Skip to content
Nonprofiteer
← CONFERENCE BOARD INC

Form 990 for tax year 2022

Filed by CONFERENCE BOARD INC.

Totals

Total revenue
$87,594,934
Total expenses
$70,805,422
Contributions and grants received
$11,683,021
Grants paid
$0
Program service revenue
$75,376,959
Investment income
$535,613
Other revenue
-$659
Total assets, end of year
$92,135,904
Total liabilities, end of year
$68,356,939
Net assets or fund balances, end of year
$23,778,965
Program services expenses (Part IX)
$49,930,465
Management and general expenses
$20,874,957
Fundraising expenses
$0
Program service expenses (Part III)
$49,930,465

Program services were 70.5% 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

    Total calculated
    $0
    Hours/week
    1

  • Roger Ferguson Jr

    Vice Chair and Trustee

    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
    $1,453,425
    From this org
    $1,258,290
    From related orgs
    $0
    Other
    $195,135
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $933,625
    Bonus
    $263,104
    Other
    $61,561
    Deferred
    $173,611
    Nontaxable benefits
    $21,524
    Filer's total
    $1,453,425

  • Susan Schwab

    Vice Chairman and Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anna Mok

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Asutosh Padhi

    Trustee as of 2/23/22

    Total calculated
    $0
    Hours/week
    1

  • Beth Mooney

    Trustee until 4/28/2022

    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

  • Jack Hockema

    Trustee until 10/27/2022

    Total calculated
    $0
    Hours/week
    1

  • Kathy Hopinkah Hannan

    Trustee as of 7/12/2022

    Total calculated
    $0
    Hours/week
    1

  • Liz Hilton Segel

    Trustee until 2/9/2022

    Total calculated
    $0
    Hours/week
    1

  • Maria Sastre

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pablo Gonzalez Guajardo

    TRUSTEE until 1/7/2022

    Total calculated
    $0
    Hours/week
    1

  • Ronald O'Hanley

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Scott DeRue

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Birrell Luedke

    Trustee until 10/27/2022

    Total calculated
    $0
    Hours/week
    1

  • Susan Black

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Vicky Bailey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel Saltman

    Assistant Treasurer

    Total calculated
    $197,638
    From this org
    $153,030
    From related orgs
    $0
    Other
    $44,608
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $138,364
    Bonus
    $13,342
    Other
    $1,324
    Deferred
    $13,317
    Nontaxable benefits
    $31,291
    Filer's total
    $197,638

  • James Slamp

    EVP, Chief Financial Officer and Treasurer

    Total calculated
    $555,419
    From this org
    $479,926
    From related orgs
    $0
    Other
    $75,493
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $356,273
    Bonus
    $80,000
    Other
    $43,653
    Deferred
    $44,202
    Nontaxable benefits
    $31,291
    Filer's total
    $555,419

  • Jennifer Chan

    Assistant General Counsel and Secretary

    Total calculated
    $163,882
    From this org
    $151,343
    From related orgs
    $0
    Other
    $12,539
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $137,098
    Bonus
    $14,000
    Other
    $245
    Deferred
    $12,539
    Nontaxable benefits
    $0
    Filer's total
    $163,882

  • Dana Peterson

    Chief Economist

    Total calculated
    $418,820
    From this org
    $378,091
    From related orgs
    $0
    Other
    $40,729
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $305,062
    Bonus
    $72,000
    Other
    $1,029
    Deferred
    $30,513
    Nontaxable benefits
    $10,216
    Filer's total
    $418,820

  • Kathleen Plotkin

    Chief U.S. Member Development Officer

    Total calculated
    $347,306
    From this org
    $322,851
    From related orgs
    $0
    Other
    $24,455
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $278,922
    Bonus
    $43,000
    Other
    $929
    Deferred
    $24,455
    Nontaxable benefits
    $0
    Filer's total
    $347,306

  • Marion Feigenbaum

    EVP, Executive Programs until 3/31/2022

    Total calculated
    $203,524
    From this org
    $178,981
    From related orgs
    $0
    Other
    $24,543
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $101,432
    Bonus
    $75,000
    Other
    $2,549
    Deferred
    $19,236
    Nontaxable benefits
    $5,307
    Filer's total
    $203,524

