Hannan Trustee 1.0 0.0 X 0 0 0 Kathy Horgan Trustee 1.0 0.0 X 0 0 0 Maria Sastre Trustee 1.0 0.0 X 0 0 0 Scott DeRue Trustee 1.0 0.0 X 0 0 0 Susan Black Trustee 1.0 0.0 X 0 0 0 Tamara Lundgren Trustee 1.0 0.0 X 0 0 0 Thomas McInerney Trustee (as of 7/23/24) 1.0 0.0 X 0 0 0 Vicky Bailey Trustee 1.0 0.0 X 0 0 0 Daniel Saltman Assistant Treasurer 35.0 0.0 X 178775 0 49500 James Slamp EVP, Chief Financial Officer and Treasurer (until 6/30/24) 35.0 0.0 X 348153 0 43525 Jennifer Chan Assistant General Counsel and Secretary 35.0 0.0 X 160289 0 13147 Steve Forrey Chief Financial Officer (as of 7/1/24) 35.0 0.0 X 250111 0 38892 Dana Peterson Chief Economist 35.0 0.0 X 427197 0 45320 Kathleen Plotkin Chief U.S. Member Development Officer 35.0 0.0 X 391436 0 31845 Kelly Zimmerman Chief Events Officer (as of 4/8/24) 35.0 0.0 X 220061 0 8750 Paul Washington Executive Director, Environmental, Social, and Governance Center (until 4/12/24) 35.0 0.0 X 197917 0 19768 Sara Murray Managing Director, International 35.0 0.0 X 428464 0 103213 Carol Orenstein Chief Strategy Officer 35.0 0.0 X 421229 0 57262 Diana Scott U.S. Human Capital Center Leader 35.0 0.0 X 352410 0 33032 Ivan Pollard Marketing & Communications Center Leader 35.0 0.0 X 425659 0 51302 Jennifer Tarlow Chief Human Resource Officer 35.0 0.0 X 388982 0 41977 Matthew Dornfeld Senior Director, U.S. Member Development 35.0 0.0 X 350591 0 64050 Tricia La Marca Council Relationship Executive (Former Chief Exec. Programming Officer) 35.0 0.0 X 336672 0 26601 6352065 0 962005 122 true true false GREGG MAURO INC 340 NORTH CIVITAS ST MT PLEASANT SC 29464 PD AND PROFESSIONAL SERVICES 2004201 ECONOMIC MODELING LLC 232 N ALMON STREET MOSCOW ID 83843 RESEARCH SERVICES 1364746 CANON BUSINESS PROCESS SERVICES 261 MADISON NEW YORK NY 10016 COPYING SERVICES 808747 DATAMATICS GLOBAL SERVICES LIMITED UNIT NO 117-120 SDF-IV SEEPZ ANDHERI E MUMBAI Maharashtra IN 400093 PROFESSIONAL IT SERVICES 741348 BRAINSELL TECHNOLOGIES LLC 55 Ferncroft Rd Suite 205 Danvers MA 01923 SOFTWARE CONSULTING 393385 24 1498221 13125589 14623810 Conferences & Meetings 541900 3391526 3391526 Membership 541900 20564053 20564053 Councils and Centers 541900 53021568 53021568 All Other Program Service Revenue 541900 685262 685262 0 0 0 0 77662409 3575395 3575395 24117 24117 0 0 27950564 28252184 -301620 0 -301620 -301620 149375 1498221 263834 -114459 -114459 N/A N/A 0 0 0 0 0 95469652 77662409 0 3183433 X 4764302 2614504 2149798 34221854 25666391 8555463 708504 531378 177126 5671081 4253311 1417770 2494101 1870576 623525 158328 118746 39582 460516 345387 115129 91500 68625 22875 14206554 10654916 3551638 0 1416908 1062681 354227 3158027 2368520 789507 1486995 1115247 371748 5416208 4062156 1354052 568917 426688 142229 296640 222480 74160 CREDIT CARD COLLECTION FEES 609152 456864 152288 BOOKS, PERIODICALS & SERVICE 400997 300748 100249 TRAINING 65051 48788 16263 ALL OTHER EXPENSE 989244 741933 247311 0 0 0 0 77184879 56929939 20254940 0 3419394 14980825 51594034 37673384 11323706 8860163 0 0 0 0 2560346 3162398 22305319 21276889 1389425 1028430 32348854 54025954 0 0 12219286 9799731 114855045 129530885 21289662 18245710 33084327 33157921 0 0 12375680 10160803 66749669 61564434 46458436 66522625 1646940 1443826 48105376 67966451 114855045 129530885 X 18284773 1706429 -130127 X false true true false X 9258247 8340428 11683021 8401198 14623810 52306704 0 0 0 0 0 0 9258247 8340428 11683021 8401198 14623810 52306704 0 52306704 453417 312601 662813 2523538 3599512 7551881 0 0 0 0 61800 87500 4818368 149375 5117043 64975628 363055668 0.80502 0.84418 X Schedule A, Part I, Line 7 THE ORGANIZATION HAS BEEN DETERMINED BY THE IRS TO BE A PUBLIC CHARITY UNDER SECTION 509(A)(2). HOWEVER, THE ORGANIZATION MEETS THE PUBLIC SUPPORT TEST UNDER SECTION 170(B)(1)(A)(VI) AND HAS COMPLETED SCHEDULE A, PART II. Schedule A, Part II, Line 10 Other Income DESCRIPTION - EMPLOYEE RETENTION CREDIT, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 