2023-11-09T10:43:08-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 340066490 METALS SERVICE CENTER INSTITUTE META 8474853000 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 M ROBERT WEIDNER III PRESIDENT & CEO 8474853000 2023-11-04 1 M ROBERT WEIDNER III 999009999 0 MELISSA STRUCK P01310867 6305738600 2023-11-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z M ROBERT WEIDNER III 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 20913027 0 X WWW.MSCI.ORG X 1909 IL TO ENHANCE THE EFFICIENCY AND PRODUCTIVITY OF MEMBER COMPANIES THROUGH NATIONAL CONFERENCES AND LOCAL MEETINGS; BY PROVIDING INDUSTRY DATA ON SHIPMENTS, AND FINANCIAL OPERATING BENCHMARKS AND EMPLOYEE SALARY DATA. 17 17 11 0 23013 0 301055 0 6070914 10217538 941989 355487 47367 67957 7361325 10640982 311000 304000 0 0 2678163 2969715 0 0 0 3845622 5995853 6834785 9269568 526540 1371414 26582300 26253662 7022926 7424741 19559374 18828921 X THE PURPOSE OF THE INSTITUTE SHALL BE ENHANCING THE EFFICIENCY AND PRODUCTIVITY OF MEMBER COMPANIES BY PROVIDING INFORMATION, EDUCATION, GOVERNMENTAL REPRESENTATION, NETWORKING OPPORTUNITIES AND A FORUM TO ENHANCE THE QUALITY OF PRODUCTS AND SERVICES IN MEETING THEIR CUSTOMERS', SUPPLIERS AND EMPLOYEES' EXPECTATIONS. 0 0 ANNUAL MEETING AND ECONOMIC SUMMIT - THESE TWO MEETINGS ARE THE ASSOCIATION'S PREMIER CONFERENCES. SPEAKERS ARE ENGAGED TO DISCUSS HIGH LEVEL BUSINESS TOPICS FROM THE STATE OF THE ECONOMY TO POLITICAL ANALYSIS TO EMERGING BUSINESS ISSUES. THE GOAL IS TO HAVE MEMBERS EXPOSED TO TOP THEORISTS AND PRACTITIONERS SO THEY WILL BE BETTER INFORMED TO ADDRESS THE ISSUES THEY WILL FACE IN THEIR BUSINESSES IN THE NEXT TWELVE MONTHS AS WELL AS IN THE COMING YEARS. PRODUCT SPECIFIC CONFERENCES - THESE MEETINGS PROVIDE ECONOMIC AND POLITICAL ANALYSIS FOR MID-LEVEL EXECUTIVES. AGAIN THE GOAL IS TO PROVIDE INSIGHTFUL BUSINESS INFORMATION SO MEMBERS CAN RUN THEIR BUSINESSES MORE EFFECTIVELY. INDUSTRY RESEARCH AND DATA - MSCI IS THE ONLY SOURCE OF INDUSTRY DATA ON : SHIPMENTS, FINANCIAL OPERATING BENCHMARKS, SALARY AND BENEFITS, AND BUSINESS CONFIDENCE SURVEYS. THESE ARE INVALUABLE MANAGEMENT TOOLS THAT ARE HIGHLY VALUED BY MEMBERS AND THE INVESTMENT COMMUNITY. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 31 0 11 1 1 1 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X M ROBERT WEIDNER III 8474853000 4201 EUCLID AVE ROLLING MEADOWS IL 600082025 RICHARD T MARABITO CHAIR PERSON 3.00 1.00 X X 0 0 0 JAMES D HOFFMAN VICE CHAIR 3.00 1.00 X X 0 0 0 JOHN G REID VICE CHAIR 3.00 1.00 X X 0 0 0 COLLEEN A PHILLIP TREASURER, BOARD OF DIRECTORS 3.00 1.00 X X 0 0 0 R MARK MCCAREINS SECRETARY 3.00 1.00 X X 264000 0 0 BRIAN BEDONT DIRECTOR AT LARGE 1.00 X 0 0 0 NOEL E BRISCOE DIRECTOR AT LARGE 1.00 X 0 0 0 JAMES CLAUSSEN DIRECTOR AT LARGE 1.00 X 0 0 0 JOHN GANEM DIRECTOR AT LARGE 1.00 X 0 0 0 ALAN H GOLDIN DIRECTOR AT LARGE 1.00 X 0 0 0 KEITH A HARVEY DIRECTOR AT LARGE 1.00 X 0 0 0 BRIAN HICKEY DIRECTOR AT LARGE 1.00 X 0 0 0 TED LERMAN DIRECTOR AT LARGE 1.00 X 0 0 0 KARLA R LEWIS DIRECTOR AT LARGE 1.00 X 0 0 0 WILLIAM J RING DIRECTOR AT LARGE 1.00 X 0 0 0 DAVID K SCHMIDT DIRECTOR AT LARGE 1.00 X 0 0 0 BARBARA R SMITH DIRECTOR AT LARGE 1.00 X 0 0 0 THERESA E WAGLER DIRECTOR AT LARGE 1.00 X 0 0 0 M ROBERT WEIDNER III CAE PRESIDENT & CEO 50.00 1.00 X X 606216 0 107064 ROSE MANFREDINI VP MEMBERSHIP AND EVENTS 50.00 X 188007 0 33680 KATHY SPELLMAN VP, ACCOUNT MANAGEMENT, FERROUS & AFFILIATES 50.00 X 193898 0 50753 JUSTIN SCOTT VP INNOVATION & ANALYTICS 50.00 X 216000 0 53913 MONIQUE COMBS VP, KNOWLEDGE & LEARNING 50.00 X 157712 0 56271 RYAN HIETPAS EXEC DIRECTOR, DIGITALIZATION & TECHNOLOGY 50.00 X 130739 0 27745 JANET O'CALLAGHAN SENIOR STAFF ACCOUNTANT / OFFICE MANAGER 50.00 X 100081 0 41061 BRIANA DEE SENIOR MANAGER, INTEGRATED MARKETING & MEMBER EXPE 50.00 X 100009 0 50248 1956662 0 420735 9 0 1 0 R MARK MCCAREINS 3026 PAYNE STEET EVANSTON IL 60201 LEGAL SERVICES 264000 K&P VIDEO DBA VITAL SHOW SOLUTIONS 4132 A BILLY MITCHELL DR ADDISON TX 75001 AUDIO VISUAL SERVICES 164690 DOWELL GROUP LLP 675 N NORTH CT SUITE 450 PALATINE IL 60067 ACCOUNTING 161639 GROUNDWORK COMMUNICATIONS LLC 9502 LINDALE DRIVE BETHESDA MD 20817 EDGE, COMMUNICATIONS, WRITING, ETC 131000 HIGHER LOGIC LLC LOCATION 111 PO BOX 645579 PITTSBURGH PA 15264 E-MAIL MARKETING SYSTEM, COMMUNITY PORTA 100113 5 MEMBERSHIP DUES 900099 5328093 5328093 MEETINGS & CONFERENCES 561499 2410871 2410871 SEMINARS & TRAINING 611430 2321491 2321491 INDUSTRY INFORMATION SALES TO MEM 561499 157083 157083 10217538 564318 564318 10063214 10272045 -208831 -208831 23013 -231844 MISCELLANEOUS 561499 67957 67957 67957 10640982 10285495 23013 332474 X 255000 49000 1179618 264000 1004473 167912 244451 109261 34676 199408 17084 166660 1729912 4085 161234 537027 168605 232327 2030834 127113 109172 MEMBER RECRUITMENT AND 280575 CREDIT CARD FEES 115178 DUES 60219 INVESTMENT UNRELATED BU 3931 17813 9269568 3220990 2558066 211719 211761 2886535 2850658 114024 342164 1793789 1558038 304717 235751 15432982 15100393 2338473 3254093 2072860 1700776 26582300 26253662 989103 1024544 3985963 4724421 2047860 1675776 7022926 7424741 X 19559374 18828921 19559374 18828921 26582300 26253662 1371414 -2101867 0 X X 0 1 X 1 0 0 0 0 5328093 17084 17084 53281 -36197 93750 93750 939601 841537 98064 358450 320370 38080 401988 396131 5857 235751 MANAGED ALTERNATIVE INVESTMENTS 3254093 F 3254093 INVESTMENTS HELD FOR RETIREMENT PLANS 1675776 INVESTMENT IN AFFILIATE 25000 1700776 RETIREMENT PLAN LIABILITIES 1675776 1675776 X PART X, LINE 2: THE INSTITUTE HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES SCHOLARSHIPS 49000 0 1 0 0 0 1 49000 0 49000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 10000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 9000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 10000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 10000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 10000 CHECK 0 0 5 0 0 0 0 0 0 PART I, LINE 2: EACH LOCAL CHAPTER, WHICH ARE SEPARATELY INCORPORATED ENTITIES, HAS A CHAPTER SCHOLARSHIP COMMITTEE. THESE COMMITTEES DECIDE WHO IS ELIGIBLE AND IS SELECTED AS A SCHOLARSHIP RECIPIENT, WHO MAINTAINS THAT ELIGIBILITY, AND THE AMOUNT AND TERM OF EACH SCHOLARSHIP. THE NATIONAL MSCI DISTRIBUTES A SCHOLARSHIP POLICY THAT THE LOCAL CHAPTERS ARE REQUESTED