2013-05-16T09:00:03-05:00 2012-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 10154 990 2011-07-01 131624108 THE CONFERENCE BOARD INC CONF 2127590900 845 Third Avenue New York NY 100226600 JAMES SLAMP 2013-05-15 true P00916443 2127589700 2011 2016-02-24 21:20:13Z JONATHAN SPECTOR CEO 845 Third Avenue New York NY 100226600 59769387 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 20 245 20 1469 219 6352409 6785756 44265435 46332838 581982 277169 54633 54564 51254459 53450327 0 0 0 0 28574374 31101342 0 0 0 25211306 24634029 53785680 55735371 -2531221 -2285044 29899696 25889691 48893909 58624542 -18994213 -32734851 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 26995228 39282252 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 40 CONFERENCES, 43 SEMINARS, 21 WORKSHOPS AND 200 BRIEFINGS AND RESEARCH COUNCIL MEETINGS. 14760092 6824790 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 18 MAJOR RESEARCH REPORTS DURING THE YEAR. 3409568 225796 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 19 PERIODICALS, 32 EXECUTIVE ACTIONS, 9 COUNCIL PERSPECTIVES AND 23 CONFERENCE KEYNOTES. 1318521 0 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 1,680 INFORMATION REQUESTS, AND WAS FEATURED 100,961 TIMES IN WORLD MEDIA REPORTS. 1318521 0 46483409 true true false false false false false false false true true 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 194 0 true 245 true true true true BE IN SN false false false false false false false false X 21 20 false false 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 647349 0 98541 JOSEF ACKERMANN 1.00 X X 0 0 0 RONALD A WILLIAMS 1.00 X X 0 0 0 ANNE GOLDEN 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 GJ HANS WIJERS 1.00 X 0 0 0 ILENE S GORDON 1.00 X 0 0 0 JEFFREY E GARTEN 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 PADRAIG MCMANUS 1.00 X 0 0 0 RAJ L GUPTA 1.00 X 0 0 0 SAMUEL A DIPIAZZA JR 1.00 X 0 0 0 VIKRAM MALHOTRA 1.00 X 0 0 0 DANIEL SALTZMAN 40.00 X 111953 0 14774 JAMES SLAMP 40.00 X 290505 0 57841 SOPHIA MUIRHEAD 40.00 X 222410 0 50804 DAVID REYES-GUERRA 40.00 X 281720 0 28100 HUBERTUS VAN ARK 40.00 X 298961 0 43641 JANET ETSCH 40.00 X 199988 0 26100 MARION FEIGENBAUM 40.00 X 232587 0 76641 REBECCA RAY 40.00 X 203279 0 45604 SALVATORE VITALE 40.00 X 291205 0 59174 DAVID VIDAL 40.00 X 185373 0 53304 JUNE SHELP 40.00 X 178040 0 63341 LORRIE FOSTER 40.00 X 198907 0 57341 MARY JACOBSON 40.00 X 178790 0 24074 TONI RICCARDI 40.00 X 265983 0 42400 3787050 0 741680 53 false true false JEAN MCNULTY 4 BITTERSWEET LANE SHERMAN CT 06784 CONSULTING 281005 GREGG MAURO 107 CIVITAS MOUNT PLEASANT SC 29464 CONSULTING 280055 BATTLEFIELD LEADERSHIP 14 WELLS EAST DRIVE HILTON HEAD SC 29926 DEVELOPMENT 263957 COMPUTER NETWORK SOLUTIONS 131 HOFFMAN LANE ISLANDIA NY 11749 INFORMATION TECHNOLOGY SERVICES 259234 KPMG LLP 345 PARK AVENUE NEW YORK NY 10154 ACCOUNTING SERVICES 239576 11 1944482 4841274 6785756 CONFERENCES, COUNCILS & MEETINGS 541900 21182656 21182656 MEMBERSHIP 541900 19215963 19215963 GRANTS, CONTRACTS, & FEE BASED SVCS 541900 5256234 5256234 SALES OF PUBLICATION 541900 270298 270298 ALL OTHER PROGRAM SERVICE REVENUE 541900 407687 407687 0 0 0 0 46332838 305568 1469 304099 0 54564 54564 0 0 0 6290661 6319060 -28399 0 -28399 -28399 0 0 0 0 0 0 0 0 53450327 46332838 1469 