METALS SERVICE CENTER INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- METALS SERVICE CENTER INSTITUTE (EIN 34-0066490)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-22
- IRS object ID
- 201242969349300704
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-22T08:46:10-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370802863 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340066490 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METALS SERVICE CENTER INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | META | NameControl |
| Phone | 8474853000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVENUE | AddressLine1 |
| City | ROLLING MEADOWS | City |
| State | IL | State |
| ZIP Code | 600082025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M ROBERT WEIDNER III | Name |
| Title | PRESIDENT, CEO, SECRETARY | Title |
| Phone | 8474853000 | Phone |
| Date Signed | 2012-10-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY S ADAMS | Name |
| PTIN | P00095559 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | M ROBERT WEIDNER III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVENUE | AddressLine1 |
| City | ROLLING MEADOWS | City |
| State | IL | State |
| ZIP Code | 600082025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13539267 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MSCI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 44 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -55 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -55 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3494464 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4175914 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2077763 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4396857 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 206485 | InvestmentIncomePriorYear |
| Investment Income Current Year | 556244 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12373 | OtherRevenuePriorYear |
| Other Revenue Current Year | -4404 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5791085 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9124611 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1689687 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2002782 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3940481 | OtherExpensePriorYear |
| Other Expenses Current Year | 8048845 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5630168 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10051627 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 160917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -927016 | RevenuesLessExpensesCY |
| Total Assets BOY | 14232638 | TotalAssetsBOY |
| Total Assets EOY | 14048480 | TotalAssetsEOY |
| Total Liabilities BOY | 2895373 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4794906 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11337265 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9253574 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PURPOSE OF THE INSTITUTE SHALL BE ENHANCING THE FINANCIAL RETURN OF MEMBER COMPANIES BY PROVIDING INFORMATION, EDUCATION, GOVERNMENTAL REPRESENTATION, NETWORKING OPPORTUITIES AND A FORUM TO ENHANCE THE QUALITY OF PRODUCTS AND SERVICES IN MEETING THEIR CUSTOMERS', SUPPLIERS' AND EMPLOYEES' EXPECTATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ANNUAL MEETING AND ECONOMIC SUMMIT - THESE TWO MEETINGS ARE THE ASSOCIATION'S PREMIERE 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. IN ADDITION, MSCI PROVIDES MARKET DEMAND INFORMATION FROM THE END USE MARKETS FOR OUR MEMBERS PRODUCTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRODUCT SPECIFIC CONFERENCES - THESE MEETINGS PROVIDE ECONOMIC AND POLITICAL ANALYSIS AND END MARKET USAGE INFORMATION FOR MID-LEVEL EXECUTIVES. AGAIN THE GOAL IS TO PROVIDE INSIGHTFUL BUSINESS INFORMATION SO MEMBERS CAN RUN THEIR BUSINESSES MORE EFFECTIVELY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 14 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 44 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN KALKWARF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8474853000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVE | AddressLine1 |
| City | ROLLING MEADOWS | City |
| State | IL | State |
| ZIP Code | 600082025 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BILL JONES | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DAVID H HANNAH | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL E HOFFMAN | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | |
| M ROBERT WEIDNER III | ||||||
| PRESIDENT, CEO & SECRETARY | 50.00 | X | 471125 | 0 | 107741 | X |
| TOROS ASSADOURIAN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| NOEL E BRISCOE | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| TODD FOGEL | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| JAMES D HOFFMAN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| JOHN E LUSDYK | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J SHARPE | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| WAYNE K BASSETT | ||||||
| DIVISION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| ROY BERLIN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL H GOLDBERG | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| C LOURENCO GONCALVES | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| HOLMAN HEAD | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| BRIAN R HEDGES | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS A MULLIN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| JOHN PALESNY | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD ROBINSON | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL D SIEGAL | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| GARY W STEIN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| DAVID WOLFORT | ||||||
| DIRECTOR AT LARGE | 1.00 | 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 | |
| MICHAEL G RIPPEY | ||||||
| ASSOCIATE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN BATISTE | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM PARTALIS | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| TERENCE R ROGERS | ||||||
| COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MARC A SCHUPAN | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| ULRICH ALBRECHT-FRUEH | ||||||
| ASSOCIATE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL C ARNOLD | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| GARY L CROUCH | ||||||
