2024-08-13T11:54:13-05:00 2023-09-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-10-01 521501082 CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES CENT 2028870200 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 LISA WILSON CHIEF FINANCIAL OFFICER 2028870200 2024-08-12 1 0 SUE ROBISON P00560072 2062814444 2024-08-12 2022 2024-08-08 14:25:15Z CSIS JOHN HAMRE 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 121597815 0 X WWW.CSIS.ORG X 1986 DE A BIPARTISAN POLICY RESEARCH ORGANIZATION DEDICATED TO ADDRESSING THE WORLDS GREATEST CHALLENGES 44 43 529 48 2097 0 51358682 93069965 6035089 5823638 -47337 1742 4975 -61426 57351409 98833919 0 0 0 0 31851507 35314517 0 0 3579865 16773749 20555056 48625256 55869573 8726153 42964346 201888068 246294768 32693566 31278734 169194502 215016034 X THE CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS) IS A BIPARTISAN, NONPROFIT POLICY RESEARCH ORGANIZATION DEDICATED TO ADVANCING PRACTICAL IDEAS TO ADDRESS THE WORLD'S GREATEST CHALLENGES. 0 0 10247439 2973707 THE CSIS INTERNATIONAL SECURITY PROGRAM (ISP) IS A CONSTANT SOURCE OF RELIABLE ANALYSIS ON THE THREATS AND OPPORTUNITIES SHAPING U.S. SECURITY INTERESTS AT HOME AND ABROAD.ISP TACKLES ONE OF THE MOST ROBUST AND AMBITIOUS RESEARCH AGENDAS IN THE FIELD. IT COVERS CONVENTIONAL POLITICAL-MILITARY ISSUES, INCLUDING DEFENSE STRATEGY AND POLICY, ACQUISITION AND INDUSTRY, COUNTERTERRORISM AND HOMELAND SECURITY, U.S. NUCLEAR POLICY, WMD PROLIFERATION, DEFENSE BUDGET ANALYSIS, MISSILE DEFENSE, STRATEGIC FUTURES, AND SECURITY COOPERATION. ISP IS ALSO COMMITTED TO ADDRESSING A GROWING RANGE OF NONMILITARY ISSUES DEFINING U.S. FOREIGN AND SECURITY POLICY.NONPARTISAN/BIPARTISAN ANALYSIS OF THE ONGOING DEFENSE AND SECURITY CHALLENGES FACING THE NATION PROVIDES CONGRESS, THE EXECUTIVE BRANCH, AND INDUSTRY THE INFORMATION NEEDED TO MAKE TOUGH DECISIONS. ISP ASSEMBLES TOP-LEVEL LEADERS AND PROVIDES THE PLATFORM FOR THEM TO DEFINE CRITICAL ISSUES AND EXPLAIN THE IMPACT NATIONALLY AND GLOBALLY. 2542425 337102 THE PROJECT ON PROSPERITY AND DEVELOPMENT (PPD) STUDIES THE COMING CHALLENGES IN INTERNATIONAL DEVELOPMENT, FOCUSING ON THE RAPIDLY SHIFTING FINANCIAL AND ECONOMIC LANDSCAPE IN LOW AND MIDDLE-INCOME COUNTRIES. PPD SEEKS TO IDENTIFY INTERNATIONAL DEVELOPMENT POLICY AND APPROACHES THAT GOVERNMENT, CIVIL SOCIETY, AND PRIVATE SECTOR ACTORS CAN UTILIZE TO FOSTER BROAD-BASED, INCLUSIVE ECONOMIC GROWTH. PPD'S WORK MERGES TRADITIONAL DEVELOPMENT THEORY AND PRACTICE WITH THE INNOVATIVE APPROACHES OF PRIVATE ACTORS, AND INFLUENCES THE DEVELOPMENT DEBATE AND DONOR RESOURCE ALLOCATION THROUGH CSIS'S UNIQUE CONVENING POWER IN WASHINGTON AND AROUND THE WORLD. 