TO FOLLOW. PART III ACCOUNTING METHOD: 1 ARIZONA CHAPTER MSCI 2465 W HOUSTON AVE APACHE JUNCTION AZ 85120 264251091 501(C)(6) 10000 0 SCHOLARSHIPS CENTRAL NEW YORK CHAPTER MSCI 105 VANGUARD PKWY ROCHESTER NY 14606 161546237 501(C)(6) 10000 0 SCHOLARSHIPS CENTRAL STATES CHAPTER MSCI 6755 WATERWAY DR PORTAGE IN 46368 363712619 501(C)(6) 10000 0 SCHOLARSHIPS CINCINNATI CHAPTER MSCI 2779 COLONY POINTE ASHLAND KY 41102 300442667 501(C)(6) 10000 0 SCHOLARSHIPS FLORIDA CHAPTER MSCI 4221 W BOY SCOUT BLVD 600 TAMPA FL 33607 200333704 501(C)(3) 10000 0 SCHOLARSHIPS GULF REGION CHAPTER MSCI 13850 POE RD EXT E CHUNCHULA AL 36521 275487774 501(C)(6) 9000 0 SCHOLARSHIPS INDIANA CHAPTER MSCI 4309 HEYWARD PLACE INDIANAPOLIS IN 46520 352009791 501(C)(6) 10000 0 SCHOLARSHIPS INLAND NORTHWEST CHAPTER MSCI PO BOX 4219 SPOKANE WA 99202 731663991 501(C)(6) 6000 0 SCHOLARSHIPS INTERMOUNTAIN CHAPTER MSCI 275 N 570 E TREMONTON UT 84337 263881455 501(C)(6) 10000 0 SCHOLARSHIPS MICHIGAN CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 382217970 501(C)(6) 10000 0 SCHOLARSHIPS MID-AMERICA CHAPTER MSCI 3900 COMOTARA ST WICHITA KS 67226 431790369 501(C)(6) 10000 0 SCHOLARSHIPS MID-SOUTH CHAPTER MSCI 4005 CO RD 35 HANCEVILLE AL 35077 113690773 501(C)(6) 10000 0 SCHOLARSHIPS NEW ENGLAND CHAPTER MSCI PO BOX 1810 SPRINGFIELD MA 01101 205485693 501(C)(6) 10000 0 SCHOLARSHIPS NEW YORK CHAPTER MSCI 603 MURRAY RD EAST HANOVER NJ 07936 113222956 501(C)(6) 10000 0 SCHOLARSHIPS NORTHERN CALIFORNIA CHAPTER MSCI 936 PERFORMANCE DR STOCTON CA 95206 943085209 501(C)(6) 10000 0 SCHOLARSHIPS NORTHERN OHIO CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 341601164 501(C)(6) 10000 0 SCHOLARSHIPS NORTHWEST CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 208994646 501(C)(6) 10000 0 SCHOLARSHIPS PHILADELPHIA CHAPTER MSCI 2 SUMMIT DR SOUTH HAMPTON NJ 08088 232174257 501(C)(6) 10000 0 SCHOLARSHIPS PITTSBURG CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 900388984 501(C)(6) 10000 0 SCHOLARSHIPS ROCKY MOUNTAIN CHAPTER MSCI 7956 S POTOMAC ST CENTENNIAL CO 80112 271484950 501(C)(6) 10000 0 SCHOLARSHIPS SOUTH ATLANTIC CHAPTER MSCI PO BOX 909 TROUTMAN SC 28166 331053053 501(C)(6) 10000 0 SCHOLARSHIPS SOUTHERN CALIFORNIA CHAPTER MSCI 2293 KEMPER AVE CLAREMONT CA 91711 412248661 501(C)(6) 10000 0 SCHOLARSHIPS ST LOUIS CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 454578230 501(C)(6) 10000 0 SCHOLARSHIPS TEXAS CHAPTER MSCI 23 LONG SPRINGS PLACE THE WOODLANDS TX 77382 760265183 501(C)(6) 10000 0 SCHOLARSHIPS WASHINGTON CHAPTER MSCI PO BOX 88261 TUKWILA WA 98138 911853060 501(C)(6) 10000 0 SCHOLARSHIPS WISCONSIN CHAPTER MSCI PO BOX 757 GERMANTOWN WI 53022 391927421 501(C)(6) 10000 0 SCHOLARSHIPS 1 25 PART I, LINE 2: EACH LOCAL CHAPTER, WHICH ARE SEPARATELY INCORPORATED ENTITIES IN THE UNITED STATES, HAS A CHAPTER SCHOLARSHIP COMMITTEE. THESE COMMITTEES DECIDE WHO IS ELIGIBLE AND IS SELECTED AS A SCHOLARSHIP RECIPIENT, WHO MAINTAINS THAT ELIGIBILITY, AND THE AMOUNT AND TERM OF EACH SCHOLARSHIP. THE NATIONAL MSCI DISTRIBUTES A SCHOLARSHIP POLICY THAT THE LOCAL CHAPTERS ARE REQUESTED TO FOLLOW. TWO CHAPTERS HAVE SEPARATELY INCORPORATED 501(C)(3) SCHOLARSHIP