  • Paul Washington

    Executive Director, Environmental, Social, and Governance Center

    Total calculated
    $411,975
    From this org
    $360,892
    From related orgs
    $0
    Other
    $51,083
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $291,602
    Bonus
    $65,000
    Other
    $4,290
    Deferred
    $19,792
    Nontaxable benefits
    $31,291
    Filer's total
    $411,975

  • Sara Murray

    Managing Director, International

    Total calculated
    $378,778
    From this org
    $338,246
    From related orgs
    $0
    Other
    $40,532
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $275,246
    Bonus
    $63,000
    Other
    $0
    Deferred
    $32,538
    Nontaxable benefits
    $7,994
    Filer's total
    $378,778

  • Tom Stigler

    SVP US Development until 4/1/2022

    Total calculated
    $182,857
    From this org
    $159,641
    From related orgs
    $0
    Other
    $23,216
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $81,247
    Bonus
    $75,000
    Other
    $3,394
    Deferred
    $15,487
    Nontaxable benefits
    $7,729
    Filer's total
    $182,857

  • Tricia LaMarca

    Chief Executive Programs Officer

    Total calculated
    $337,303
    From this org
    $312,580
    From related orgs
    $0
    Other
    $24,723
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $35,000
    Other
    $2,580
    Deferred
    $24,723
    Nontaxable benefits
    $0
    Filer's total
    $337,303

  • Carol Orenstein

    Chief Strategy Officer

    Total calculated
    $431,620
    From this org
    $369,491
    From related orgs
    $0
    Other
    $62,129
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $296,588
    Bonus
    $70,000
    Other
    $2,903
    Deferred
    $30,838
    Nontaxable benefits
    $31,291
    Filer's total
    $431,620

  • David Turchetti

    Senior Director, Partnerships

    Total calculated
    $419,298
    From this org
    $369,363
    From related orgs
    $0
    Other
    $49,935
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $368,834
    Bonus
    $0
    Other
    $529
    Deferred
    $24,750
    Nontaxable benefits
    $25,185
    Filer's total
    $419,298

  • Jennifer Tarlow

    Chief Human Resource Officer

    Total calculated
    $383,391
    From this org
    $345,964
    From related orgs
    $0
    Other
    $37,427
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $278,324
    Bonus
    $65,000
    Other
    $2,640
    Deferred
    $27,211
    Nontaxable benefits
    $10,216
    Filer's total
    $383,391

  • Lori Murray

    President, Committee for Economic Development

    Total calculated
    $446,761
    From this org
    $403,792
    From related orgs
    $0
    Other
    $42,969
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $315,082
    Bonus
    $80,000
    Other
    $8,710
    Deferred
    $31,774
    Nontaxable benefits
    $11,195
    Filer's total
    $446,761

  • Rebecca Ray

    EVP Human Capital

    Total calculated
    $464,769
    From this org
    $422,921
    From related orgs
    $0
    Other
    $41,848
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $341,360
    Bonus
    $72,000
    Other
    $9,561
    Deferred
    $31,632
    Nontaxable benefits
    $10,216
    Filer's total
    $464,769

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 · 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 Housing allowance or residence for personal use
Housing allowance 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
During the year, a 457 (b) payment was made to: Steve Odland $20,500 Marion Feigenbaum $5,391.84 Jim Slamp $20,500 Rebecca Ray $9,331.15 Thomas Stigler $3,666.72 Lori Murray $7,763.02 Carol Orenstein $6,600 Jennifer Tarlow $4,183.35 Paul Washington $4,666.68 Dana Peterson $7,123.02 These payments are reported as part of Schedule J, Part II, (c),Retirement & Other Deferred Compensation
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 SINGAPORE BOARD (SINGAPORE) LTC

    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 · KU · 100% owned · controlled entity

    Directly controlled by THE CONFERENCE BOARD INC

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202342989349301859

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.