2025-08-14T11:25:33-05:00 2024-09-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-10-01 521501082 CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES CENT 2028870200 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 LISA WILSON CHIEF FINANCIAL OFFICER 2028870200 2025-08-13 1 1 KELLI PECK P01423033 3217516200 2025-08-13 2023 2025-03-06 01:10:19Z CSIS JOHN HAMRE 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 68582572 0 X WWW.CSIS.ORG X 1986 DE A BIPARTISAN POLICY RESEARCH ORGANIZATION DEDICATED TO ADDRESSING THE WORLDS GREATEST CHALLENGES 44 43 206 46 12585 0 93069965 49174970 5823638 8447269 1742 1994752 -61426 211970 98833919 59828961 0 0 0 0 35314517 41583035 0 0 3808761 20555056 23532971 55869573 65116006 42964346 -5287045 246294768 249562037 31278734 30502274 215016034 219059763 X THE CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS) IS A BIPARTISAN, NONPROFIT POLICY RESEARCH ORGANIZATION DEDICATED TO ADVANCING PRACTICAL IDEAS TO ADDRESS THE WORLD'S GREATEST CHALLENGES. 0 0 11239366 3892566 THE CSIS INTERNATIONAL SECURITY PROGRAM (ISP) IS A CONSTANT SOURCE OF RELIABLE ANALYSIS ON THE THREATS AND OPPORTUNITIES SHAPING U.S. SECURITY INTERESTS AT HOME AND ABROAD.ISP TACKLES ONE OF THE MOST ROBUST AND AMBITIOUS RESEARCH AGENDAS IN THE FIELD. IT COVERS CONVENTIONAL POLITICAL-MILITARY ISSUES, INCLUDING DEFENSE STRATEGY AND POLICY, ACQUISITION AND INDUSTRY, COUNTERTERRORISM AND HOMELAND SECURITY, U.S. NUCLEAR POLICY, WMD PROLIFERATION, DEFENSE BUDGET ANALYSIS, MISSILE DEFENSE, STRATEGIC FUTURES, AND SECURITY COOPERATION. ISP IS ALSO COMMITTED TO ADDRESSING A GROWING RANGE OF NONMILITARY ISSUES DEFINING U.S. FOREIGN AND SECURITY POLICY.NONPARTISAN/BIPARTISAN ANALYSIS OF THE ONGOING DEFENSE AND SECURITY CHALLENGES FACING THE NATION PROVIDES CONGRESS, THE EXECUTIVE BRANCH, AND INDUSTRY THE INFORMATION NEEDED TO MAKE TOUGH DECISIONS. ISP ASSEMBLES TOP-LEVEL LEADERS AND PROVIDES THE PLATFORM FOR THEM TO DEFINE CRITICAL ISSUES AND EXPLAIN THE IMPACT NATIONALLY AND GLOBALLY. 2830070 THE ENERGY AND SECURITY TEAM PROVIDES THE ANALYSIS LEADERS NEED TO BUILD ENERGY SECURITY, ADDRESS GLOBAL CLIMATE CHANGE, AND ALLEVIATE ENERGY INJUSTICE.THEY PROVIDE INNOVATIVE, STRATEGIC INSIGHTS AND POLICY SOLUTIONS BY EXAMINING ENERGY ISSUES AT THE INTERSECTION OF GEOPOLITICS, POLICY, MARKETS, AND DEVELOPMENT. COLLABORATING WITH LEADERS IN GOVERNMENT, INDUSTRY, ACADEMIA, AND CIVIL SOCIETY, THE TEAM DEVELOPS PROJECTS TO HELP DECISIONMAKERS DESIGN SMART ENERGY POLICIES THAT BALANCE ECONOMIC, ENVIRONMENTAL, AND SECURITY PRIORITIES. 