2014-05-15T21:13:02-05:00 2013-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 10154 990 2012-07-01 131624108 THE CONFERENCE BOARD INC CONF 2127590900 845 Third Avenue New York NY 100226600 JAMES SLAMP 2014-05-15 true P00916443 2127589700 2012 2015-11-30 17:44:51Z JONATHAN SPECTOR CEO 845 Third Avenue New York NY 100226600 68612518 false X WWW.CONFERENCE-BOARD.ORG X 1924 NY THE CONFERENCE BOARD CREATES AND DISSEMINATES KNOWLEDGE ABOUT MANAGEMENT AND THE MARKETPLACE TO HELP BUSINESSES STRENGTHEN THEIR PERFORMANCE AND BETTER SERVE SOCIETY. 21 20 263 21 8742 7492 6785756 7701877 46332838 48843208 277169 836316 54564 29683 53450327 57411084 0 0 0 0 31101342 33807496 0 0 0 24634029 24312109 55735371 58119605 -2285044 -708521 25889691 27129840 58624542 56238321 -32734851 -29108481 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, WE CONDUCT RESEARCH, CONVENE CONFERENCES, MAKE FORECASTS, ASSESS TRENDS, PUBLISH INFORMATION AND ANALYSIS AND BRING EXECUTIVES TOGETHER TO LEARN FROM ONE ANOTHER. false false 28016739 41410613 THE CONFERENCE BOARD CONDUCTS CONFERENCES, SEMINARS, BRIEFINGS AND PEER GROUP COUNCILS TO EXCHANGE INSIGHTS AMONG EXECUTIVES OF CORPORATIONS IN VARIOUS INDUSTRY SEGMENTS. DURING THE YEAR, THE CONFERENCE BOARD HELD 41 CONFERENCES, 39 SEMINARS, AND 19 WORKSHOPS. 15318621 7194565 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 PRODUCED 27 RESEARCH REPORTS DURING THE YEAR. 3538587 238030 THROUGH A WIDE RANGE OF REPORTS AND PERIODICALS, THE CONFERENCE BOARD ANALYZES AND REPORTS ON BUSINESS PRACTICES AND POLICIES, AND EVALUATES WORLDWIDE ECONOMIC TRENDS. DURING THE YEAR, THE CONFERENCE BOARD PUBLISHED 21 EXECUTIVE ACTIONS, 7 COUNCIL PERSPECTIVES, 19 CONFERENCE KEYNOTES, 12 BUSINESS CYCLE INDICATORS AND 2 STRAIGHT TALK PUBLICATIONS. 1368414 OTHER PROGRAM SERVICES - 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. DURING THE YEAR, THE CONFERENCE BOARD RECEIVED 1,636 INFORMATION REQUESTS, AND WAS FEATURED 100,464 TIMES IN WORLD MEDIA REPORTS. 1368414 48242361 true true false false false false false false false true false false false true true true false false true true false false false false false false false false true false false false false false false false false false false false false false true true true false false true 165 0 true 263 true true true true BE IN SN false false false false false false false false X 21 20 false true false false true true true true true false false true true true true true true true true true true CA NY X Daniel Saltzman 2123390385 845 Third Avenue New York NY 10022 ALAN M DACHS 1.00 X X 0 0 0 EDWARD B RUST JR 1.00 X X 0 0 0 HARRY M JANSEN KRAEMER JR 1.00 X X 0 0 0 JONATHAN SPECTOR 40.00 X X 1464679 0 432427 JOSEF ACKERMANN 1.00 X X 0 0 0 RONALD A WILLIAMS 1.00 X X 0 0 0 CESAR ALIERTA IZUEL 1.00 X 0 0 0 DANIEL F MUZYKA 1.00 X 0 0 0 DAVID SCHMITTLEIN 1.00 X 0 0 0 DIPAK C JAIN 1.00 X 0 0 0 DOUGLAS R CONANT 1.00 X 0 0 0 FRANCISCO GONZALEZ 1.00 X 0 0 0 GEORGE S BARRETT 1.00 X 0 0 0 ILENE S GORDON 1.00 X 0 0 0 KLAUS KLEINFELD 1.00 X 0 0 0 LIM CHEE ONN 1.00 X 0 0 0 MICHAEL E ROACH 1.00 X 0 0 0 MICHAEL MORITZ 1.00 X 