4728068.0, COLUMN E - , COLUMN F - 4728068.0; DESCRIPTION - FUNDRAISING, COLUMN A - , COLUMN B - 61800.0, COLUMN C - 87500.0, COLUMN D - 90300.0, COLUMN E - 149375.0, COLUMN F - 388975.0; 5796401 5326104 470297 11023573 10469750 553823 5485345 5481035 4310 1028430 Receivable from Liquidation of Pension Plan Right of Use Asset 9799731 9799731 Federal Income Taxes Deferred Rent Postretirement benefit obligation 1481224 Lease Liability 8499969 Pension Liability 179610 Foreign Subs 10160803 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Conference Board is a Section 501(c)(3) organization and is exempt from federal and state income taxes under Section 501(a) of the Internal Revenue Code (IRC) and its related income is not subject to federal and state income taxes. The Conference Board recognizes the effect of income tax positions only if those positions are more likely than not of being sustained and has determined that it is more likely than not that there are no significant uncertain tax positions. Income generated from activities unrelated to The Conference Board's exempt purpose is subject to tax under IRC Section 511. The Conference Board did not recognize any unrelated business income tax liability for the years ended December 31, 2024 or 2023. East Asia and the Pacific 3 34 Program Services Conferences/Councils / Membership/Meetings 2298890 Europe (Including Iceland and Greenland) 4 61 Program Services Membership/Meetings/Councils 9930342 7 95 0 0 7 95 12229232 0 12229232 true false true false false true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual CED Dinner 1515500 1418600 96900 98786 42337 53556 Corporate Responsibility Dinner 132096 79621 52475 45546 19520 4089 0 1647596 1498221 149375 144332 61857 57645 263834 -114459 X X true true X X X false true false false false false false true false Steve Odland President and CEO, Trustee 853838 0 307896 0 312385 0 310426 0 23395 0 1807940 0 0 0 Daniel Saltman Assistant Treasurer 156103 0 21150 0 1522 0 15491 0 34009 0 228275 0 0 0 James Slamp EVP, Chief Financial Officer and Treasurer (until 6/30/24) 191998 0 110000 0 46155 0 25070 0 18455 0 391678 0 0 0 Jennifer Chan Assistant General Counsel and Secretary 143891 0 16102 0 296 0 13147 0 0 0 173436 0 0 0 Steve Forrey Chief Financial Officer (as of 7/1/24) 205704 0 24750 0 19657 0 19406 0 19486 0 289003 0 0 0 Tricia La Marca Council Relationship Executive (Former Chief Exec. Programming Officer) 287512 0 45000 0 4160 0 26601 0 0 0 363273 0 0 0 Dana Peterson Chief Economist 326101 0 100000 0 1096 0 34216 0 11104 0 472517 0 0 0 Sara Murray Managing Director, International 320239 0 108225 0 0 0 84605 0 18608 0 531677 0 0 0 Kathleen Plotkin Chief U.S. Member Development Officer 315385 0 75000 0 1051 0 31845 0 0 0 423281 0 0 0 Paul Washington Executive Director, Environmental, Social, and Governance Center (until 4/12/24) 89821 0 100000 0 8096 0 8525 0 11243 0 217685 0 0 0 Kelly Zimmerman Chief Events Officer (as of 4/8/24) 219319 0 0 0 742 0 8750 0 0 0 228811 0 0 0 Jennifer Tarlow Chief Human Resource Officer 294664 0 90000 0 4318 0 30876 0 11101 0 430959 0 0 0 Carol Orenstein Chief Strategy Officer 316486 0 100000 0 4743 0 33867 0 23395 0 478491 0 0 0 Ivan Pollard Marketing & Communications Center Leader 320916 0 100000 0 4743 0 23929 0 27373 0 476961 0 0 0 Diana Scott U.S. Human Capital Center Leader 298799 0 45000 0 8611 0 21928 0 11104 0 385442 0 0 0 Matthew Dornfeld Senior Director, U.S. Member Development 350127 0 0 0 464 0 26938 0 37112 0 414641 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments In 2024, TCB made a gross-up payment of $7,909.21 to Steve Forrey, Chief Financial Officer to pay for the taxes on reimbursement for travel. This was reported in Other Reportable Compensation on Schedule J, Part II, column (B)(iii). Schedule J, Part I, Line 1a Housing allowance or residence for personal use Housing allowances for Steve Odland and James Slamp