2335519 1000 CSIS PROVIDES PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO ITS STAFF AND INTERNS THROUGH THE ABSHIRE-INAMORI LEADERSHIP ACADEMY (AILA). AILA'S MISSION IS INSPIRED BY THE VISION OF DAVID M. ABSHIRE, COFOUNDER OF CSIS, AND DR. KAZUO INAMORI, FOUNDER OF THE KYOCERA CORPORATION. BASED ON THE FOUNDERS' IDEALS OF HUMILITY, DILIGENCE, AND FORWARD THINKING, AILA AIMS TO EMPOWER CSIS'S STAFF TO MAKE POSITIVE CONTRIBUTIONS TO THEIR COMMUNITIES AND TAKE THEIR LEADERSHIP CAPABILITIES AND FOREIGN POLICY KNOWLEDGE TO THE NEXT LEVEL. AILA AIMS TO PROVIDE TRAINING OPPORTUNITIES IN LEADERSHIP, ETHICS, AND FOREIGN POLICY TO CSIS STAFF AND INTERNS, FOSTER GROWTH AND COLLABORATION WITHIN THE CENTER, AND HELP PREPARE EMPLOYEES FOR CHALLENGES AND OPPORTUNITIES IN THEIR FUTURE CAREERS. EACH YEAR, APPROXIMATELY 100 JUNIOR AND MID-LEVEL STAFF MEMBERS AND 100 INTERNS PARTICIPATE IN AILA'S MULTIDISCIPLINARY PROGRAMMING. FROM SPEAKER SERIES AND SKILL-BUILDING WORKSHOPS TO EDUCATIONAL ACTIVITIES AND CULTURE-BUILDING EVENTS, AILA PROGRAMMING IS DIVERSE AND OFFERS A HOLISTIC APPROACH TO PROFESSIONAL DEVELOPMENT FOR PROFESSIONALS AT CSIS. 21683447 2511829 OTHER PROGRAMS 21683447 2511829 36808830 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 277 0 1 529 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 44 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ CA CO DC DE FL GA HI IL KS KY ME MD MA MI MS NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WV WI LA MN MO NE X LISA WILSON 2028870200 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 THOMAS J PRITZKER CHAIRMAN 1.00 X 0 0 0 BRENDAN BECHTEL TRUSTEE 1.00 X 0 0 0 ERSKINE BOWLES TRUSTEE 1.00 X 0 0 0 WILLIAM S COHEN TRUSTEE 1.00 X 0 0 0 WILLIAM M DALEY TRUSTEE 1.00 X 0 0 0 RAY DALIO TRUSTEE 1.00 X 0 0 0 ANDREAS DRACOPOULOS TRUSTEE 1.00 X 0 0 0 WILLIAM E FORD TRUSTEE 1.00 X 0 0 0 HENRIETTA FORE TRUSTEE 1.00 X 0 0 0 MICHAEL P GALVIN TRUSTEE 1.00 X 0 0 0 HELENE GAYLE TRUSTEE 1.00 X 0 0 0 DARIO GIL AS OF 0823 TRUSTEE 1.00 X 0 0 0 EVAN G GREENBERG TRUSTEE 1.00 X 0 0 0 MAURICE R GREENBERG TRUSTEE 1.00 X 0 0 0 JOHN HAMMERGREN THRU 1122 TRUSTEE 1.00 X 0 0 0 LINDA W HART TRUSTEE 1.00 X 0 0 0 JOHN B HESS TRUSTEE 1.00 X 0 0 0 CARLA A HILLS TRUSTEE 1.00 X 0 0 0 MELLODY HOBSON TRUSTEE 1.00 X 0 0 0 RAY L HUNT TRUSTEE 1.00 X 0 0 0 JAMES L JONES JR TRUSTEE 1.00 X 0 0 0 FRED KHOSRAVI TRUSTEE 1.00 X 0 0 0 RONALD KIRK TRUSTEE 1.00 X 0 0 0 HENRY A KISSINGER TRUSTEE & COUNSELOR 1.00 X 23649 0 39392 KENNETH G LANGONE TRUSTEE 1.00 X 0 0 0 KEWSONG LEE TRUSTEE 1.00 X 0 0 0 W JAMES MCNERNEY JR TRUSTEE 1.00 X 0 0 0 PHEBE N NOVAKOVIC TRUSTEE 1.00 X 0 0 0 SAM NUNN TRUSTEE 1.00 X 0 0 0 JOSEPH S NYE JR TRUSTEE 1.00 X 0 0 0 LEON PANETTA TRUSTEE 1.00 X 0 0 0 WILLIAM K REILLY TRUSTEE 1.00 X 0 0 0 PAUL RYAN TRUSTEE 1.00 X 0 0 0 JIN ROY RYU TRUSTEE 1.00 X 0 0 0 BOB SCHIEFFER TRUSTEE 1.00 X 0 0 0 BRAD SMITH AS OF 0523 TRUSTEE 1.00 X 0 0 0 FREDERICK W SMITH TRUSTEE 1.00 X 0 0 0 JULIE SWEET TRUSTEE 1.00 X 0 0 0 ANDREW TAYLOR TRUSTEE 1.00 X 0 0 0 FRANCES F TOWNSEND TRUSTEE 1.00 X 0 0 0 BYRON D TROTT TRUSTEE 1.00 X 0 0 0 ROMESH WADHWANI TRUSTEE 1.00 X 0 0 0 JAMES WINNEFELD JR TRUSTEE 1.00 X 0 0 0 DARREN WOODS TRUSTEE 1.00 X 0 0 0 JOHN J HAMRE - PRESIDENT CEO, & LANGONE CHR IN AMER. LDRSHP 35.00 X X 516694 0 38050 CRAIG COHEN EXECUTIVE VICE PRESIDENT 35.00 X 367115 0 72430 LISA WILSON - CFO SENIOR VP FOR ADMIN., AND CORP. TREAS. 