2574542 70262 AILA AIMS TO PROVIDE TRAINING OPPORTUNITIES IN LEADERSHIP, ETHICS, AND FOREIGN POLICY TO CSIS STAFF AND INTERNS, FOSTER GROWTH AND COLLABORATION WITHIN THE CENTER, AND HELP PREPARE EMPLOYEES FOR CHALLENGES AND OPPORTUNITIES IN THEIR FUTURE CAREERS. EACH YEAR, APPROXIMATELY 100 JUNIOR AND MID-LEVEL STAFF MEMBERS AND 100 INTERNS PARTICIPATE IN AILA'S MULTIDISCIPLINARY PROGRAMMING. FROM SPEAKER SERIES AND SKILL-BUILDING WORKSHOPS TO EDUCATIONAL ACTIVITIES AND CULTURE-BUILDING EVENTS, AILA PROGRAMMING IS DIVERSE AND OFFERS A HOLISTIC APPROACH TO PROFESSIONAL DEVELOPMENT FOR PROFESSIONALS AT CSIS. 25646897 4600689 OTHER PROGRAMS 25646897 4600689 42290876 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 224 0 1 206 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 44 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ CA CO DC DE FL GA HI IL KS KY ME MD MA MI MS NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WV WI LA MN MO NE X LISA WILSON 2028870200 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 JOHN J HAMRE - PRESIDENT CEO, & LANGONE CHR IN AMER. LDRSHP 35.00 X X 545280 0 46879 THOMAS J PRITZKER CHAIRMAN 1.00 X 0 0 0 HENRY A KISSINGER TRUSTEE & COUNSELOR (UNTIL 11/2023) 1.00 X 0 0 0 BRENDAN BECHTEL TRUSTEE 1.00 X 0 0 0 ERSKINE BOWLES TRUSTEE 1.00 X 0 0 0 WILLIAM S COHEN TRUSTEE 1.00 X 0 0 0 LEON COOPERMAN TRUSTEE 1.00 X 0 0 0 WILLIAM M DALEY TRUSTEE 1.00 X 0 0 0 RAY DALIO TRUSTEE 1.00 X 0 0 0 ANDREAS DRACOPOULOS TRUSTEE 1.00 X 0 0 0 WILLIAM E FORD TRUSTEE (UNTIL 05/2024) 1.00 X 0 0 0 HENRIETTA FORE TRUSTEE 1.00 X 0 0 0 MICHAEL P GALVIN TRUSTEE 1.00 X 0 0 0 HELENE GAYLE TRUSTEE 1.00 X 0 0 0 DARIO GIL TRUSTEE 1.00 X 0 0 0 EVAN G GREENBERG TRUSTEE 1.00 X 0 0 0 MAURICE R GREENBERG TRUSTEE 1.00 X 0 0 0 LINDA W HART TRUSTEE 1.00 X 0 0 0 JOHN B HESS TRUSTEE 1.00 X 0 0 0 CARLA A HILLS TRUSTEE 1.00 X 0 0 0 MELLODY HOBSON TRUSTEE 1.00 X 0 0 0 RAY L HUNT TRUSTEE 1.00 X 0 0 0 JAMES L JONES JR TRUSTEE 1.00 X 0 0 0 FRED KHOSRAVI TRUSTEE 1.00 X 0 0 0 RONALD KIRK TRUSTEE 1.00 X 0 0 0 KENNETH G LANGONE TRUSTEE 1.00 X 0 0 0 KEWSONG LEE TRUSTEE (UNTIL 11/2023) 1.00 X 0 0 0 W JAMES MCNERNEY JR TRUSTEE 1.00 X 0 0 0 HENRY MCVEY TRUSTEE 1.00 X 0 0 0 THOMAS NIDES TRUSTEE 1.00 X 0 0 0 PHEBE N NOVAKOVIC TRUSTEE 1.00 X 0 0 0 SAM NUNN TRUSTEE 1.00 X 0 0 0 JOSEPH S NYE JR TRUSTEE 1.00 X 0 0 0 LEON PANETTA TRUSTEE 1.00 X 0 0 0 WILLIAM K REILLY TRUSTEE 1.00 X 0 0 0 PAUL RYAN TRUSTEE 1.00 X 0 0 0 JIN ROY RYU TRUSTEE 1.00 X 0 0 0 BOB SCHIEFFER TRUSTEE 1.00 X 0 0 0 BRAD SMITH TRUSTEE 1.00 X 0 0 0 FREDERICK W SMITH TRUSTEE 1.00 X 0 0 0 JULIE SWEET TRUSTEE 1.00 X 0 0 0 ANDREW TAYLOR TRUSTEE 1.00 X 0 0 0 FRANCES F TOWNSEND TRUSTEE 1.00 X 0 0 0 BYRON D TROTT TRUSTEE 1.00 X 0 0 0 ROMESH WADHWANI TRUSTEE 1.00 X 0 0 0 JAMES WINNEFELD JR TRUSTEE 1.00 X 0 0 0 DARREN WOODS TRUSTEE 1.00 X 0 0 0 CRAIG COHEN EXECUTIVE VICE PRESIDENT 35.00 X 410073 0 78551 LISA WILSON - CFO SENIOR VP FOR ADMIN., AND CORP. TREAS. 