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Nonprofiteer
← CONFERENCE BOARD INC

Form 990 for tax year 2024

Filed by CONFERENCE BOARD INC.

Totals

Total revenue
$95,469,652
Total expenses
$77,184,879
Contributions and grants received
$14,623,810
Grants paid
$0
Program service revenue
$77,662,409
Investment income
$3,273,775
Other revenue
-$90,342
Total assets, end of year
$129,530,885
Total liabilities, end of year
$61,564,434
Net assets or fund balances, end of year
$67,966,451
Program services expenses (Part IX)
$56,929,939
Management and general expenses
$20,254,940
Fundraising expenses
$0
Program service expenses (Part III)
$56,929,939

Program services were 73.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Beth Brooke-Marciniak

    Vice Chair and Trustee

    Total calculated
    $0
    Hours/week
    1

  • EDWARD B RUST JR

    VICE CHAIRMAN AND TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George S Barrett

    Vice Chairman and Trustee

    Total calculated
    $0
    Hours/week
    1

  • Harry M Kraemer Jr

    Vice Chairman and Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Moritz

    Vice Chairman and Trustee (until 7/23/24)

    Total calculated
    $0
    Hours/week
    1

  • Ronald Williams

    Chairman and Trustee

    Total calculated
    $0
    Hours/week
    1

  • Steve Odland

    President and CEO, Trustee

    Total calculated
    $1,807,940
    From this org
    $1,474,119
    From related orgs
    $0
    Other
    $333,821
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $853,838
    Bonus
    $307,896
    Other
    $312,385
    Deferred
    $310,426
    Nontaxable benefits
    $23,395
    Filer's total
    $1,807,940

  • Susan Schwab

    Vice Chairman and Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anna Mok

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Asutosh Padhi

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Camille Olson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ellen Alemany

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gabrielle Sulzberger

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Holly Gagnon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kathy Hopinkah Hannan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kathy Horgan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Maria Sastre

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Scott DeRue

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan Black

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tamara Lundgren

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas McInerney

    Trustee (as of 7/23/24)

    Total calculated
    $0
    Hours/week
    1

  • Vicky Bailey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel Saltman

    Assistant Treasurer

    Total calculated
    $228,275
    From this org
    $178,775
    From related orgs
    $0
    Other
    $49,500
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $156,103
    Bonus
    $21,150
    Other
    $1,522
    Deferred
    $15,491
    Nontaxable benefits
    $34,009
    Filer's total
    $228,275

  • James Slamp

    EVP, Chief Financial Officer and Treasurer (until 6/30/24)

    Total calculated
    $391,678
    From this org
    $348,153
    From related orgs
    $0
    Other
    $43,525
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $191,998
    Bonus
    $110,000
    Other
    $46,155
    Deferred
    $25,070
    Nontaxable benefits
    $18,455
    Filer's total
    $391,678

  • Jennifer Chan

    Assistant General Counsel and Secretary

    Total calculated
    $173,436
    From this org
    $160,289
    From related orgs
    $0
    Other
    $13,147
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,891
    Bonus
    $16,102
    Other
    $296
    Deferred
    $13,147
    Nontaxable benefits
    $0
    Filer's total
    $173,436

  • Steve Forrey

    Chief Financial Officer (as of 7/1/24)

    Total calculated
    $289,003
    From this org
    $250,111
    From related orgs
    $0
    Other
    $38,892
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $205,704
    Bonus
    $24,750
    Other
    $19,657
    Deferred
    $19,406
    Nontaxable benefits
    $19,486
    Filer's total
    $289,003

  • Dana Peterson

    Chief Economist

    Total calculated
    $472,517
    From this org
    $427,197
    From related orgs
    $0
    Other
    $45,320
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $326,101
    Bonus
    $100,000
    Other
    $1,096
    Deferred
    $34,216
    Nontaxable benefits
    $11,104
    Filer's total
    $472,517

  • Kathleen Plotkin

    Chief U.S. Member Development Officer

    Total calculated
    $423,281
    From this org
    $391,436
    From related orgs
    $0
    Other
    $31,845
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $315,385
    Bonus
    $75,000
    Other
    $1,051
    Deferred
    $31,845
    Nontaxable benefits
    $0
    Filer's total
    $423,281

  • Kelly Zimmerman

    Chief Events Officer (as of 4/8/24)

    Total calculated
    $228,811
    From this org
    $220,061
    From related orgs
    $0
    Other
    $8,750
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $219,319
    Bonus
    $0
    Other
    $742
    Deferred
    $8,750
    Nontaxable benefits
    $0
    Filer's total
    $228,811

  • Paul Washington

    Executive Director, Environmental, Social, and Governance Center (until 4/12/24)

    Total calculated
    $217,685
    From this org
    $197,917
    From related orgs
    $0
    Other
    $19,768
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $89,821
    Bonus
    $100,000
    Other
    $8,096
    Deferred
    $8,525
    Nontaxable benefits
    $11,243
    Filer's total
    $217,685

  • Sara Murray

    Managing Director, International

    Total calculated
    $531,677
    From this org
    $428,464
    From related orgs
    $0
    Other
    $103,213
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $320,239
    Bonus
    $108,225
    Other
    $0
    Deferred
    $84,605
    Nontaxable benefits
    $18,608
    Filer's total
    $531,677

  • Carol Orenstein

    Chief Strategy Officer

    Total calculated
    $478,491
    From this org
    $421,229
    From related orgs
    $0
    Other
    $57,262
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $316,486
    Bonus
    $100,000
    Other
    $4,743
    Deferred
    $33,867
    Nontaxable benefits
    $23,395
    Filer's total
    $478,491

  • Diana Scott

    U.S. Human Capital Center Leader

    Total calculated
    $385,442
    From this org
    $352,410
    From related orgs
    $0
    Other
    $33,032
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $298,799
    Bonus
    $45,000
    Other
    $8,611
    Deferred
    $21,928
    Nontaxable benefits
    $11,104
    Filer's total
    $385,442

  • Ivan Pollard

    Marketing & Communications Center Leader

    Total calculated
    $476,961
    From this org
    $425,659
    From related orgs
    $0
    Other
    $51,302
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $320,916
    Bonus
    $100,000
    Other
    $4,743
    Deferred
    $23,929
    Nontaxable benefits
    $27,373
    Filer's total
    $476,961

  • Jennifer Tarlow

    Chief Human Resource Officer

    Total calculated
    $430,959
    From this org
    $388,982
    From related orgs
    $0
    Other
    $41,977
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $294,664
    Bonus
    $90,000
    Other
    $4,318
    Deferred
    $30,876
    Nontaxable benefits
    $11,101
    Filer's total
    $430,959

  • Matthew Dornfeld

    Senior Director, U.S. Member Development

    Total calculated
    $414,641
    From this org
    $350,591
    From related orgs
    $0
    Other
    $64,050
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $350,127
    Bonus
    $0
    Other
    $464
    Deferred
    $26,938
    Nontaxable benefits
    $37,112
    Filer's total
    $414,641

  • Tricia La Marca

    Council Relationship Executive (Former Chief Exec. Programming Officer)

    Total calculated
    $363,273
    From this org
    $336,672
    From related orgs
    $0
    Other
    $26,601
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $287,512
    Bonus
    $45,000
    Other
    $4,160
    Deferred
    $26,601
    Nontaxable benefits
    $0
    Filer's total
    $363,273

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE CONFERENCE BOARD (SINGAPORE) LTD

    C Corporation · EDUCATION/RESEARCH · SN · 100% owned · controlled entity

    Directly controlled by THE CONFERENCE BOARD INC

  • TCB FORUM

    C Corporation · INACTIVE · IN · 100% owned · controlled entity

    Directly controlled by THE CONFERENCE BOARD INC

  • TCB CONFERENCE BOARD (INDIA) PRIVATE LIMITED

    C Corporation · EDUCATION/RESEARCH · IN · 100% owned · controlled entity

    Directly controlled by THE CONFERENCE BOARD (SINGAPORE) LTD

  • GULF CENTER FOR ECONOMICS AND BUSINESS RESEARCH

    C Corporation · ECONOMIC RESEARCH (DISSOLVED AS OF JUNE, 2024) · KU · 100% owned · share of assets $0 · controlled entity

    Directly controlled by THE CONFERENC E BOARD INC

Provenance

Return type
form_990
Tax year
2024
Filed
16 October 2025
IRS schema version
2024v5.1
Source object
202502899349300910

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