35.00 X 252344 0 51649 KAREN WONG - PRESIDENT FOR MEMB. GRPS, & SPEC. EVNTS, & CORP SEC. 35.00 X 236765 0 36053 ANDREW SCHWARTZ CHIEF COMMUNICATIONS OFFICER 35.00 X 235707 0 75091 AARON MYERS CHIEF INFORMATION OFFICER 35.00 X 175870 0 60603 FREDRICK ANYANWU CHIEF DEVELOPMENT OFFICER 35.00 X 343708 0 12383 NICOLE AANDAHL SR. VP FOR PEOPLE & CULTURE 35.00 X 249124 0 37423 NAHMYO THOMAS - VP DIR OF EXEC EDU & ABSHIRE INAMORI LDRSHP ACAD 35.00 X 196801 0 29977 JON ALTERMAN - PRESIDENT ZBIGNIEW BRZENINKSI CHR GLBL SEC & GEO., & DIR, MI 35.00 X 236970 0 29295 MATTHEW GOODMAN - SR VP ECON & SIMON CHAIR IN POLITICAL ECONOMY 35.00 X 219289 0 72563 JAMES LEWIS - SR VP DIR STRATEGIC TECHNOLOGIES PRGRM 35.00 X 229579 0 52356 DANIEL RUNDE - PRESIDENT WILLIAM A. SHCREYER CHR & DIR., PROJ PROSPER & DVL 35.00 X 232486 0 73256 JOHN MORRISON - SNR VP & DIR. GLBL. HLTH. POL. CNTR. 35.00 X 306930 0 76869 SETH JONES - PRESIDENT HAROLD BROWN CHR; & DIR. INTRNTL SEC PRGRM 35.00 X 296024 0 72557 RICHARD ROSSOW SENIOR FELLOW 35.00 X 225187 0 58923 VICTOR CHA SR. ADVISOR & CHAIRHOLDER 35.00 X 285985 0 61566 CYNTHIA ROBIN COOK DIR. DEFENSE & INDUSTRY INITIATIVES 35.00 X 242526 0 20329 CHARLES EDEL - SENTIOR ADVSR & AUSTRALIA CHAIR 35.00 X 222236 0 1222 EMILY HARDING DIR. INTEL, NAT'L SECURITY, TECH 35.00 X 220766 0 2304 MICHAEL GREEN UNTIL 62022 FORMER SR. VP FOR ASIA & JAPAN 35.00 X 149868 0 15180 5465623 0 989471 81 1 1 0 RIDGEWELLS CATERING 5525 DORSEY LANE BETHESDA MD 20816 CATERING 194809 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING SERVICES 190592 ROBERT HALF FINANCE & ACCOUNTING 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMPORARY STAFFING 185377 SANDEEP 301-1918 YORK AVENUE VANCOUVER BRITISH COLUMBIA CA XXXXX CONSULTING 164202 JUAN CRUZ 1320 N VEITCH ST 1521 ARLINGTON VA 22201 CONSULTING 135881 11 5071110 87998855 93069965 CONTRACTS-GOV'T AGENCY 900099 5784678 5784678 CONFERENCE 900099 38960 38960 5823638 97 97 191583 395000 -203417 -203417 -203417 22370541 22368896 1645 1645 1645 PARKING 812930 97913 2097 95816 OTHER REVENUE 900099 44078 44078 141991 98833919 5823638 2097 -61781 5053254 3224771 1472573 355910 25391473 15912649 7712748 1766076 1207633 869574 245429 92630 1540217 1109055 313021 118141 2121940 1527932 431246 162762 178447 46531 131916 137175 20500 116675 324609 324609 4704687 3703701 841564 159422 44667 5427 39240 446240 211872 225038 9330 1485746 389054 1076842 19850 2277640 1741138 375259 161243 3247232 3120374 79120 47738 1816211 1607668 208543 830181 830181 2698155 2023901 674254 162040 162040 BOOKS AND PUBLICATIONS 288086 288086 BAD DEBT EXPENSE 191787 191787 1722153 -15371 1259304 478220 55869573 36808830 15480878 3579865 20385801 15914977 34140642 36508883 12301049 49227335 5804588 6415136 266491 335134 112318642 26491415 87884617 85827227 0 3884534 41092964 48169626 11916 11916 201888068 246294768 3531619 3645761 1727426 1287010 27426574 26345963 7947 0 32693566 31278734 X 96243655 100714977 72950847 114301057 169194502 215016034 201888068 246294768 42964346 2857186 0 X X 0 1 X 1 1 1 X 38945126 42242868 37544347 51358682 93069965 263160988 38945126 42242868 37544347 51358682 93069965 263160988 10024462 253136526 335953 1624013 194020 197261 191680 2542927 61880 123503 3000 197330 139894 525607 266229522 32031716 0.95080 0.96840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 61,880. 