35.00 X 271414 0 49404 KAREN WONG - SENIOR VP FOR MEMB. GRPS, & SPEC. EVNTS, & CORP SEC. 35.00 X 249956 0 36196 H ANDREW SCHWARTZ CHIEF COMMUNICATIONS OFFICER 35.00 X 276242 0 62551 AARON MYERS CHIEF INFORMATION OFFICER 35.00 X 186830 0 53603 FREDRICK ANYANWU CHIEF DEVELOPMENT OFFICER 35.00 X 336893 0 36640 NICOLE AANDAHL SR. VP FOR PEOPLE & CULTURE 35.00 X 238027 0 39374 NAHMYO THOMAS - VP DIR OF EXEC EDU & ABSHIRE INAMORI LDRSHP ACAD 35.00 X 227595 0 60094 SETH JONES - SENIOR VP HAROLD BROWN CHR; & DIR. INTRNTL SEC PRGRM 35.00 X 324818 0 67040 VICTOR CHA SR. VP FOR ASIA AND KOREA CHAIR 35.00 X 323739 0 33654 JOHN MORRISON SENIOR VP & DIRECTOR 35.00 X 329952 0 59844 GREGORY ALLEN DIRECTOR WADHWANI AL CENTER 35.00 X 268173 0 34556 KARI BINGEN DIRECTOR & SENIOR FELLOW 35.00 X 267053 0 2363 THOMAS KARAKO SENIOR FELLOW 35.00 X 257648 0 56943 RICHARD ROSSOW DIRECTOR 35.00 X 252948 0 56512 4766641 0 774204 93 0 1 0 MACRO ADVISORY PARTNERS LLC 200 PARK AVENUE SOUTH NEW YORK NY 10003 CONSULTING 325000 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING SERVICES 292207 AVI-SPL 6301 BENJAMIN ROAD TAMPA FL 33634 IT SERVICES 236181 ROBERT HALF FINANCE & ACCOUNTING 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 STAFFING SERVICES 158942 ADP LLC PO BOX 9001006 LOUISVILLE KY 40290 PAYROLL SERVICES 152041 12 5842436 43332534 49174970 CONTRACTS-GOV'T AGENCY 900099 8428436 8428436 CONFERENCE 900099 18833 18833 8447269 1800119 1800119 185393 395000 -209607 -209607 -209607 8553244 8358611 194633 194633 194633 OTHER REVENUE 900099 251867 116248 135619 PARKING 812930 169710 12585 157125 421577 59828961 8563517 12585 2077889 X 3818024 2405635 1164354 248035 31432531 19684704 9723369 2024458 1736888 1145502 471084 120302 2116970 1396172 574171 146627 2478622 1634687 672259 171676 209236 70075 123923 15238 174375 20000 154375 496242 496242 8277300 5494944 2659435 122921 78522 23011 55511 775997 631339 127692 16966 1416983 476032 920450 20501 2265922 1782818 243621 239483 4130954 3860347 270607 2031735 1937323 94412 805321 539565 193277 72479 1383613 819151 454427 110035 337628 337628 SUBSCRIPTIONS 566715 56059 468359 42297 BAD DEBT EXPENSE 187581 187581 394847 125931 176192 92724 65116006 42290876 19016369 3808761 15914977 6429672 36508883 26085348 49227335 35426913 6415136 10593616 335134 606287 113487740 27850407 85827227 85637333 3884534 14969221 48169626 69801731 11916 11916 246294768 249562037 3645761 4408152 1287010 858771 26345963 25235351 31278734 30502274 X 100714977 108319772 114301057 110739991 215016034 219059763 246294768 249562037 X -5287045 9355774 -25000 X X 0 1 X 1 1 1 X 42242868 37544347 51358682 93069965 49174970 273390832 42242868 37544347 51358682 93069965 49174970 273390832 8112637 265278195 1624013 194020 197261 191680 1985512 4192486 123503 3000 197330 139894 408992 872719 278456037 34008341 0.95270 0.95080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 123,503. 