CONSTRUCTION SPECIFICATIONS INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONSTRUCTION SPECIFICATIONS INSTITUTE INC (EIN 53-0242938)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349309361
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2023-05-15T12:56:01-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530242938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSTRUCTION SPECIFICATIONS | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 8006892900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N PITT STREET 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK DORSEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8006892900 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | DORSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK DORSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N PITT STREET 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,308,168 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CSINET.ORG & WWW.CSIRESOURCES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE BUILDING INFO MGMT & EDUCATION OF PROJECT TEAMS TO IMPROVE FACILITY PERFORMANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 313 | TotalVolunteersCnt |
| Total Gross UBI | $381,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $105,828 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $444,472 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,550,360 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,845,285 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,128,618 | PYInvestmentIncomeAmt |
| CY Investment Income | $350,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,801 | PYOtherRevenueAmt |
| CY Other Revenue | $43,699 | CYOtherRevenueAmt |
| PY Total Revenue | $12,789,779 | PYTotalRevenueAmt |
| CY Total Revenue | $5,684,338 | 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 | $2,558,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,642,727 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,576,396 | PYOtherExpensesAmt |
| CY Other Expenses | $5,344,780 | CYOtherExpensesAmt |
| PY Total Expenses | $6,134,706 | PYTotalExpensesAmt |
| CY Total Expenses | $7,987,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,655,073 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,303,169 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,756,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,426,197 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,914,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,939,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,842,351 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,486,553 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF CSI IS TO ADVANCE BUILDING INFORMATION MANAGEMENT AND EDUCATION OF PROJECT TEAMS TO IMPROVE FACILITY PERFORMANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TECHNICAL PROGRAMS: STANDARDS AND FORMATS PROVIDED TO PERSONS ENGAGED IN ANY PHASE OF WRITING, PREPARING, COMPILING, OR UTILIZING SPECIFICATIONS IN THE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL AND CERTIFICATION PROGRAMS: PROFESSIONAL DEVELOPMENT SEMINARS AND WEBINARS IN TECHNICAL, SALES, AND MANAGEMENT SKILLS. CSI ALSO CONDUCTS FOUR RIGOROUS CERTIFICATION PROGRAMS (CDT, CCS, CCCA, AND CCPR). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION SPECIFIER: PUBLICATION THAT PROVIDES TECHNICAL INFORMATION AND TOPICAL ISSUES TO THE MEMBERSHIP, PERSONS IN THE INDUSTRY, AND THE GENERAL PUBLIC AS A WHOLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONVENTION: PROVIDES ACCREDITED EDUCATION AND UNPARALLELED NETWORKING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK DORSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006892900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N PITT STREET 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143133 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARVIN KEMP | ||||||||
| BOARD CHAIR | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARTHUR FEATHERSTONHAUGH IV | ||||||||