were provided as taxable compensation and reported as part of Schedule J, Part II, (B)(iii) Other Reportable Compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Steve Odland participates in a Section 457(f) deferred compensation arrangement that provides for certain additional compensation for each year of service to the organization. For the 2024 tax year, plan distributions includable in income under section 457(f) totaled $235,276 and are reported on Schedule J, Part II, column (B)(iii). A deferred amount of $260,276 reported in Schedule J, Part II, Column (C) represents a portion of unvested future payments that have not yet been paid. Schedule J, Part I, Line 7 Non-fixed payments Employees who were employed before the 4th fiscal quarter of a given year may be eligible to participate in that fiscal year's discretionary bonus pool. If eligible to receive a discretionary bonus, the employee must be employed on the day the bonus is paid to receive it. Once the CFO and CEO agree that bonuses will be paid, each Executive Committee member works with Human Resources to determine the amount of each bonus, which is based on Company and Individual performance. Each employee has a "target" bonus %, but actual bonus may be higher/lower than target based on performance. For the Executive Committee members, bonuses are determined by CEO based on performance and approved by the Board. The CEO's bonus is determined/approved by the Board. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,018,124 including grants of $) INFORMATION: THE COMMUNICATION DEPARTMENT COMMUNICATES THE VALUE AND PUBLIC BENEFITS OF THE CONFERENCE BOARD TO MAJOR MEDIA, INCLUDING NEWSPAPERS, MAGAZINES, RADIO/TV, AND INTERNET USERS. THROUGH PRESS RELEASES, NEWS ALERTS, PERSONAL CONTACTS AND NEWS BRIEFINGS, THE DEPARTMENT PUBLICIZES THE CONFERENCE BOARD'S MANAGEMENT AND ECONOMIC RESEARCH AND PROGRAMS. Form 990, Part VI, Line 6 Classes of members or stockholders THE CONFERENCE BOARD HAS A SINGLE CLASS OF MEMBERS WHO SERVE FOR RENEWABLE (AND STAGGERED) THREE YEAR TERMS. MOST VOTING MEMBERS ARE EITHER THE CURRENT OR RETIRED CHIEF EXECUTIVE OFFICER OF A MEMBER COMPANY. THE CONFERENCE BOARD VOTING MEMBERS SUPPORT OUR CORPORATE GOVERNANCE BY PARTICIPATING IN AN ANNUAL PROXY FOR OUR BOARD OF TRUSTEES. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body A SINGLE CLASS OF MEMBERS SERVES FOR RENEWABLE (AND STAGGERED) THREE YEAR TERMS AND HAVE THE RIGHT TO ELECT TRUSTEES, AND APPROVE SIGNIFICANT BOARD DECISIONS, SUCH AS A DISSOLUTION OF THE COMPANY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Same as 7a Form 990, Part VI, Line 11b Review of form 990 by governing body THE CONFERENCE BOARD'S FORM 990 IS PREPARED INTERNALLY BY THE ACCOUNTING DEPARTMENT UNDER THE DIRECT SUPERVISION OF THE CONTROLLER. THE DRAFT FORM 990 IS SENT TO THE CONFERENCE BOARD'S INDEPENDENT ACCOUNTING FIRM, KPMG LLP, FOR REVIEW, AND THEN REVIEWED BY THE CONFERENCE BOARD'S CFO AND LEGAL COUNSEL. SUBSEQUENTLY, THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE. THE FINAL FORM 990, AS FILED WITH THE IRS, IS PROVIDED TO ALL MEMBERS OF THE BOARD THROUGH AN EMAIL WITH A PASSWORD AND URL LINK TO A SECURE WEBSITE PRIOR TO FILING WITH TH Form 990, Part VI, Line 12c Conflict of interest policy THE CONFERENCE BOARD'S (TCB) CONFLICT OF INTEREST POLICY IS DESIGNED TO ENSURE THE HIGHEST LEVEL OF ETHICAL CONDUCT OF PERSONS EMPLOYED BY OR INVOLVED IN THE GOVERNANCE OF TCB IN ALL THAT PERTAINS TO TCB, AND TO AVOID PUBLIC PERCEPTIONS AND FINANCIAL CONSEQUENCES DETRIMENTAL TO TCB THAT COULD ARISE FROM THE MISUSE, OR PERCEPTION OF MISUSE, OF AN INDIVIDUAL'S POSITION OR INFLUENCE. THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR ENSURING COMPLIANCE WITH THIS POLICY, ADMINISTERING THE ANNUAL STATEMENT, AND MAKING DECISIONS AS REQUIRED TO AVOID ACTUAL CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES WILL ALSO REVIEW AND REVISE THIS POLICY AS NECESSARY. ANY BOARD