0 0 0 MYLES LEE 1.00 X 0 0 0 PABLO GONZALEZ 1.00 X 0 0 0 PADRAIG MCMANUS 1.00 X 0 0 0 PAT O'DOHERTY 1.00 X 0 0 0 RAJ L GUPTA 1.00 X 0 0 0 SUSAN SCHWAB 1.00 X 0 0 0 VIKRAM MALHOTRA 1.00 X 0 0 0 DANIEL SALTZMAN 40.00 X 114172 0 17174 JAMES SLAMP 40.00 X 324290 0 71641 SOPHIA MUIRHEAD 40.00 X 261606 0 68040 DAVID HOFFMAN 40.00 X 269754 0 0 HUBERTUS VAN ARK 40.00 X 305421 0 50041 JANET ETSCH 40.00 X 215302 0 33700 MARION FEIGENBAUM 40.00 X 278301 0 110741 REBECCA RAY 40.00 X 226735 0 54340 SALVATORE VITALE 40.00 X 287800 0 68674 DAVID REYES-GUERRA 40.00 X 287666 0 0 LORRIE FOSTER 40.00 X 205223 0 63841 MATTEO TONELLO 40.00 X 203071 0 23774 STACY FLAX 40.00 X 210027 0 10500 TONI RICCARDI 40.00 X 280928 0 15300 4934975 0 1020193 59 false true false DICK RICHARDSON 2435 THOMASHIRE COURT CHARLOTTE NC 28262 EXPERIENTIAL LEADERSHIP PROGRAMMING SERVICES 408493 COMPUTER NETWORK SOLUTIONS 131 HOFFMAN LANE ISLANDIA NY 11749 INFORMATION TECHNOLOGY SERVICES 394644 RAINER SCHULTHEIS AN DER KARLSSCHANZE 16 MAINZ GM D-55131 MANAGEMENT SERVICES 372165 GREGG MAURO 107 CIVITAS MOUNT PLEASANT SC 29464 CONFERENCE PROGRAMMING SERVICES 315345 KPMG LLP 345 PARK AVENUE NEW YORK NY 10154 ACCOUNTING SERVICES 229156 14 276621 7425256 7701877 CONFERENCES, COUNCILS & MEETINGS 541900 22298084 22298084 MEMBERSHIP 541900 19995502 19995502 GRANTS, CONTRACTS, & FEE BASED SVCS 541900 6268228 6268228 SALES OF PUBLICATION 541900 216206 216206 ALL OTHER PROGRAM SERVICE REVENUE 541900 65188 65188 0 0 0 0 48843208 271261 8742 262519 0 29683 29683 0 0 0 11766489 11201434 565055 0 565055 565055 0 0 0 0 0 0 0 0 0 0 0 57411084 48843208 8742 857257 0 0 0 0 3736137 1738148 1997989 0 21604733 18978226 2626507 0 6893225 6658371 234854 1573401 1510923 62478 0 476454 476454 278724 278724 0 0 46627 46627 9851498 9851498 0 0 0 1910892 1834456 76436 0 0 2558793 187653 2371140 2031756 2031756 0 5269672 5269672 0 0 857953 857953 331698 331698 BOOKS, PERIODICALS & SERVICE 181658 181658 0 ALL OTHER EXPENSE 516384 516384 0 0 0 0 58119605 48242361 9877244 0 0 1196151 2440399 389556 1122070 6128494 8403367 0 0 1183222 1575747 17781048 12361944 2755959 5419104 12127978 7047564 2108331 1121589 0 0 0 0 25889691 27129840 6068101 7515600 20147898 21178905 0 32408543 27543816 58624542 56238321 X -32837917 -29220217 103066 111736 -32734851 -29108481 25889691 27129840 X -708521 227421 4107470 X false true X true false X 8062289 6600056 6352409 6785756 7701877 35502387 40015632 37700263 44265435 46332838 48843208 217157376 0 0 0 48077921 44300319 50617844 53118594 56545085 252659763 0 0 0 0 0 0 0 1601281 1997598 2073398 3335788 9008065 0 1601281 1997598 2073398 3335788 9008065 243651698 809254 488893 506093 360132 300944 2465316 0 809254 488893 506093 360132 300944 2465316 95916 1469 0 97385 0 0 0 0 0 48983091 44789212 51123937 53480195 56846029 255222464 0.95460 0.96390 0.00960 0.01320 X SCHEDULE A, PART III, LINE 12, OTHER INCOME, DESCRIPTION - OTHER INCOME, COLUMN A - 0, COLUMN B - 0, COLUMN C - 0, COLUMN D - , COLUMN E - , COLUMN F - 0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 4682169 470205 4211964 8679727 7732571 947156 4419152 4159168 259984 5419104 0 DEFERRED RENT 2272396 POSTRETIREMENT BENEFIT OBLIGATION 5942243 CAPITAL LEASE LIABILITY 1299855 PENSION LIABILITY 18029322 27543816 X 57591878 227421 0 227421 57364457 46627 0 46627 57411084 58072978 0 0 58072978 46627 0 46627 58119605 FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE 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 AND ITS RELATED INCOME IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE BOARD RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE BOARD'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE BOARD DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. EUROPE (INCLUDING ICELAND AND GREENLAND) 4 30 PROGRAM SERVICES MEMBERSHIP/MEETINGS 6763253 EAST ASIA AND THE PACIFIC 4 22 PROGRAM SERVICES CONFERENCES/COUNCILS/MEMBERSHIP 3819501 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 1059391 8 52 11642145 true false true false true false Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: CASH EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: CASH EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL X X X true true X X X false true false false false false false false false JONATHAN SPECTOR 623230 0 238615 0 602834 0 408786 0 23641 0 1897106 0 0 0 MARION FEIGENBAUM 254424 0 23877 0 0 0 87100 0 23641 0 389042 0 0 0 DAVID REYES-GUERRA 232769 0 10935 0 43962 0 0 0 0 0 287666 0 0 0 HUBERTUS VAN ARK 242974 0 33247 0 29200 0 26400 0 23641 0 355462 0 0 0 REBECCA RAY 199521 0 27214 0 0 0 34300 0 20040 0 281075 0 0 0 SALVATORE VITALE 266512 0 21288 0 0 0 60200 0 8474 0 356474 0 0 0 STACY FLAX 210027 0 0 0 0 0 10500 0 0 0 220527 0 0 0 TONI RICCARDI 257193 0 23567 0 168 0 15300 0 0 0 296228 0 0 0 JAMES SLAMP 257579 0 41349 0 25362 0 48000 0 23641 0 395931 0 0 0 LORRIE FOSTER 195946 0 9277 0 0 0 40200 0 23641 0 269064 0 0 0 DAVID HOFFMAN 247768 0 21986 0 0 0 0 0 0 0 269754 0 0 0 SOPHIA MUIRHEAD 224559 0 37047 0 0 0 48000 0 20040 0 329646 0 0 0 JANET ETSCH 187676 0 27176 0 450 0 33700 0 0 0 249002 0 0 0 MATTEO TONELLO 190169 0 12902 0 0 0 15300 0 8474 0 226845 0 0 0 First-class or charter travel Schedule J, Part I, Line 1a FIRST CLASS TRAVEL FOR LONG FLIGHTS FOR JONATHAN SPECTOR WAS A COMPANY EXPENSE FOR BUSINESS TRAVEL AND NOT TAXABLE COMPENSATION. Housing allowance or residence for personal use Schedule J, Part I, Line 1a HOUSING ALLOWANCE FOR JONATHAN SPECTOR, JAMES SLAMP AND BART VAN ARK WERE PROVIDED AS TAXABLE COMPENSATION. Health or social club dues or initiation fees Schedule J, Part I, Line 1a HEALTH CLUB MEMBERSHIP WAS PROVIDED FOR JONATHAN SPECTOR, JAMES SLAMP AND TONI RICCARDI AS TAXABLE COMPENSATION. SALARY PAID IN UNITED STATES AND CHINA SCHEDULE J, PART I, LINE 1A DAVID HOFFMAN RECEIVED SALARY IN BOTH THE UNITED STATES AND CHINA DURING THE YEAR. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b DURING THE YEAR A SERP PAYMENT WAS MADE TO JON SPECTOR. Delegation of management duties Form 990, Part VI, Section A, Line 3 THE CONFERENCE BOARD DELEGATED TO MR. RAINER SCHULTHEIS, AN OUTSIDE CONSULTANT, CONTROL OVER MANAGEMENT DUTIES IN MANAGING THE BRUSSELS OFFICE. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 ALTHOUGH THERE ARE NO CLASSES OF MEMBERS, ALL MEMBERS SERVE 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. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a ALTHOUGH THERE ARE NO CLASSES OF MEMBERS, ALL MEMBERS SERVE 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. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b ALTHOUGH THERE ARE NO CLASSES OF MEMBERS, ALL MEMBERS SERVE 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. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b 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 AND FULL BOARD. 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 THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c 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 WILL HAVE 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. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a PERIODICALLY THE CONFERENCE BOARD ENGAGES HEWITT AND ASSOCIATES TO CONDUCT A TIBOR II REVIEW OF KEY POSITIONS AND COMPARE COMPENSATION AGAINST INDUSTRY STANDARDS. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b PERIIODICALLY THE CONFERENCE BOARD ENGAGES HEWITT AND ASSOCIATES TO CONDUCT A TIBOR II REVIEW OF KEY POSITIONS AND COMPARE COMPENSATION AGAINST INDUSTRY STANDARDS, AND A NEW REVIEW IS ANTICIPATED IN FISCAL YEAR 2015. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE CONFERENCE BOARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Other Expenses Form 990, Part IX, Line 11g OTHER PURCHASED SERVICES - TOTAL EXPENSE: 9851498, PROGRAM SERVICE EXPENSE: 9851498, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; Other changes in net assets or fund balances Form 990 , Part XI, Line 9 PENSION RELATED CHANGES - 4208779; EFFECT OF FOREIGN CURRENCY TRANSLATION - -101309; STRATEGIC ALLIANCE PART VI, LINE 16A AS OF DECEMBER 23, 2010, TCB ENTERED INTO A STRATEGIC ALLIANCE WITH THE NIELSEN COMPANY (US), LLC ("NIELSEN"), A DELAWARE FOR-PROFIT CORPORATION DOING BUSINESS IN NEW YORK, TO OPERATE JOINTLY THE DEMAND INSTITUTE - A DEPARTMENT WITHIN TCB AND NOT A SEPARATE ENTITY - WHOSE MISSION IS TO ILLUMINATE HOW CONSUMER DEMAND IS EVOLVING WORLDWIDE. UTILIZING THE RESOURCES OF TCB AND NIELSEN, THE DEMAND INSTITUTE UNDERTAKES STUDIES AND PRODUCES REPORTS IN FURTHERANCE OF ITS MISSION BY GATHERING DATA AND DEVELOPING THE ANALYSIS OF THE RELATIONSHIP BETWEEN THE CONSUMER AND THE ECONOMY. BEFORE FORMING THE DEMAND INSTITUTE AND PRIOR TO ENTERING INTO EACH SIGNIFICANT NEW PROJECT WITH NIELSEN, TCB EVALUATES ITS PARTICIPATION UNDER APPLICABLE FEDERAL TAX LAW AND TO ENSURE THE PROTECTION OF TCB'S TAX-EXEMPT STATUS. TCB HAS SUFFICIENT CONTROL OVER THE ACTIVITIES OF THE DEMAND INSTITUTE TO ENSURE THAT THE ACTIVITIES ARE IN FURTHERANCE OF TCB'S EXEMPT PURPOSES. THE CONFERENCE BOARD (SINGAPORE) LTD 8 EU TONG SEN STREET SN 059818 EDUCATION/RESEARCH SN THE CONFERENCE BOARD INC C CORPORATION 274975 44619 1 true TCB FORUM 120 DINSHAW VACHA ROAD CHURCHGATE MUMBAI IN 400020 INACTIVE IN THE CONFERENCE BOARD INC C CORPORATION 331 12698 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 241203 171900 1 true