| CHAIR-ELECT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JORI SMITH | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HAYWARD | ||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WADE BEVIER | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARROD MANN | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA KENNEDY | ||||||||
| DIRECTOR FROM THE SOUTHEAST REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNSEY HANKINS | ||||||||
| DIR. FROM THE SOUTH CENTRAL REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LANZELOTTI | ||||||||
| DIRECTOR FROM THE NORTHEAST REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK MORGAN | ||||||||
| DIRECTOR FROM THE GREAT LAKES REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK COMERFORD | ||||||||
| DIRECTOR FROM THE WEST REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN ONSTAD | ||||||||
| DIRECTOR FROM THE NORTHWEST REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE ANN SLATTERY | ||||||||
| DIR. FROM THE MIDDLE ATLANTIC REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILIAM SUNDQUIST | ||||||||
| DIRECTOR FROM THE GULF STATES REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL YOUNG | ||||||||
| DIRECTOR FROM THE SOUTHWEST REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA ZAWODNY | ||||||||
| DIR. FROM THE NORTH CENTRAL REGION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DORSEY | ||||||||
| CHIEF EXECUTIVE OFFICER | 39.00 | 1.00 | Yes (X) | $336,914 | $0 | $39,560 | ||
| VELMA HART | ||||||||
| CHIEF OPERATING OFFICER | 38.00 | 2.00 | Yes (X) | $217,541 | $0 | $17,601 | ||
| VALERIE BRISCOE | ||||||||
| DIRECTOR OF ACCOUNTING | 40.00 | 0.00 | $112,283 | $0 | $21,302 | Yes (X) | ||
| MATTHEW SWITZER | ||||||||
| SR. MGR, MARKETING & COMMS. | 40.00 | 0.00 | $106,003 | $0 | $25,695 | Yes (X) | ||
| ELIZABETH ICENOGLE | ||||||||
| DIRECTOR, COMPONENT RELATIONS | 40.00 | 0.00 | $106,842 | $0 | $8,861 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $879,583 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,019 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| CIMATRI HOLDCO LLC | |||||
| 400 ORONOCO STREET | ALEXANDRIA | VA | 22314 | IT SUPPORT | $830,948 |
| BRIGHTKEY INC | |||||
| 60 WEST STREET 3RD FL | ANNAPOLIS | MD | 21401 | MEMBER SERVICES SUPPORT | $590,499 |
| ACCESS MARKETING & EVENTS LLC | |||||
| 3897 BIRCHWOOD DRIVE | BOULDER | CO | 80304 | MARKETING SUPPORT | $449,225 |
| PROMETRIC INC | |||||
| 1501 S CLINTON STREET | BALTIMORE | MD | 21224 | CERTIFICATION EXAMS | $314,831 |
| TOM V SILVA DBA SILVA BRAND LLC | |||||
| 6906 N LAKEWOOD AVE 2E | CHICAGO | IL | 60626 | MARKETING SUPPORT | $256,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $435,722 | GovernmentGrantsAmt |
| All Other Contributions | $8,750 | AllOtherContributionsAmt |
| Total Contributions | $444,472 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,498,584 | $1,498,584 | |
| CONVENTION | 900099 | $1,392,561 | $1,392,561 | |
| EDUCATIONAL PROGRAMS | 900099 | $873,071 | $873,071 | |
| TECHNICAL PUBLICATIONS | 541800 | $796,968 | $415,575 | $381,393 |
| LICENSE SALES | 900099 | $284,101 | $284,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,845,285 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,362 | TotalRevenueColumnAmt |
| Exclusion | $338,362 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,847 | TotalRevenueColumnAmt |
| Exclusion | $40,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $636,350 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $623,830 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,520 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,520 | TotalRevenueColumnAmt |
| Exclusion | $12,520 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,852 | TotalRevenueColumnAmt |
| Exclusion | $2,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,852 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,684,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,463,892 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $381,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $394,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,569 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,352 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,985 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,545 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,276 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,087 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,908 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,229 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,759 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,132 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,951 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641,539 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,286 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,547 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,787 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,159 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,263 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAXES | $4,490 |
| CREDIT CARD FEES | $110,483 |
| REG. ALLOCATION PROGRAM | $106,446 |
| GENERAL PRODUCTION | $100,372 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,023 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,987,507 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,396 | BOYAmt |
| EOY | $497,826 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878 | BOYAmt |
| EOY | $514,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,213 | BOYAmt |
| EOY | $54,840 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,451 | BOYAmt |
| EOY | $92,577 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,198 | BOYAmt |
| EOY | $248,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,058,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,957,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,391 | BOYAmt |
| EOY | $101,230 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,351,131 | BOYAmt |
| EOY | $9,539,686 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,972 | BOYAmt |
| EOY | $376,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,756,630 | BOYAmt |
| EOY | $11,426,197 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,413 | BOYAmt |
| EOY | $990,345 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,139 | BOYAmt |
| EOY | $1,643,520 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,722 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,005 | BOYAmt |
| EOY | $305,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914,279 | BOYAmt |
| EOY | $2,939,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,842,351 | BOYAmt |
| EOY | $8,486,553 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,842,351 | BOYAmt |
| EOY | $8,486,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,756,630 | BOYAmt |
| EOY | $11,426,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,303,169 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,965,076 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,087,553 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,151 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,103 | AdministrativeExpensesAmt |
| End Year Balance | $79,338 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,761 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,831 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $101,592 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,900 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,861 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $80,761 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,090 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,810 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $78,900 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,777 | BeginningYearBalanceAmt |
| Contributions | $7,285 | ContributionsAmt |
| Investment Earnings Or Losses | $1,028 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $75,090 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.78070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,119 | DepreciationAmt |
| Book Value | $50,697 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $400,273 | DepreciationAmt |
| Book Value | $50,533 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,456,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,456,157 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101,230 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUES COLLECTED FROM LOCAL CHAPTERS | $133,848 |
| DEFERRED RENT | $25,163 |
| DUE TO FOUNDATION | $146,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $305,779 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,682,441 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,965,076 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,408 | OtherRevenueAmt |
| Revenue Not Reported | -$1,954,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,637,109 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,229 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,229 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,684,338 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,071,752 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $131,474 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $131,474 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,940,278 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,229 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,229 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,987,507 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EUSTIS COLLEGE OF FELLOWS FUND WAS ESTABLISHED IN 2006 THROUGH THE GENEROUS DONATION OF FORMER CSI PRESIDENT RICHARD A. EUSTIS, PE, FCSI, CCCA, CSC. EARNINGS FROM THE FUND ARE USED TO PROVIDE ANNUAL FINANCIAL RESOURCES TO THE CSI COLLEGE OF FELLOWS. |
| PART X, LINE 2: | FOR THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM CSIF, A RELATED ORGANIZATION, INCLUDED ON THE CONSOLIDATED FINANCIAL STATEMENTS, EXCLUDED FROM 990 REPORTING 10,408. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM CSIF, A RELATED ORGANIZATION, INCLUDED ON THE CONSOLIDATED FINANCIAL STATEMENTS, EXCLUDED FROM 990 REPORTING 131,474. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK DORSEY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $282,898 | $0 | $54,016 | $0 | $0 | $0 | $34,050 | $0 | $5,510 | $0 | $376,474 | $0 | $0 | $0 |
| VELMA HART | ||||||||||||||
| CHIEF OPERATING OFFICER | $198,841 | $0 | $18,700 | $0 | $0 | $0 | $17,601 | $0 | $0 | $0 | $235,142 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | FOUNDED IN 1948, CSI IS A NATIONAL ASSOCIATION OF MORE THAN 7,000 EXPERTS IN BUILDING CONSTRUCTION AND THE MATERIALS USED THEREIN. WE ARE DEDICATED TO IMPROVING THE COMMUNICATION OF CONSTRUCTION INFORMATION THROUGH: - A DIVERSIFIED MEMBERSHIP BASE OF ALLIED PROFESSIONALS INVOLVED IN THE CREATION AND MANAGEMENT OF THE BUILT ENVIRONMENT. - CONTINUOUS DEVELOPMENT AND TRANSFORMATION OF STANDARDS AND FORMATS. - EDUCATION AND CERTIFICATION OF PROFESSIONALS TO IMPROVE PROJECT DELIVERY PROCESSES. - CREATION OF PRACTICE TOOLS TO ASSIST USERS THROUGHOUT THE FACILITY LIFECYCLE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE INSTITUTE HAS SEVERAL CLASSES OF MEMBERSHIP FOR INDIVIDUALS, COMPRISED OF PROFESSIONAL, EMERGING PROFESSIONAL, STUDENT, RETIRED, EMERITUS, DISTINGUISHED/HONORARY, AND LIFETIME. FIRMS OR CORPORATIONS ARE NOT ELIGIBLE FOR MEMBERSHIP. (A) PROFESSIONAL MEMBERSHIP IS AVAILABLE TO TECHNICALLY EXPERIENCED INDIVIDUALS WHOSE PRIMARY FUNCTION IS (I) TO AUTHOR, MANAGE, OR COMMUNICATE BUILDING INFORMATION, (II) TO CREATE, INTERPRET, OR USE CONSTRUCTION DOCUMENTS, OR (III) TO EDUCATE, SUPPORT, OR ASSIST THE CONSTRUCTION INDUSTRY. PROFESSIONAL MEMBERS ARE ELIGIBLE TO VOTE AND TO HOLD ANY OFFICE IN THE INSTITUTE. (B) EMERGING PROFESSIONAL MEMBERSHIP IS AVAILABLE TO INDIVIDUALS WHO ARE