2020 AMOUNT: $ 3,000. 2021 AMOUNT: $ 197,330. 2022 AMOUNT: $ 139,894. 2023 AMOUNT: $ 408,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52447375 5694280 1653118 56488537 36986196 15485611 1407229 1431661 52447375 37478225 980503 1472532 36986196 30371131 1746262 6357555 996723 37478225 29101465 1000000 1394993 1125327 30371131 0.00000 1.00000 0.00000 0 0 33117228 33117228 68066632 18495878 49570754 7458853 6343288 1115565 4845027 3011241 1833786 85637333 MUTUAL FUND 7883492 F OFFSHORE FUND 8498081 F LIMITED PARTNERSHIP 53420158 F 69801731 69058493 9355774 370000 9725774 59332719 496242 496242 59828961 65014764 395000 395000 64619764 496242 496242 65116006 PART V, LINE 4: CSIS'S ENDOWMENT FUNDS ARE PROFESSIONALLY MANAGED AND IS INVESTED IN A DIVERSIFIED PORTFOLIO IN ORDER TO GENERATE EARNINGS AND APPRECIATION THAT WILL PROVIDE A PERPETUAL SOURCE OF INCOME TO SUPPORT CSIS'S PROGRAMMATIC ACTIVITIES. CSIS'S BOARD OF TRUSTEES APPROVES AN ANNUAL DRAW, IN ACCORDANCE WITH UPMIFA AS ENACTED IN THE DISTRICT OF COLUMBIA, TO SPEND ON OPERATIONS IN ACCORDANCE WITH DONOR STIPULATIONS WHERE APPLICABLE. THE FINANCE AND AUDIT COMMITTEE HAS BOARD DELEGATED RESPONSIBILITY WITH THE OVERSIGHT OF CSIS INVESTED ENDOWMENT FUNDS, INCLUDING ITS PERFORMANCE AND MANAGER SELECTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 395,000. OTHER CHANGES -25,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 395,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 3808 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 434183 EUROPE (INCLUDING ICELAND & GREENLAND) 0 9 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 314660 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 16305 NORTH AMERICA - CANADA AND MEXICO 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 10583 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 3312 SOUTH AMERICA 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 5374 SOUTH ASIA 0 1 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 5670 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 26562 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 15888669 0 10 0 0 0 10 793895 15915231 16709126 1 0 1 0 1 0 PART I, LINE 3: CSIS USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. X X X 0 0 0 0 0 0 0 0 0 JOHN J HAMRE - PRESIDENT CEO, & LANGONE CHR IN AMER. LDRSHP 542808 0 0 0 2472 0 43500 0 3379 0 592159 0 0 0 CRAIG COHEN EXECUTIVE VICE PRESIDENT 409803 0 0 0 270 0 40577 0 37974 0 488624 0 0 0 SETH JONES - SENIOR VP HAROLD BROWN CHR; & DIR. INTRNTL SEC 324404 0 0 0 414 0 33462 0 33578 0 391858 0 0 0 JOHN MORRISON SENIOR VP & DIRECTOR 328199 0 0 0 1753 0 33846 0 25998 0 389796 0 0 0 FREDRICK ANYANWU CHIEF DEVELOPMENT OFFICER 336758 0 0 0 135 0 25615 0 11025 0 373533 0 0 0 VICTOR CHA SR. VP FOR ASIA AND KOREA CHAIR 322551 0 0 0 1188 0 32308 0 1346 0 357393 0 0 0 H ANDREW SCHWARTZ CHIEF COMMUNICATIONS OFFICER 275468 0 0 0 774 0 27058 0 35493 0 338793 0 0 0 LISA WILSON - CFO SENIOR VP FOR ADMIN., AND CORP. TREAS. 271000 0 0 0 414 0 27731 0 21673 0 320818 0 0 0 THOMAS KARAKO SENIOR FELLOW 257468 0 0 0 180 0 26500 0 30443 0 314591 0 0 0 RICHARD ROSSOW DIRECTOR 252534 0 0 0 414 0 20369 0 36143 0 309460 0 0 0 GREGORY ALLEN DIRECTOR WADHWANI AL CENTER 268011 0 0 0 162 0 0 0 34556 0 302729 0 0 0 NAHMYO THOMAS - VP DIR OF EXEC EDU & ABSHIRE INAMORI LDRSHP 227514 0 0 0 81 0 24077 0 36017 0 287689 0 0 0 KAREN WONG - SENIOR VP FOR MEMB. GRPS, & SPEC. EVNTS, & CORP SE 249182 0 0 0 774 0 25231 0 10965 0 286152 0 0 0 NICOLE AANDAHL SR. VP FOR PEOPLE & CULTURE 237820 0 0 0 207 0 24461 0 14913 0 277401 0 0 0 KARI BINGEN DIRECTOR & SENIOR FELLOW 266918 0 0 0 135 0 0 0 2363 0 269416 0 0 0 AARON MYERS CHIEF INFORMATION OFFICER 186650 0 0 0 180 0 19788 0 33815 0 240433 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES, EVAN G. GREENBERG AND MAURICE R. GREENBERG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE MANAGEMENT TEAM AND IS MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A COI OR AN OUTSIDE BUSINESS DISCLOSURE (OBD) STATEMENT UPON HIRE, WHENEVER SIGNIFICANT CHANGES OCCUR AND ANNUALLY, AT A TIME DESIGNATED BY CSIS MANAGEMENT. A THREE-PERSON CONFLICT OF INTEREST REVIEW PANEL DESIGNATED BY CSIS'S PRESIDENT & CEO REVIEWS ALL OBD STATEMENTS AT LEAST ANNUALLY OR WHENEVER UPDATES ARE SUBMITTED. THE COI REVIEW PANEL CONVENES WHENEVER NECESSARY TO DISCUSS POTENTIAL VIOLATIONS OF THIS POLICY OR TO HELP ADVISE STAFF ON COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT & CEO AND OTHER CORPORATE OFFICERS IS REVIEWED ANNUALLY USING COMPARABLE, THINK TANK COMPENSATION SURVEY DATA AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 5,494,944. MANAGEMENT AND GENERAL EXPENSES 2,659,435. FUNDRAISING EXPENSES 122,921. TOTAL EXPENSES 8,277,300. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS-990 -25,000. PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE & AUDIT COMMITTEE WHICH HAS BOARD DELEGATED RESPONSIBILITY FOR THE OVERSIGHT OF THE FINANCIAL AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR.