METALS SERVICE CENTER INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- METALS SERVICE CENTER INSTITUTE (EIN 34-0066490)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349303318
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:31:48-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 370802863 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340066490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METALS SERVICE CENTER INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | META | BusinessNameControlTxt |
| Phone | 8474853000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVENUE | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600082025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M ROBERT WEIDNER III | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8474853000 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | M ROBERT WEIDNER III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVENUE | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600082025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,645,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MSCI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE EFFICIENCY AND PRODUCTIVITY OF MEMBER COMPANIES THROUGH NATIONAL CONFERENCES AND LOCAL MEETINGS; BY PROVIDING INDUSTRY DATA ON SHIPMENTS, AND FINANCIAL OPERATING BENCHMARKS AND EMPLOYEE SALARY DATA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,825 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,660,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,760,942 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,043,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,079,448 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,109,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $223,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,896 | PYOtherRevenueAmt |
| CY Other Revenue | $175,486 | CYOtherRevenueAmt |
| PY Total Revenue | $11,825,554 | PYTotalRevenueAmt |
| CY Total Revenue | $10,239,579 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,598,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,578,088 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,024,449 | PYOtherExpensesAmt |
| CY Other Expenses | $7,224,729 | CYOtherExpensesAmt |
| PY Total Expenses | $9,622,588 | PYTotalExpensesAmt |
| CY Total Expenses | $9,802,817 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,202,966 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $436,762 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,801,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,245,977 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,801,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,865,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,999,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,380,523 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE INSTITUTE SHALL BE ENHANCING THE EFFICIENCY AND PRODUCTIVITY OF MEMBER COMPANIES BY PROVIDING INFORMATION, EDUCATION, GOVERNMENTAL REPRESENTATION, NETWORKING OPPORTUNITIES AND A FORUM TO ENHANCE THE QUALITY OF PRODUCTS AND SERVICES IN MEETING THEIR CUSTOMERS', SUPPLIERS' AND EMPLOYEES' EXPECTATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ANNUAL MEETING AND ECONOMIC SUMMIT - THESE TWO MEETINGS ARE THE ASSOCIATION'S PREMIER CONFERENCES. SPEAKERS ARE ENGAGED TO DISCUSS HIGH LEVEL BUSINESS TOPICS FROM THE STATE OF THE ECONOMY TO POLITICAL ANALYSIS TO EMERGING BUSINESS ISSUES. THE GOAL IS TO HAVE MEMBERS EXPOSED TO TOP THEORISTS AND PRACTITIONERS SO THEY WILL BE BETTER INFORMED TO ADDRESS THE ISSUES THEY WILL FACE IN THEIR BUSINESSES IN THE NEXT TWELVE MONTHS AS WELL AS IN THE COMING YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCT SPECIFIC CONFERENCES - THESE MEETINGS PROVIDE ECONOMIC AND POLITICAL ANALYSIS FOR MID-LEVEL EXECUTIVES. AGAIN THE GOAL IS TO PROVIDE INSIGHTFUL BUSINESS INFORMATION SO MEMBERS CAN RUN THEIR BUSINESSES MORE EFFECTIVELY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDUSTRY RESEARCH AND DATA - MSCI IS THE ONLY SOURCE OF INDUSTRY DATA ON : SHIPMENTS, FINANCIAL OPERATING BENCHMARKS, SALARY AND BENEFITS, AND BUSINESS CONFIDENCE SURVEYS. THESE ARE INVALUABLE MANAGEMENT TOOLS THAT ARE HIGHLY VALUED BY MEMBERS AND THE INVESTMENT COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M ROBERT WEIDNER III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474853000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVE | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600082025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID H HANNAH | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL H HOFFMAN | ||||||||
| PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| M ROBERT WEIDNER III | ||||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | Yes (X) | $529,868 | $0 | $121,928 | ||
| NOEL E BRISCOE | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD FOGEL | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES D HOFFMAN | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J SHARPE | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY BERLIN | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLMAN HEAD | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN R HEDGES | ||||||||
| VICE CHAIR AND PRODUCT DIV | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN PALESNY | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD ROBINSON | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY W STEIN | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KARLA R LEWIS | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LADD R HALL | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CHISOLM | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PARTALIS | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC A SCHUPAN | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C ARNOLD | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J DEMETRIOU | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL PARKER | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM K SALES JR | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES W SCHMITT | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY M TREACY | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER WHITING | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN L WILKINSON | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A ZEMON | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E FUHRMAN | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W KNOPIK | ||||||||