PROSPECTIVE PROFESSIONAL MEMBERS, BUT WHO DO NOT CURRENTLY MEET THE TECHNICAL REQUIREMENTS FOR FULL PROFESSIONAL MEMBERSHIP. EMERGING PROFESSIONAL MEMBERS MAY PETITION FOR PROFESSIONAL MEMBERSHIP AT ANY TIME, HOWEVER, EMERGING PROFESSIONAL STATUS WILL BE UPGRADED TO PROFESSIONAL STATUS AT THE END OF THE THIRD YEAR AFTER ELECTION AS AN EMERGING PROFESSIONAL MEMBER. EMERGING PROFESSIONAL MEMBERS ARE NOT ELIGIBLE TO VOTE IN INSTITUTE ELECTIONS OR TO HOLD ELECTIVE OFFICE IN THE INSTITUTE. (C) STUDENT MEMBERSHIP IS AVAILABLE TO FULL TIME STUDENTS ENROLLED IN AN UNDERGRADUATE OR GRADUATE PROGRAM IN A CONSTRUCTION INDUSTRY CURRICULUM IN AN EDUCATIONAL INSTITUTION. STUDENT MEMBERS ARE NOT ELIGIBLE TO VOTE OR TO HOLD ELECTIVE OFFICE IN THE INSTITUTE. (D) RETIRED MEMBER STATUS CAN BE GRANTED BY THE INSTITUTE TO INDIVIDUALS WHO ARE NO LONGER ENGAGED IN INCOME PRODUCING ACTIVITIES, HAVE REACHED THE AGE OF SIXTY-FIVE YEARS, WHO HAVE BEEN PROFESSIONAL MEMBERS IN GOOD STANDING IN THE INSTITUTE FOR THE PAST CONSECUTIVE FIVE YEARS, AND WHO HAVE BEEN RECOMMENDED FOR SUCH CHANGE IN STATUS BY THEIR CHAPTERS, OR IF UNAFFILIATED WITH A CHAPTER, BY DOCUMENTED APPLICATION TO THE SECRETARY OF THE INSTITUTE. RETIRED MEMBERS MAINTAIN THEIR ELIGIBILITY TO VOTE AND TO HOLD ANY OFFICE IN THE INSTITUTE. (E) EMERITUS STATUS CAN BE GRANTED BY THE INSTITUTE TO INDIVIDUALS WHO HAVE BEEN PROFESSIONAL MEMBERS IN GOOD STANDING IN THE INSTITUTE FOR THE PAST CONSECUTIVE FIFTEEN YEARS, WHO HAVE REACHED THE AGE OF SEVENTY YEARS, AND WHO HAVE BEEN RECOMMENDED FOR SUCH CHANGE IN STATUS BY THEIR CHAPTERS, OR IF UNAFFILIATED WITH A CHAPTER, BY DOCUMENTED APPLICATION TO THE SECRETARY OF THE INSTITUTE. MEMBERS EMERITUS MAINTAIN THEIR ELIGIBILITY TO VOTE AND TO HOLD ANY OFFICE IN THE INSTITUTE. (F) LIFETIME MEMBERSHIP IS BESTOWED TO FORMER PRESIDENTS AND BOARD CHAIRS OF THE INSTITUTE, WHO WILL AUTOMATICALLY BECOME QUALIFIED UPON COMPLETION OF THEIR TERM OF OFFICE AS PRESIDENT OR BOARD CHAIR. LIFETIME MEMBERS MAINTAIN THEIR ELIGIBILITY TO VOTE AND TO HOLD ANY OFFICE IN THE INSTITUTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE INSTITUTE'S BOARD OF DIRECTORS CONSISTS OF ITS OFFICERS, ONE MEMBER FROM EACH GEOGRAPHICAL REGION, AND TWO DIRECTORS-AT-LARGE, ALL OF WHOM ARE ELECTED TO THE BOARD VIA THE NOMINATION PROCESS. THE INSTITUTE HAS ESTABLISHED A NOMINATING COMMITTEE WHICH CONSISTS OF SEVEN MEMBERS, ONE FROM EACH OF FIVE REGIONS ON A ROTATING BASIS AMONG ALL THE REGIONS, AND TWO APPOINTED BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE INSTITUTE HOLDS AN ANNUAL MEMBERSHIP MEETING FOR THE TRANSACTION OF ITS BUSINESS. ONE HUNDRED VOTING MEMBERS IN GOOD STANDING, WHO REPRESENT AT LEAST FORTY CHAPTERS OF THE INSTITUTE, CONSTITUTE A QUORUM. IN ADDITION, SPECIAL MEMBERSHIP MEETINGS MAY BE CALLED WHENEVER THE BOARD OF DIRECTORS DEEMS IT NECESSARY, OR UPON THE WRITTEN REQUEST OF THE PRESIDENTS OF ANY FORTY CHAPTERS. PROPOSALS FOR AMENDMENTS TO THE INSTITUTE'S BYLAWS MAY BE MADE BY THE BOARD OR SUBMITTED TO THE BOARD IN A PETITION, ACCOMPANIED WITH DETAILED JUSTIFICATION FOR THE PROPOSED CHANGES, AND SIGNED BY NOT LESS THAN ONE PERCENT OF THE MEMBERS OF THE INSTITUTE WHO ARE MEMBERS FROM NOT LESS THAN TWENTY PERCENT OF THE CHAPTERS OF THE INSTITUTE. SUCH PERCENTAGES ARE BASED ON THE TOTAL NUMBER OF MEMBERS AND CHAPTERS AS OF THE DATE THE PETITION IS RECEIVED BY THE CEO OF THE INSTITUTE. PROPOSED AMENDMENTS INITIATED BY THE PETITION INCLUDES THE PROPONENTS' RATIONALE AND THE BOARD'S RECOMMENDATION. A TWO-THIRDS AFFIRMATIVE VOTE OF THE VALID BALLOTS RETURNED IS REQUIRED, AND RECEIVED IN THE INSTITUTE OFFICE FOUR WEEKS AFTER THE BALLOT HAS BEEN SENT TO AMEND THESE BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INSTITUTE'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ACCOUNTING DIRECTOR, COO & CEO. THE FORM 990 IS AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BEFORE BEING SEATED, AND AT THE BEGINNING OF EACH FISCAL YEAR, ALL BOARD MEMBERS MUST SIGN THE CSI BOARD LETTER OF COMMITMENT AFFIRMING AND AGREEING TO ABIDE BY ALL THE TERMS AND CONDITIONS OF THE BOARD GOVERNING POLICIES AS WELL AS THE CSI BOARD MEMBERS' CODE OF CONDUCT, BOARD MEMBERS' INDIVIDUAL RESPONSIBILITIES, THIS LETTER OF COMMITMENT, THE CSI ARTICLES OF INCORPORATION, BYLAWS, AND BOARD RESOLUTIONS. THESE POLICES SPECIFICALLY ADDRESS CONFLICT OF INTEREST, SELF-DEALING, CONFIDENTIALITY, ANTITRUST, AND MORE. EMPLOYEES AGREE TO THESE POLICIES UPON THEIR DATE OF HIRE AND SIGNIFY THEIR AGREEMENT BY SIGNING A DOCUMENT THAT ACKNOWLEDGES RECEIPT OF THE EMPLOYEE HANDBOOK IN WHICH THESE POLICIES ARE COMMUNICATED. EMPLOYEES MUST SIGN ANY SUBSEQUENT AGREEMENTS AS POLICIES ARE CHANGED AND AS THE HANDBOOK IS UPDATED. BOARD MEMBERS MUST AVOID ANY CONFLICT OF INTEREST WITH RESPECT TO THEIR FIDUCIARY RESPONSIBILITY. WHEN THE BOARD IS TO DECIDE AN ISSUE ABOUT WHICH A MEMBER HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THAT MEMBER DISCLOSES THE CONFLICT TO THE BOARD AND RECUSES HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION. IN CASE OF A DISPUTE REGARDING THE EXISTENCE OF A REAL OR PERCEIVED CONFLICT OF INTEREST, THE BOARD VOTES AS TO WHETHER A CONFLICT IS PRESENT, AND THE VOTE OF THE BOARD IS FINAL. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT OF INTEREST DOES NOT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD UTILIZES AN EVALUATION AND COMPENSATION COMMITTEE TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR/CEO. THE COMMITTEE LOOKS AT COMPENSATION SURVEYS AND STUDIES, AND COMPARABLE INFORMATION FOR SIMILAR ASSOCIATIONS. THE EXECUTIVE DIRECTOR/CEO HAS A WRITTEN EMPLOYMENT CONTRACT. THE EXECUTIVE DIRECTOR/CEO'S COMPENSATION ALSO REQUIRES BOARD APPROVAL. THE LAST COMPENSATION REVIEW TOOK PLACE MAY 2022. ALL OTHER STAFF COMPENSATION IS APPROVED BY THE BOARD INDIRECTLY VIA THE ANNUAL BUDGET PROCESS, IN WHICH THE COMPENSATION IS PRESENTED TO THE BOARD IN A LUMP-SUM AS PART OF THE TOTAL BUDGETED OPERATING EXPENSES. THE BOARD DOES NOT EVALUATE OR APPROVE ANY INDIVIDUAL STAFF COMPENSATION EXCEPT FOR THE EXECUTIVE DIRECTOR/CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE POSTS ITS BYLAWS AND VARIOUS POLICIES, INCLUDING ITS CONFLICT OF INTEREST POLICY, ON ITS WEBSITE (WWW.CSIRESOURCES.ORG). THE INSTITUTE MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES 646,406. COMMISSIONS 180,000. MEMBER SERVICES 147,267. TESTING SERVICES 155,793. HR SERVICES 45,793. ORGANIZATIONAL CONSULTANT 105,000. DEI CONSULTANT 89,500. |
| FORM 990, PART XI, LINE 8: | A PRIOR PERIOD ADJUSMENT OF $(1,087,553) HAS BEEN REPORTED TO INCLUDE THE NET ASSETS OF THE DISREGARDED ENTITY, CIN, WHICH WERE EXCLUDED ON THE PRIOR YEAR FORM 990. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTRUCTION INFORMATION NETWORK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N PITT STREET SUITE 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850855252 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $284,101 | TotalIncomeAmt |
| End Of Year Assets | $282,789 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSI | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTUCTION SPECIFICATIONS INSTITUTE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N PITT STREET SUITE 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753090752 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CONSTUCTION SPECIFICATIONS INSTITUTE FOUNDATION | ||
| K | $0 | ACTUAL COST |
| CONSTUCTION SPECIFICATIONS INSTITUTE FOUNDATION | ||
| L | $3,000 | ACTUAL COST |
| CONSTUCTION SPECIFICATIONS INSTITUTE FOUNDATION | ||
| N | $0 | ACTUAL COST |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART I: | PROVIDE DIGITAL ACCESS TO CONSTRUCTION INDUSTRY STANDARDS, PROVIDE DATA-AS-A-SERVICE TO SUBSCRIBERS, AND TO IMPLEMENT SOLUTIONS FOR THE AECO INDUSTRY UTILIZING APIS, MACHINE LEARNING, BLOCKCHAIN, AND THE INTERNET OF THINGS. |
| SCHEDULE R, PART II: | CONDUCT RESEARCH AND TO PROVIDE EDUCATION IN THE AREA OF PROCESS IMPROVEMENT OF THE LIFECYCLE OF THE BUILDING ENVIRONMENT. |