FUNDS. THEY HAVE SCHOLARSHIP COMMITTEES AND OPERATE UNDER THE SAME SCHOLARSHIP POLICIES. X X X 1 1 X X X X X X 0 1 0 M ROBERT WEIDNER III CAE PRESIDENT & CEO 438984 0 167232 0 0 0 30500 0 76564 0 713280 0 0 0 JUSTIN SCOTT VP INNOVATION & ANALYTICS 206000 0 10000 0 0 0 17167 0 36746 0 269913 0 0 0 R MARK MCCAREINS SECRETARY 0 0 0 0 264000 0 0 0 0 0 264000 0 0 0 KATHY SPELLMAN VP, ACCOUNT MANAGEMENT, FERROUS & AF 169250 0 24648 0 0 0 19390 0 31363 0 244651 0 0 0 ROSE MANFREDINI VP MEMBERSHIP AND EVENTS 164108 0 23899 0 0 0 18801 0 14879 0 221687 0 0 0 MONIQUE COMBS VP, KNOWLEDGE & LEARNING 143755 0 13957 0 0 0 15771 0 40500 0 213983 0 0 0 RYAN HIETPAS EXEC DIRECTOR, DIGITALIZATION & TECH 120682 0 10057 0 0 0 13074 0 14671 0 158484 0 0 0 BRIANA DEE SENIOR MANAGER, INTEGRATED MARKETING 83018 0 4030 0 12961 0 10001 0 40247 0 150257 0 0 0 PART I, LINE 4B M. ROBERT WEIDNER, III, CAE - PARTICIPATES IN A 457(F) RETIREMENT PLAN. FORM 990, PART VI, SECTION A, LINE 2 KARLA LEWIS AND JAMES HOFFMAN HAVE A BUSINESS RELATIONSHIP THROUGH RELIANCE STEEL AND ALUMINUM. M. ROBERT WEIDNER III AND R. MARK MCCAREINS HAVE A BUSINESS RELATIONSHIP THROUGH METALS SERVICE CENTER INSTITUTE. 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 INSTITUTE. 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 11B AFTER MANAGEMENT APPROVAL THE FORM 990 IS REVIEWED AND APPROVED BY THE BUDGET AND AUDIT COMMITTEE, A COMMITTEE OF THE BOARD OF DIRECTORS. THE FORM 990 IS ALSO PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND KEY STAFF PERSON ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE COMPLETED FORMS FOR ALL DIRECTORS AND STAFF MEMBERS ARE KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD, THE COMPENSATION COMMITTEE, MEETS AT LEAST ANNUALLY. THE COMMITTEE REVIEWS MULTIPLE INDEPENDENT SALARY SURVEYS AND USES THAT INFORMATION TO SET THE COMPENSATION FOR THE CHIEF STAFF OFFICER. USING THE SAME INFORMATION, THE COMMITTEE REVIEWS AND APPROVES THE RECOMMENDATIONS OF THE CHIEF STAFF OFFICER FOR THE COMPENSATION OF ALL OTHER STAFF MEMBERS. THE SIGNED APPROVAL ON THE RECOMMENDATIONS IS THEN USED AS BACK UP FOR ALL SALARY CHANGES AND BONUSES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE VIA GUIDESTAR AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS FOR COMMUNICATIONS AND NEWSLETTERS 141,738. CONSULTANTS FOR RESEARCH AND DATA PRODUCTS 453,011. CONSULTANTS FOR CONFERENCES 14,508. OUTSIDE SERVICES/SPEAKERS - EDUCATIONAL PROGRAMS 1,089,239. OUTSIDE SERVICES - SCHOLARSHIP SUPPORT 21,484. OUTSIDE SERVICES/SPEAKERS - BOARD MEETINGS 9,932. FORM 990, PART XII, LINE 2C THE BUDGET AND AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. METALS SERVICE CENTER INST FOUNDATION 4201 EUCLID AVE ROLLING MEADOWS IL 60008 341270863 TO PROVIDE SCHOLARSHIP FUNDING TO CHAPTER SCHOLARSHIP PROGRAM IL 501(C)(3) LINE 12A, I METALS SERVICE CENTER INSTITUTE 0 METAL'S PUBLICATIONS AND DATA SERVICES INC 4201 WEST EUCLID AVENUE ROLLING MEADOWS IL 60008 205960534 PUBLICATIONS AND INFORMATION SERVICES IL METALS SERVICE CENTER INSTITUTE C -779 1004 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 METALS PUBLICATIONS AND DATA SERVICES INC D 2773363 CASH LOANED