330264 0 0 0 0 3084566 1418250 1666316 0 20547672 16931282 3616390 0 6028932 4789393 1239539 1440172 1365050 75122 0 420645 420645 255605 255605 0 0 70902 70902 9914794 9880201 34593 0 2204656 2021358 183298 0 0 3419602 3111838 307764 2452042 2194927 257115 0 4580283 4580283 0 0 766806 766806 157640 157640 BOOKS, PERIODICALS & SERVICE 190827 190827 ALL OTHER EXPENSE 200227 200227 0 0 0 0 55735371 46483409 9251962 0 0 4735593 1196151 163913 389556 5281035 6128494 843227 1183222 14303809 11547850 3430378 2755959 13176767 12127978 2143675 2108331 0 0 125108 0 29899696 25889691 6033743 6068101 19473343 20147898 23386823 32408543 48893909 58624542 X -19099122 -32837917 104909 103066 -18994213 -32734851 29899696 25889691 X -2285044 -11455534 X false true true X false X 10083046 8062289 6600056 6352409 6785756 37883556 49035861 40015632 37700263 44265435 46332838 217350029 0 0 0 59118907 48077921 44300319 50617844 53118594 255233585 0 0 0 1601281 1997598 2073413 5672292 0 0 1601281 1997598 2073413 5672292 249561293 1240300 809254 488893 506093 360132 3404672 0 1240300 809254 488893 506093 360132 3404672 140165 95916 1469 237550 29170 0 0 0 0 29170 60528542 48983091 44789212 51123937 53480195 258904977 0.96390 0.96500 0.01320 0.01590 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - OTHER INCOME, COLUMN A - 29170, COLUMN B - 0, COLUMN C - 0, COLUMN D - 0, COLUMN E - , COLUMN F - 29170;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1011450 229985 781465 6780753 5309797 1470956 6511606 6008068 503538 2755959 0 2108331 F 2108331 0 DEFERRED RENT 3697947 POSTRETIREMENT BENEFIT OBLIGATION 4840934 PENSION LIABILITY 22910744 CAPITAL LEASE LIABILITY 958918 32408543 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, 2012 AND 2011. EUROPE (INCLUDING ICELAND AND GREENLAND) 4 28 PROGRAM SERVICES MEMBERSHIP/MEETINGS 6429769 EAST ASIA AND THE PACIFIC 4 25 PROGRAM SERVICES CONFERENCES/COUNCILS/MEMBERSHIP 2795840 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 1050000 8 53 10275609 true false true false true false Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL CENTRAL AMERICA AND THE CARIBBEAN: CASH X X X true true X X X X X false false false false false false false false false SALVATORE VITALE 254829 0 35592 0 784 0 50700 0 8474 0 350379 0 0 0 HUBERTUS VAN ARK 234036 0 35016 0 29909 0 20000 0 23641 0 342602 0 0 0 JAMES SLAMP 242074 0 22126 0 26305 0 34200 0 23641 0 348346 0 0 0 DAVID REYES-GUERRA 269570 0 12150 0 0 0 28100 0 0 0 309820 0 0 0 SOPHIA MUIRHEAD 212350 0 10060 0 0 0 31400 0 19404 0 273214 0 0 0 LORRIE FOSTER 189839 0 9068 0 0 0 33700 0 23641 0 256248 0 0 0 MARION FEIGENBAUM 218009 0 14578 0 0 0 53000 0 23641 0 309228 0 0 0 JANET ETSCH 179761 0 20227 0 0 0 26100 0 0 0 226088 0 0 0 JONATHAN SPECTOR 574793 0 0 0 72556 0 74900 0 23641 0 745890 0 0 0 TONI RICCARDI 240032 0 20951 0 5000 0 42400 0 0 0 308383 0 0 0 REBECCA RAY 189420 0 13859 0 0 0 26200 0 19404 0 248883 0 0 0 DAVID VIDAL 181980 0 3393 0 0 0 33900 0 19404 0 238677 0 0 0 MARY JACOBSON 163097 0 15693 0 0 0 15600 0 8474 0 202864 0 0 0 JUNE SHELP 174845 0 3195 0 0 0 39700 0 23641 0 241381 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, NICHOLAS SUTCLIFFE 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. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THERE ARE TWO CLASSES OF VOTING MEMBERS, REGULAR MEMBERS WHO HAVE TWO YEAR RENEWABLE TERMS, AND SENIOR MEMBERS WHO HAVE THREE YEAR RENEWABLE TERMS. BOTH CLASSES HAVE IDENTICAL VOTING RIGHTS TO ELECT TRUSTEES AND APPROVE SIGNIFICANT BOARD DECISIONS. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THERE ARE TWO CLASSES OF VOTING MEMBERS, REGULAR MEMBERS WHO HAVE TWO YEAR RENEWABLE TERMS, AND SENIOR MEMBERS WHO HAVE THREE YEAR RENEWABLE TERMS. BOTH CLASSES HAVE IDENTICAL VOTING RIGHTS TO ELECT TRUSTEES AND APPROVE SIGNIFICANT BOARD DECISIONS. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THERE ARE TWO CLASSES OF VOTING MEMBERS: REGULAR MEMBERS WHO HAVE TWO YEAR RENEWABLE TERMS, AND SENIOR MEMBERS WHO HAVE THREE YEAR RENEWABLE TERMS. BOTH CLASSES HAVE IDENTICAL VOTING RIGHTS TO ELECT TRUSTEES AND APPROVE SIGNIFICANT BOARD DECISIONS. FOR EXAMPLE, UNDER THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW, THE VOTING MEMBERS OF TCB MUST APPROVE CERTAIN CORPORATE ACTIONS, SUCH AS THE DISSOLUTION OF TCB. 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 2013. INVESTMENT IN JOINT VENTURE FORM 990, PART VI, LINE 16A AS OF JANUARY 19, 2010, THE CONFERENCE BOARD, INC. ("TCB") ENTERED INTO A JOINT VENTURE AGREEMENT WITH WANTED TECHNOLOGIES CORPORATION, A CANADIAN FOR-PROFIT CORPORATION, AND WANTED USA, INC., A NEW YORK FOR-PROFIT CORPORATION. BEFORE ENTERING INTO THE JOINT VENTURE AGREEMENT, TCB EVALUATED ITS PARTICIPATION IN THE JOINT VENTURE UNDER APPLICABLE FEDERAL TAX LAW, AND THE JOINT VENTURE AGREEMENT INCLUDES TERMS AND SAFEGUARDS THAT ENSURE THE PROTECTION OF TCB'S TAX-EXEMPT STATUS. THE JOINT VENTURE FURTHERS TCB'S TAX-EXEMPT PURPOSES BY ENABLING TCB TO PROVIDE TIMELY AND ACCURATE INSIGHT INTO ECONOMIC AND OTHER RELEVANT ANALYSIS TO VARIOUS PUBLIC ENTITIES, WHICH INCLUDE FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES, THE BRANCHES OF THE UNITED STATES MILITARY, AND PUBLICLY-FINANCED COLLEGES AND UNIVERSITIES INCLUDING COMMUNITY COLLEGES, TRADE SCHOOLS, AND OTHER POST-SECONDARY EDUCATIONAL INSTITUTIONS. THROUGH THE JOINT VENTURE, TCB FACILITATES ACCESS BY SUCH PUBLIC ENTITIES TO THAT INFORMATION IN ORDER TO IMPROVE THE FUNCTIONING OF LABOR MARKETS AND THEREBY IMPROVE BUSINESS PERFORMANCE AND ITS RELATIONSHIP TO SOCIETY. WRITTEN POLICY TO EVALUATE PARTICIPATION IN JOINT VENTURES FORM 990, PART VI, LINE 16B THE CONFERENCE BOARD IS CURRENTLY REVIEWING A POLICY FOR EVALUATING JOINT VENTURES. NO POLICY WAS IN EXISTENCE AS OF THE DATE OF THIS 990. 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 changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -424255; PENSION RELATED CHANGES - -6901665; EFFECT OF FOREIGN CURRENCY TRANSLATION - 299328; COST INCURRED DUE TO OFFICE RESTRUCTURING - -4428942; STRATEGIC ALLIANCE GENERAL DESCRIPTION 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 94200 45722 1 TCB FORUM 120 DINSHAW VACHA ROAD CHURCHGATE MUMBAI IN 400020 INACTIVE IN THE CONFERENCE BOARD INC C CORPORATION 74285 53834 1 TCB CONFERENCE BOARD (INDIA) PRIVATE LIMITED 120 DINSHAW VACHA ROAD CHURCHGATE MUMBAI IN 400020 EDUCATION/RESEARCH IN THE CONFERENCE BOARD (SINGAPORE) LTD C CORPORATION 64474 10589 1 false true false false false false false false false false true true false false true false true false THE CONFERENCE BOARD (SINGAPORE) LTD O 942391 ACCRUAL