MEMBERS WITH A CONFLICT IN A MATTER REQUIRING ACTION BY THE BOARD ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official In setting the total 2024 compensation of the CEO and its officers and key employees, The Conference Board used the following procedures in order to establish a rebuttable presumption that the compensation was reasonable: The organization commissioned an independent compensation consultant, Quatt Associates, to conduct a compensation study benchmarking TCB's compensation against that paid by comparable peer organizations. The study assessed the current and proposed compensation paid to TCB's CEO and other disqualified persons against the compensation paid by 19 peer organizations. The results of this study were presented to the disinterested members of the Organization's Board of Trustees, which assessed the comparability data against performance reviews before approving the compensation package of the CEO and each disqualified person. Any trustees with a conflict of interest with respect to the disqualified persons whose compensation was being considered, including those who are also paid employees of TCB (including the CEO), recused themselves from the compensation approval process, beyond providing information to and answering questions from the Board. All compensation decision making was documented contemporaneously in minutes of the meetings of the Board. Form 990, Part VI, Line 15b Process to establish compensation of other employees SAME AS LINE 15A Form 990, Part VI, Line 19 Required documents available to the public THE CONFERENCE BOARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTOR - FEES - Total Expense: 7282988, Program Service Expense: 5462241, Management and General Expenses: 1820747, Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 2823652, Program Service Expense: 2117739, Management and General Expenses: 705913, Fundraising Expenses: ; CED PROG EXP - Total Expense: 168450, Program Service Expense: 126338, Management and General Expenses: 42112, Fundraising Expenses: ; MANAGEMENT CONSULTING SERVICES - Total Expense: 242000, Program Service Expense: 181500, Management and General Expenses: 60500, Fundraising Expenses: ; CUSTOMIZED PROMOTIONS - Total Expense: 436496, Program Service Expense: 327372, Management and General Expenses: 109124, Fundraising Expenses: ; PURCHASED RESEARCH - Total Expense: 86539, Program Service Expense: 64904, Management and General Expenses: 21635, Fundraising Expenses: ; Other fees for services - Total Expense: 2473404, Program Service Expense: 1855053, Management and General Expenses: 618351, Fundraising Expenses: ; RECRUITMENT EXPENSES - Total Expense: 693025, Program Service Expense: 519769, Management and General Expenses: 173256, Fundraising Expenses: ; RELOCATION - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pension related changes - -177474; Effect of Foreign Currency Translation - 132731; Foreign Sub Adjustment - -85384; Program Service Accomplishments We conduct research, convene conferences, make forecasts, assess trends, publish information and analysis and bring executives together to learn from one another. THE CONFERENCE BOARD (SINGAPORE) LTD 22 Cross Street 02-01 SN 048421 EDUCATION/RESEARCH SN THE CONFERENCE BOARD INC C Corporation 1 true TCB FORUM 120 DINSHAW VACHA ROAD CHURCHGATE MUMBAI IN 400020 INACTIVE IN THE CONFERENCE BOARD INC C Corporation 1 true TCB CONFERENCE BOARD (INDIA) PRIVATE LIMITED 120 DINSHAW VACHA ROAD CHURCHGATE MUMBAI IN 400020 EDUCATION/RESEARCH IN THE CONFERENCE BOARD (SINGAPORE) LTD C Corporation 1 true GULF CENTER FOR ECONOMICS AND BUSINESS RESEARCH AL-TIJARIA TOWER 24TH FLOOR SHARQ kUWAIT KU 15300 ECONOMIC RESEARCH (DISSOLVED AS OF JUNE, 2024) KU THE CONFERENC E BOARD INC C Corporation 0 1 true false false false true false false false false false false false false false false true false false true true GULF CENTER FOR ECONOMICS AND BUSINESS RESEARCH S 146853 Book Value