2015-11-11T14:31:48-06:00 2014-12-31 370802863 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2014-01-01 340066490 METALS SERVICE CENTER INSTITUTE META 8474853000 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 M ROBERT WEIDNER III PRESIDENT & CEO 8474853000 2015-11-10 1 GREGORY S ADAMS P00095597 6305738600 2014 2016-04-25 22:37:26Z M ROBERT WEIDNER III 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 18645437 0 X WWW.MSCI.ORG X 1909 IL 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. 44 43 21 0 0 -3825 4660856 4760942 5043102 5079448 2109700 223703 11896 175486 11825554 10239579 0 0 0 0 2598139 2578088 0 0 0 7024449 7224729 9622588 9802817 2202966 436762 18801463 18245977 5801998 4865454 12999465 13380523 X 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. 0 0 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. 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. 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. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 21 1 0 1 CA 0 0 0 0 X 44 43 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X X M ROBERT WEIDNER III 8474853000 4201 EUCLID AVE ROLLING MEADOWS IL 600082025 DAVID H HANNAH CHAIR 5.00 X X 0 0 0 MICHAEL H HOFFMAN PAST CHAIR 3.00 X X 0 0 0 M ROBERT WEIDNER III PRESIDENT & CEO 50.00 X X 529868 0 121928 NOEL E BRISCOE DIRECTOR AT LARGE 1.00 X 0 0 0 TODD FOGEL TREASURER 5.00 X X 0 0 0 JAMES D HOFFMAN DIRECTOR AT LARGE 1.00 X 0 0 0 THOMAS J SHARPE DIRECTOR AT LARGE 1.00 X 0 0 0 ROY BERLIN DIRECTOR AT LARGE 1.00 X 0 0 0 HOLMAN HEAD DIRECTOR AT LARGE 3.00 X 0 0 0 BRIAN R HEDGES VICE CHAIR AND PRODUCT DIV 3.00 X X 0 0 0 JOHN PALESNY DIRECTOR AT LARGE 1.00 X 0 0 0 RICHARD ROBINSON VICE CHAIR 3.00 X X 0 0 0 GARY W STEIN DIRECTOR AT LARGE 3.00 X 0 0 0 KARLA R LEWIS DIRECTOR AT LARGE 1.00 X 0 0 0 LADD R HALL ASSOCIATE DIRECTOR 1.00 X 0 0 0 WILLIAM CHISOLM DIRECTOR AT LARGE 1.00 X 0 0 0 WILLIAM PARTALIS DIRECTOR AT LARGE 1.00 X 0 0 0 MARC A SCHUPAN DIRECTOR AT LARGE 3.00 X 0 0 0 MICHAEL C ARNOLD DIRECTOR AT LARGE 3.00 X 0 0 0 STEVEN J DEMETRIOU ASSOCIATE DIRECTOR 1.00 X 0 0 0 CARL PARKER DIRECTOR AT LARGE 1.00 X 0 0 0 WILLIAM K SALES JR PRODUCT DIVISION CHAIR 1.00 X 0 0 0 CHARLES W SCHMITT ASSOCIATE DIRECTOR 1.00 X 0 0 0 TIMOTHY M TREACY PRODUCT DIVISION CHAIR 1.00 X 0 0 0 PETER WHITING ASSOCIATE DIRECTOR 1.00 X 0 0 0 ALAN L WILKINSON DIRECTOR AT LARGE 3.00 X 0 0 0 JOHN A ZEMON PRODUCT DIVISION CHAIR 1.00 X 0 0 0 STEPHEN E FUHRMAN DIRECTOR AT LARGE 3.00 X 0 0 0 ROBERT W KNOPIK AFFILIATE COMMITTEE CHAIR 1.00 X 0 0 0 RICHARD T MARABITO DIRECTOR AT LARGE 3.00 X 0 0 0 MICHAEL F PETERSEN PRODUCT DIVISION CHAIR 1.00 X 0 0 0 WILLIAM J RING DIRECTOR AT LARGE 1.00 X 0 0 0 GEOFF GILMORE DIRECTOR AT LARGE 1.00 X 0 0 0 JOHN C GRAY DIRECTOR AT LARGE 1.00 X 0 0 0 MICHAEL J TAYLOR SAFETY COMMITTEE CHAIR 3.00 X 0 0 0 BARRY GLICK DIRECTOR AT LARGE 1.00 X 0 0 0 MARK L BRECKHEIMER DIRECTOR AT LARGE 1.00 X 0 0 0 NORM BROWNING PRODUCT DIVISION CHAIR 1.00 X 0 0 0 PAUL HODSON PRODUCT DIVISION CHAIR 1.00 X 0 0 0 BARRY WALSH PRODUCT DIVISION CHAIR 1.00 X 0 0 0 MICKY TSCHIRHART RESEARCH COMMITTEE CHAIR 1.00 X 0 0 0 DENNIS M OATES ASSOCIATE DIRECTOR 1.00 X 0 0 0 JOSEPH ALVARADO ASSOCIATE DIRECTOR 1.00 X 0 0 