| PRODUCT DIVISION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN J DEMETRIOU | ||||||
| ASSOCIATE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN KELLY | ||||||
| COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| FRANK G KEVANE | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| CARL PARKER | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| MARK RUSSELL | ||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM K SALES JR | ||||||
| PRODUCT DIVISION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| JAMES F SARWARK | ||||||
| PRODUCT DIVISION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES W SCHMITT | ||||||
| ASSOCIATE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM SPATAFORE | ||||||
| PRODUCT DIVISION CHAIR | 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 | 1.00 | X | 0 | 0 | 0 | |
| JOHN A ZEMON | ||||||
| PRODUCT DIVISION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| ROSE MANFREDINI | ||||||
| VP - MEMBERSHIP & EVENTS | 50.00 | 124295 | 0 | 39208 | X | |
| JONATHAN KALKWARF | ||||||
| CFO | 50.00 | 201967 | 0 | 53656 | X | |
| CHRIS MARTI | ||||||
| VP - IT | 50.00 | 196919 | 0 | 61823 | X | |
| ANN D'ORAZIO | ||||||
| VP - MARKETING-GROWTH | 50.00 | 136549 | 0 | 41429 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1130855 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 303857 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||
| PO BOX 60714 | ST LOUIS | MO | 631600714 | EDUCATIONAL COURSE | 1333604 |
| WINSTON AND STRAWN | |||||
| 35 W WACKER DR | CHICAGO | IL | 606019703 | LEGAL CONSULTING | 848509 |
| MARRIOTT INTERNATIONAL | |||||
| PO BOX 403003 | ATLANTA | GA | 303843003 | ROOM AND BOARD FOR CONFERENCES | 641188 |
| LEADING AUTHORITIES | |||||
| 1990 M STREET NW SUITE 800 | WASHINGTON | DC | 200363435 | SPEAKER BUREAU | 568565 |
| HEADS UP SPECIALTIES | |||||
| 5 ASHBURY LANE | BARRINGTON | IL | 60010 | BRANDING SUPPORT | 298950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Membership Dues | 3995914 | MembershipDues |
| All Other Contributions | 180000 | AllOtherContributions |
| Total Contributions | 4175914 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEETINGS & CONFERENCES | 561499 | 3169997 | 3169997 |
| SEMINARS & TRAINING | 611430 | 1226860 | 1226860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4396857 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 258407 | TotalRevenueColumn |
| Unrelated Business Revenue | -55 | UnrelatedBusinessRevenue |
| Exclusion | $258,462 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4694096 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4396259 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 297837 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 297837 | TotalRevenueColumn |
| Exclusion | $297,837 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4500 | GrossSalesOfInventory |
| Cost Of Goods Sold | 18397 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13897 | TotalRevenueColumn |
| Related Or Exempt Function Income | -13897 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 561499 | BusinessCode |
| Total Revenue Column | 9493 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9493 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9493 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9124611 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4392453 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -55 | UnrelatedBusinessRevenue |
| Exclusion | $556,299 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1434712 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296847 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56558 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123758 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90907 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 819468 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74764 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46237 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389170 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152081 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279952 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130840 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449968 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2974357 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1772157 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103997 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58424 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBER RECRUITMENT AND | 277764 |
| STAFF DEVELOPMENT | 161503 |
| CREDIT CARD FEES | 152868 |
| DUES | 119614 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85381 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10051627 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4326 | BOY |
| EOY | 176348 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1003028 | BOY |
| EOY | 1616801 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2450155 | BOY |
| EOY | 2212152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295513 | BOY |
| EOY | 241466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1583049 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 812094 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842944 | BOY |
| EOY | 770955 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8353543 | BOY |
| EOY | 7790859 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 867351 | BOY |
| EOY | 821752 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415778 | BOY |
| EOY | 418147 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14232638 | BOY |
| EOY | 14048480 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661993 | BOY |
| EOY | 825383 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1710176 | BOY |
| EOY | 3443950 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 523204 | BOY |
| EOY | 525573 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2895373 | BOY |
| EOY | 4794906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11337265 | BOY |
| EOY | 9073574 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 180000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11337265 | BOY |
| EOY | 9253574 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14232638 | BOY |
| EOY | 14048480 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -927016 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1156675 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 3995914 | DuesAssessments |
| Non Ded Lobby Political Current | 60621 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 60621 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 79918 | AggrAmtReportedInDuesNotices |
| Taxable | -$19,297 | TaxableAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 93750 | OtherCostOrOtherBasis |
| Book Value | 93750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 902631 | OtherCostOrOtherBasis |
| Depreciation | 332847 | Depreciation |
| Book Value | 569784 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 586668 | OtherCostOrOtherBasis |
| Depreciation | 479247 | Depreciation |
| Book Value | 107421 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 770955 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DRIEHAUS SMALL CAP RECOVERY FUND, L.P. | 413259 | F |
| PINNACLE EQUITY FUND, L.P. | 408493 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 821752 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO CSSCI | $132,426 |
| RETIREMENT PLAN LIABILITIES | $393,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 525573 | TotalOfAmounts |
| Total Revenue | 9124611 | TotalRevenue |
| Total Expenses | 10051627 | TotalExpenses |
| Excess Or Deficit For Year | -927016 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1156675 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1156675 | TotalAdjustments |
| Excess Or Deficit Per FS | -2083691 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9124611 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 9124611 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9124611 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11208302 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1156675 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1156675 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10051627 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10051627 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008, 2009, AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE IRS IS IN THE PROCESS OF AN EXAMINATION OF THE INSTITUTE'S RETURNS FOR 2007, 2008, AND 2009. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSSES ON INVESTMENTS 1,156,675. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M ROBERT WEIDNER III | |||||||||||||
| 305000 | 0 | 120000 | 0 | 46125 | 0 | 64559 | 0 | 43182 | 0 | 578866 | 0 | 0 | 0 |
| ROSE MANFREDINI | |||||||||||||
| 107635 | 0 | 16500 | 0 | 160 | 0 | 12414 | 0 | 26794 | 0 | 163503 | 0 | 0 | 0 |
| JONATHAN KALKWARF | |||||||||||||
| 161996 | 0 | 32500 | 0 | 7471 | 0 | 23707 | 0 | 29949 | 0 | 255623 | 0 | 0 | 0 |
| CHRIS MARTI | |||||||||||||
| 161195 | 0 | 32500 | 0 | 3224 | 0 | 22348 | 0 | 39475 | 0 | 258742 | 0 | 0 | 0 |
| ANN D'ORAZIO | |||||||||||||
| 123415 | 0 | 13000 | 0 | 134 | 0 | 13642 | 0 | 27787 | 0 | 177978 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | M. ROBERT WEIDNER, III, CAE - PARTICIPATES IN A 457(F) RETIREMENT PLAN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ULRICH ALBRECHT-FRUEH AND FRANK G. KEVANE HAVE A BUSINESS RELATIONSHIP THROUGH THYSSENKRUPP; MICHAEL C. ARNOLD AND TERENCE R. ROGERS HAVE A BUSINESS RELATIONSHIP THROUGH RYERSON INC.; WAYNE K. BASSETT AND CARL PARKER HAVE BUSINESS RELATIONSHIP THROUGH SAMUEL, SON & CO., LIMITED; GARY L. CROUCH AND LADD R. HALL HAVE BUSINESS RELATIONSHIP THROUGH NUCOR INC.; DAVID H. HANNAH, JAMES D. HOFFMAN, KARLA R. LEWIS, JOHN E. LUSDYK AND WILLIAM K. SALES, JR. HAVE BUSINESS RELATIONSHIP THROUGH RELIANCE STEEL AND ALUMINUM; HOLMAN HEAD AND BILL JONES HAVE BUSINESS RELATIONSHIP THROUGH O'NEAL INDUSTRIES; BRIAN R. HEDGES AND MAUREEN KELLY HAVE BUSINESS RELATIONSHIP THROUGH RUSSEL METALS INC.; MICHAEL H. HOFFMAN AND WILLIAM PARTALIS HAVE BUSINESS RELATIONSHIP THROUGH KLOECKNER METALS; MICHAEL D. SIEGAL AND DAVID WOLFORT HAVE BUSINESS RELATIONSHIP THROUGH OLYMPIC STEEL, INC.; AND TIM SPATAFORE AND ALAN L. WILKINSON HAVE BUSINESS RELATIONSHIP THROUGH MARMON/KEYSTONE LLC. | |
| 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 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,156,675. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | |
| FORM 990, PART VII | CERTAIN BOARD MEMBERS AND OFFICERS OF THE INSTITUTE ALSO SERVE ON THE BOARD OF METALS SERVICE CENTER INSTITUTE FOUNDATION FOR CONTINUING EDUCATION, AN AFFILIATED 501(C)(3) NONPROFIT ORGANIZATION. | |
| SCHEDULE D, PART XIV-SUPPLEMENTAL INFORMATION | THE IRS CONTINUES ITS EXAMINATION OF THE 501(C)(6) METALS SERVICE CENTER INSTITUTE HAVING CONCLUDED ITS EXAMINATIONS OF THE RELATED 501(C)(3) METALS SERVICE CENTER INSTITUTE FOUNDATION FOR CONTINUING EDUCATION AND THE FOR-PROFIT SUBSIDIARY METAL'S PUBLICATIONS AND DATA SERVICES, INC. FINAL DISPOSITION OF THE AUDIT OF THE METALS SERVICE CENTER INSTITUTE IS UNDETERMINED AND THERE HAS BEEN NO PROPOSED ADJUSTMENT BY THE INTERNAL REVENUE SERVICE (IRS). PROVISION FOR ANY POTENTIAL LOSS RELATED TO THE IRS' EXAMINATION WAS NOT RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS SINCE ITS OUTCOME CANNOT BE REASONABLY PREDICTED AT THIS TIME. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METALS SERVICE CENTER INST FOUNDATION FOR CONTINUING EDUCATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 EUCLID AVE | AddressLine1 |
| City | ROLLING MEADOWS | City |
| State | IL | State |
| ZIP Code | 60008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341270863 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIP FUNDING TO CHAPTER SCHOLARSHIP PROGRAM | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11(A), I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METAL'S PUBLICATIONS AND DATA SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WEST EUCLID AVENUE | AddressLine1 |
| City | ROLLING MEADOWS | City |
| State | IL | State |
| ZIP Code | 60008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205960534 | EIN |
| Primary Activity | PUBLICATIONS AND INFORMATION SERVICES | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -443380 | ShareOfTotalIncome |
| Share Of EOY Assets | 3823 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| METALS PUBLICATIONS AND DATA SERVICES INC | ||
| M | 16996 | CASH PROVIDED |
| METALS PUBLICATIONS AND DATA SERVICES INC | ||
| N | 90403 | CASH PROVIDED |
| METALS SERVICE CENTER INSTITUTE FOUNDATION FOR CONTINUING EDUCATION | ||
| B | 1772157 | DEBT FORGIVEN |