| AFFILIATE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD T MARABITO | ||||||||
| DIRECTOR AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL F PETERSEN | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J RING | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFF GILMORE | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C GRAY | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J TAYLOR | ||||||||
| SAFETY COMMITTEE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY GLICK | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK L BRECKHEIMER | ||||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORM BROWNING | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HODSON | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY WALSH | ||||||||
| PRODUCT DIVISION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICKY TSCHIRHART | ||||||||
| RESEARCH COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS M OATES | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH ALVARADO | ||||||||
| ASSOCIATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN KALKWARF | ||||||||
| CFO | 50.00 | $216,845 | $0 | $47,513 | Yes (X) | |||
| CHRIS MARTI | ||||||||
| VP - RESEARCH, TECHNOLOGY | 50.00 | $212,449 | $0 | $56,707 | Yes (X) | |||
| ANN D'ORAZIO | ||||||||
| VP - MARKETING-GROWTH | 50.00 | $152,743 | $0 | $39,398 | Yes (X) | |||
| ROSE MANFREDINI | ||||||||
| VP - MEMBERSHIP & EVENTS | 50.00 | $143,387 | $0 | $25,936 | Yes (X) | |||
| ASHLEY DEVECHT | ||||||||
| DIRECTOR OF COMMUNICATIONS | 50.00 | $118,023 | $0 | $20,481 | Yes (X) | |||
| MONIQUE KAISERAUER | ||||||||
| VP - PROFESSIONAL DEVELOPMENT | 50.00 | $109,600 | $0 | $33,071 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,482,915 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $345,034 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | EXECUTIVE EDUCATION COURSES | $1,318,437 |
| LEADING AUTHORITIES | |||||
| 1990 M STREET NW SUITE 800 | WASHINGTON | DC | 200363435 | SPEAKERS AND ENTERTAINERS FOR CONFERENCE | $782,266 |
| HEADS UP SPECIALTIES | |||||
| 200 E MAIN STREET | BARRINGTON | IL | 60001 | CONFERENCE GIVEAWAYS, PLAQUES, OTHER REL | $455,921 |
| J&S AUDIO VISUAL INC | |||||
| 9150 NORTH ROYAL LANE SUITE 150 | IRVING | TX | 75063 | AUDIO VISUAL FOR CONFERENCE | $362,520 |
| MARRIOTT INTERNATIONAL | |||||
| MARRIOTT BUSINESS SERVICES PO BOX | ATLANTA | GA | 303942642 | HOTELS AND VENUES FOR EVENTS | $346,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,760,942 | MembershipDuesAmt |
| Total Contributions | $4,760,942 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS & CONFERENCES | 561499 | $3,866,857 | $3,866,857 |
| SEMINARS & TRAINING | 611430 | $1,212,591 | $1,212,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,079,448 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $391,855 | TotalRevenueColumnAmt |
| Exclusion | $391,855 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,237,706 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,405,858 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$168,152 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$168,152 | TotalRevenueColumnAmt |
| Exclusion | -$168,152 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CSSCI DEBT FORGIVENESS | 900099 | $132,426 | $132,426 | |
| MISCELLANEOUS | 561499 | $43,060 | $43,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $175,486 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,239,579 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,122,508 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $356,129 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,351,801 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,734 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,826 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,053 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,674 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,342 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,944 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,963 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,398 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,172 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,768 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,637 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,290 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657,561 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,030 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,448 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBER RECRUITMENT AND | $418,834 |
| CREDIT CARD FEES | $129,503 |
| DUES | $114,097 |
| OTHER EXPENSES | $102,689 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,053 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,802,817 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,135 | BOYAmt |
| EOY | -$342,571 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,121 | BOYAmt |
| EOY | $513,419 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,675 | BOYAmt |
| EOY | $2,822,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,447 | BOYAmt |
| EOY | $503,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,471,158 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $859,721 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,024 | BOYAmt |
| EOY | $611,437 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,373,487 | BOYAmt |
| EOY | $10,159,267 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,020,360 | BOYAmt |
| EOY | $3,201,251 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,214 | BOYAmt |
| EOY | $777,113 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,801,463 | BOYAmt |
| EOY | $18,245,977 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,148 | BOYAmt |
| EOY | $676,573 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,895,210 | BOYAmt |
| EOY | $3,436,768 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,640 | BOYAmt |
| EOY | $752,113 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,801,998 | BOYAmt |
| EOY | $4,865,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,870,383 | BOYAmt |
| EOY | $13,296,347 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,082 | BOYAmt |
| EOY | $84,176 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,999,465 | BOYAmt |
| EOY | $13,380,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,801,463 | BOYAmt |
| EOY | $18,245,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $436,762 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $4,760,942 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $47,326 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $47,326 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $142,828 | AggregateReportedDuesNtcAmt |
| Taxable | -$95,502 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,750 | OtherCostOrOtherBasisAmt |
| Book Value | $93,750 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $902,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $477,073 | DepreciationAmt |
| Book Value | $425,558 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $382,648 | DepreciationAmt |
| Book Value | $92,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $611,437 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT SUISSE MANAGED ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $3,201,251 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,201,251 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT PLAN LIABILITIES | Desc |
| Amt | $752,113 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $752,113 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,183,875 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$55,704 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$55,704 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,239,579 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,239,579 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,802,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,802,817 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,802,817 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. THE FEDERAL AND STATE TAX RETURNS OF THE INSTITUTE FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE IRS RECENTLY CONCLUDED AN ONGOING EXAMINATION OF THE INSTITUTE'S RETURNS FOR 2007, 2008, 2009, 2010, AND 2011. THE RESOLUTION OF THE EXAMINATION WAS IN FAVOR OF THE INSTITUTE AND INCLUDED NO ASSESSMENT OF ADDITIONAL TAXES, PENALTIES, OR OTHER CHARGES AGAINST IT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M ROBERT WEIDNER III | ||||||||||||||
| PRESIDENT & CEO | $338,000 | $0 | $140,000 | $0 | $51,868 | $0 | $81,899 | $0 | $40,029 | $0 | $651,796 | $0 | $0 | $0 |
| JONATHAN KALKWARF | ||||||||||||||
| CFO | $179,000 | $0 | $31,000 | $0 | $6,845 | $0 | $20,861 | $0 | $26,652 | $0 | $264,358 | $0 | $0 | $0 |
| CHRIS MARTI | ||||||||||||||
| VP - RESEARCH, TECHNOLOGY | $179,000 | $0 | $31,000 | $0 | $2,449 | $0 | $20,746 | $0 | $35,961 | $0 | $269,156 | $0 | $0 | $0 |
| ANN D'ORAZIO | ||||||||||||||
| VP - MARKETING-GROWTH | $138,000 | $0 | $14,500 | $0 | $243 | $0 | $14,900 | $0 | $24,498 | $0 | $192,141 | $0 | $0 | $0 |
| ROSE MANFREDINI | ||||||||||||||
| VP - MEMBERSHIP & EVENTS | $125,000 | $0 | $18,000 | $0 | $387 | $0 | $14,125 | $0 | $11,811 | $0 | $169,323 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | M. ROBERT WEIDNER, III, CAE - PARTICIPATES IN A 457(F) RETIREMENT PLAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID HANNAH, KARLA LEWIS, JAMES HOFFMAN, AND WILLIAM SALES HAVE A BUSINESS RELATIONSHIP THROUGH RELIANCE STEEL AND ALUMINUM. MICHAEL HOFFMAN, WILLIAM PARTALIS, AND MARK BRECKHEIMER HAVE A BUSINESS RELATIONSHIP THROUGH KLOECKNER METALS. JOHN PALESNY AND MICHAEL PETERSEN HAVE A BUSINESS RELATIONSHIP THROUGH PETERSEN ALUMINUM. HOLMAN HEAD AND NORM BROWNING HAVE A BUSINESS RELATIONSHIP THROUGH O'NEAL STEEL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE INSTITUTE IS A MEMBERSHIP ORGANIZATION CONSISTING OF COMPANIES IN THE METALS INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS AND OFFICERS ARE ELECTED DURING AN ANNUAL MEETING OF THE SERVICE CENTER MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | DURING THE ANNUAL MEETING OF THE MEMBERS, THE SERVICE CENTER MEMBERS OF THE INSTITUTE CAN RATIFY OR AMEND THE ACTIONS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER MANAGEMENT APPROVAL THE FORM 990 IS REVIEWED AND APPROVED BY THE BUDGET AND AUDIT COMMITTEE, A COMMITTEE OF THE BOARD OF DIRECTORS. THE FORM 990 IS ALSO PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR AND KEY STAFF PERSON ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE COMPLETED FORMS FOR ALL DIRECTORS AND STAFF MEMBERS ARE KEPT ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMMITTEE OF THE BOARD, THE COMPENSATION COMMITTEE, MEETS AT LEAST ANNUALLY . THE COMMITTEE REVIEWS MULTIPLE INDEPENDENT SALARY SURVEYS AND USES THAT INFORMATION TO SET THE COMPENSATION FOR THE CHIEF STAFF OFFICER. USING THE SAME INFORMATION, THE COMMITTEE REVIEWS AND APPROVES THE RECOMMENDATIONS OF THE CHIEF STAFF OFFICER FOR THE COMPENSATION OF ALL OTHER STAFF MEMBERS. THE SIGNED APPROVAL ON THE RECOMMENDATIONS IS THEN USED AS BACK UP FOR ALL SALARY CHANGES AND BONUSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE VIA GUIDESTAR AND UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE BUDGET AND AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METALS SERVICE CENTER INST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVE | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341270863 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIP FUNDING TO CHAPTER SCHOLARSHIP PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11(A), I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METAL'S PUBLICATIONS AND DATA SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WEST EUCLID AVENUE | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205960534 | EIN |
| Primary Activities | PUBLICATIONS AND INFORMATION SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$305,006 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,678 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| METALS PUBLICATIONS AND DATA SERVICES INC | ||
| P | $299,735 | CASH PROVIDED |
| METALS PUBLICATIONS AND DATA SERVICES INC | ||
| D | $2,669,720 | CASH LOANED |