0 JONATHAN KALKWARF CFO 50.00 X 216845 0 47513 CHRIS MARTI VP - RESEARCH, TECHNOLOGY 50.00 X 212449 0 56707 ANN D'ORAZIO VP - MARKETING-GROWTH 50.00 X 152743 0 39398 ROSE MANFREDINI VP - MEMBERSHIP & EVENTS 50.00 X 143387 0 25936 ASHLEY DEVECHT DIRECTOR OF COMMUNICATIONS 50.00 X 118023 0 20481 MONIQUE KAISERAUER VP - PROFESSIONAL DEVELOPMENT 50.00 X 109600 0 33071 1482915 0 345034 7 0 1 0 WASHINGTON UNIVERSITY IN ST LOUIS 1 BROOKINGS DR ST LOUIS MO 63130 EXECUTIVE EDUCATION COURSES 1318437 LEADING AUTHORITIES 1990 M STREET NW SUITE 800 WASHINGTON DC 200363435 SPEAKERS AND ENTERTAINERS FOR CONFERENCE 782266 HEADS UP SPECIALTIES 200 E MAIN STREET BARRINGTON IL 60001 CONFERENCE GIVEAWAYS, PLAQUES, OTHER REL 455921 J&S AUDIO VISUAL INC 9150 NORTH ROYAL LANE SUITE 150 IRVING TX 75063 AUDIO VISUAL FOR CONFERENCE 362520 MARRIOTT INTERNATIONAL MARRIOTT BUSINESS SERVICES PO BOX ATLANTA GA 303942642 HOTELS AND VENUES FOR EVENTS 346002 17 4760942 4760942 MEETINGS & CONFERENCES 561499 3866857 3866857 SEMINARS & TRAINING 611430 1212591 1212591 5079448 391855 391855 8237706 8405858 -168152 -168152 -168152 CSSCI DEBT FORGIVENESS 900099 132426 132426 MISCELLANEOUS 561499 43060 43060 175486 10239579 5122508 0 356129 1351801 465734 225826 430053 104674 261342 107944 141963 687398 217172 443768 122637 630290 3657561 95030 63448 MEMBER RECRUITMENT AND 418834 CREDIT CARD FEES 129503 DUES 114097 OTHER EXPENSES 102689 31053 9802817 567135 -342571 128121 513419 2826675 2822934 520447 503127 1471158 859721 649024 611437 10373487 10159267 3020360 3201251 716214 777113 18801463 18245977 1083148 676573 3895210 3436768 823640 752113 5801998 4865454 X 12870383 13296347 129082 84176 12999465 13380523 18801463 18245977 436762 -55704 0 X X 0 1 X 1 0 0 0 0 4760942 47326 47326 142828 -95502 93750 93750 902631 477073 425558 474777 382648 92129 611437 CREDIT SUISSE MANAGED ALTERNATIVE INVESTMENTS 3201251 F 3201251 RETIREMENT PLAN LIABILITIES 752113 752113 X 10183875 -55704 -55704 10239579 0 10239579 9802817 0 9802817 0 9802817 PART X, LINE 2: 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. X X X 1 1 X X X X X X 0 1 0 M ROBERT WEIDNER III PRESIDENT & CEO 338000 0 140000 0 51868 0 81899 0 40029 0 651796 0 0 0 JONATHAN KALKWARF CFO 179000 0 31000 0 6845 0 20861 0 26652 0 264358 0 0 0 CHRIS MARTI VP - RESEARCH, TECHNOLOGY 179000 0 31000 0 2449 0 20746 0 35961 0 269156 0 0 0 ANN D'ORAZIO VP - MARKETING-GROWTH 138000 0 14500 0 243 0 14900 0 24498 0 192141 0 0 0 ROSE MANFREDINI VP - MEMBERSHIP & EVENTS 125000 0 18000 0 387 0 14125 0 11811 0 169323 0 0 0 PART I, LINE 4B M. ROBERT WEIDNER, III, CAE - PARTICIPATES IN A 457(F) RETIREMENT PLAN. 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. METALS SERVICE CENTER INST FOUNDATION 4201 EUCLID AVE ROLLING MEADOWS IL 60008 341270863 TO PROVIDE SCHOLARSHIP FUNDING TO CHAPTER SCHOLARSHIP PROGRAM IL 501(C)(3) 11(A), I N/A 0 METAL'S PUBLICATIONS AND DATA SERVICES INC 4201 WEST EUCLID AVENUE ROLLING MEADOWS IL 60008 205960534 PUBLICATIONS AND INFORMATION SERVICES IL N/A C -305006 3678 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 METALS PUBLICATIONS AND DATA SERVICES INC P 299735 CASH PROVIDED METALS PUBLICATIONS AND DATA SERVICES INC D 2669720 CASH LOANED