2019 AMOUNT: $ 123,503. 2020 AMOUNT: $ 3,000. 2021 AMOUNT: $ 197,330. 2022 AMOUNT: $ 139,894. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36986196 15485611 1407229 1431661 52447375 37478225 980503 1472532 36986196 30371131 1746262 6357555 996723 37478225 29101465 1000000 1394993 1125327 30371131 26408205 3000000 704269 1011009 29101465 0.00000 1.00000 0.00000 0 0 33117228 33117228 67851031 16796673 51054358 6865330 7279404 -414074 4485053 2415338 2069715 85827227 BROKERAGE ACCOUNT 1156627 F LIMITED PARTNERSHIPS 39981962 F OFFSHORE FUNDS 7031037 F 48169626 101761496 2857186 395000 3252186 98509310 324609 324609 98833919 55939964 395000 395000 55544964 324609 324609 55869573 PART V, LINE 4: CSIS'S ENDOWMENT FUNDS ARE PROFESSIONALLY MANAGED AND IS INVESTED IN A DIVERSIFIED PORTFOLIO IN ORDER TO GENERATE EARNINGS AND APPRECIATION THAT WILL PROVIDE A PERPETUAL SOURCE OF INCOME TO SUPPORT CSIS'S PROGRAMMATIC ACTIVITIES. CSIS'S BOARD OF TRUSTEES APPROVES AN ANNUAL DRAW, IN ACCORDANCE WITH UPMIFA AS ENACTED IN THE DISTRICT OF COLUMBIA, TO SPEND ON OPERATIONS IN ACCORDANCE WITH DONOR STIPULATIONS WHERE APPLICABLE. THE FINANCE AND AUDIT COMMITTEE HAS BOARD DELEGATED RESPONSIBILITY WITH THE OVERSIGHT OF CSIS INVESTED ENDOWMENT FUNDS, INCLUDING ITS PERFORMANCE AND MANAGER SELECTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 395,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 395,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 21921 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 228788 EUROPE (INCLUDING ICELAND & GREENLAND) 0 9 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 90161 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 69533 NORTH AMERICA - CANADA AND MEXICO 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 3274 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 455 SOUTH AMERICA 0 0 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 800 SOUTH ASIA 0 1 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 382484 SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. 10000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 10228663 0 13 0 4 0 17 797416 10238663 11036079 1 0 1 0 1 0 PART I, LINE 3: CSIS USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. PART III ACCOUNTING METHOD: PART IV, LINES 1, 3, & 5: THE ORGANIZATION IS REQUIRED TO FILE AND IS FILING FORMS 926 AND 8865. THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471. X X X 0 0 0 0 0 0 0 0 0 JOHN J HAMRE - PRESIDENT CEO, & LANGONE CHR IN AMER. LDRSHP 512986 0 0 0 3708 0 28519 0 9530 0 554743 0 0 0 CRAIG COHEN EXECUTIVE VICE PRESIDENT 366845 0 0 0 270 0 30500 0 41930 0 439545 0 0 0 JOHN MORRISON - SNR VP & DIR. GLBL. HLTH. POL. CNTR. 304644 0 0 0 2286 0 29289 0 47580 0 383799 0 0 0 SETH JONES - PRESIDENT HAROLD BROWN CHR; & DIR. INTRNTL SEC 295610 0 0 0 414 0 30500 0 42057 0 368581 0 0 0 FREDRICK ANYANWU CHIEF DEVELOPMENT OFFICER 343528 0 0 0 180 0 0 0 12383 0 356091 0 0 0 VICTOR CHA SR. ADVISOR & CHAIRHOLDER 284797 0 0 0 1188 0 28558 0 33009 0 347552 0 0 0 ANDREW SCHWARTZ CHIEF COMMUNICATIONS OFFICER 235293 0 0 0 414 0 25192 0 49899 0 310798 0 0 0 DANIEL RUNDE - PRESIDENT WILLIAM A. SHCREYER CHR & DIR., PROJ 222486 0 10000 0 0 0 23923 0 49333 0 305742 0 0 0 LISA WILSON - CFO SENIOR VP FOR ADMIN., AND CORP. TREAS. 251294 0 0 0 1050 0 25962 0 25688 0 303994 0 0 0 MATTHEW GOODMAN - SR VP ECON & SIMON CHAIR IN POLITICAL ECONOMY 218101 0 0 0 1188 0 23461 0 49102 0 291852 0 0 0 NICOLE AANDAHL SR. VP FOR PEOPLE & CULTURE 248662 0 0 0 462 0 4633 0 32790 0 286547 0 0 0 RICHARD ROSSOW SENIOR FELLOW 224917 0 0 0 270 0 18954 0 39969 0 284110 0 0 0 JAMES LEWIS - SR VP DIR STRATEGIC TECHNOLOGIES PRGRM 227293 0 0 0 2286 0 23461 0 28894 0 281934 0 0 0 KAREN WONG - PRESIDENT FOR MEMB. GRPS, & SPEC. EVNTS, & CORP SE 235991 0 0 0 774 0 23846 0 12207 0 272818 0 0 0 JON ALTERMAN - PRESIDENT ZBIGNIEW BRZENINKSI CHR GLBL SEC & G 236166 0 0 0 804 0 23077 0 6218 0 266265 0 0 0 CYNTHIA ROBIN COOK DIR. DEFENSE & INDUSTRY INITIATIVES 241752 0 0 0 774 0 0 0 20329 0 262855 0 0 0 AARON MYERS CHIEF INFORMATION OFFICER 175690 0 0 0 180 0 18713 0 41890 0 236473 0 0 0 NAHMYO THOMAS - VP DIR OF EXEC EDU & ABSHIRE INAMORI LDRSHP 196620 0 0 0 181 0 20463 0 9514 0 226778 0 0 0 CHARLES EDEL - SENTIOR ADVSR & AUSTRALIA CHAIR 222056 0 0 0 180 0 0 0 1222 0 223458 0 0 0 EMILY HARDING DIR. INTEL, NAT'L SECURITY, TECH 220572 0 0 0 194 0 0 0 2304 0 223070 0 0 0 MICHAEL GREEN UNTIL 62022 FORMER SR. VP FOR ASIA & JAPAN 149228 0 0 0 640 0 13846 0 1334 0 165048 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES, EVAN G. GREENBERG AND MAURICE R. GREENBERG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE MANAGEMENT TEAM AND IS MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A COI OR AN OUTSIDE BUSINESS DISCLOSURE (OBD) STATEMENT UPON HIRE, WHENEVER SIGNIFICANT CHANGES OCCUR AND ANNUALLY, AT A TIME DESIGNATED BY CSIS MANAGEMENT. A THREE-PERSON CONFLICT OF INTEREST REVIEW PANEL DESIGNATED BY CSIS'S PRESIDENT & CEO REVIEWS ALL OBD STATEMENTS AT LEAST ANNUALLY OR WHENEVER UPDATES ARE SUBMITTED. THE COI REVIEW PANEL CONVENES WHENEVER NECESSARY TO DISCUSS POTENTIAL VIOLATIONS OF THIS POLICY OR TO HELP ADVISE STAFF ON COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT & CEO AND OTHER CORPORATE OFFICERS IS REVIEWED ANNUALLY USING COMPARABLE, THINK TANK COMPENSATION SURVEY DATA AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE & AUDIT COMMITTEE WHICH HAS BOARD DELEGATED RESPONSIBILITY FOR THE OVERSIGHT OF THE FINANCIAL AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR.