2022-05-16T12:37:54-05:00 2021-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-07-01 530242938 The Construction Specifications Institute Incorporated CONS 8006892900 123 N Pitt Street No 450 Alexandria VA 223143133 Mark Dorsey Chief Executive Officer 8006892900 2022-05-15 1 Mark Dorsey XXX-XX-XXXX Hemali Kane EA P01337292 7038930300 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Mark Dorsey 123 N Pitt Street No 450 Alexandria VA 223143133 14848406 0 X www.csinet.org & www.csiresources.org X 1948 MD To advance building info mgmt & education of project teams to improve facility performance. 15 15 23 300 350487 70273 2021 0 3925244 3550360 160942 9128618 137497 110801 4225704 12789779 255000 0 0 0 2120198 2558310 0 0 0 4258889 3576396 6634087 6134706 -2408383 6655073 7065992 16756630 1808327 2914279 5257665 13842351 X The mission of CSI is to advance building information management and education of project teams to improve facility performance. 0 0 Technical programs: Standards and formats provided to persons engaged in any phase of writing, preparing, compiling, or utilizing specifications in the industry. 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). Construction Specifier: Publication that provides technical information and topical issues to the membership, persons in the industry, and the general public as a whole. Convention: Provides accredited education, unparalleled networking, and a full exhibit hall floor with the latest products, services, and solutions. 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 3 0 1 23 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X Mark Dorsey CEO 7037064781 123 N Pitt Street No 450 Alexandria VA 223143133 Marvin Kemp FCSI CDT Board Chair 1.00 X X 0 0 0 Arthur Feathestonhaugh IV CSI CDT Chair-elect 1.00 X X 0 0 0 William Hayward CSI CCCA Treasurer 1.00 X X 0 0 0 Jori Smith CSI CDT Secretary 1.00 X X 0 0 0 Wade Bevier FCSI Director-at-Large 1.00 X 0 0 0 Jonnie Cox FCSI Director-at-large 1.00 X 0 0 0 TJ Gottwalt FCSI CCPR Dir from the Southeast Region 1.00 X 0 0 0 Lynsey Hankins CSI Dir from the South Central Region 1.00 X 0 0 0 Thomas Lanzelotti CSI Dir from the Northeast Region 1.00 X 0 0 0 Jack Morgan FCSI CCS CCCA Dir from the Great Lakes Region 1.00 X 0 0 0 Stephen Nash FCSI Dir from the West Region 1.00 X 0 0 0 Ellen Onstad CSI CDT Dir from the Northwest Region 1.00 X 0 0 0 Lee Ann Slattery FCSI CDT CCPR Dir from the Middle Atlantic Region 1.00 X 0 0 0 William Sundquist FCSI Dir from the Gulf States Region 1.00 X 0 0 0 Mike Young FCSI CCCA Dir from the Southwest Region 1.00 X 0 0 0 Andrea Zawodny CSI CCS Dir from the North Central Region 1.00 X 0 0 0 Mark Dorsey CAE FASAE Chief Executive Officer 40.00 1.00 X 294043 0 33784 Velma Hart CAE FASAE Chief Operating Officer 40.00 2.00 X 225482 0 9636 Gregory Ceton Director of Strategic Initiaves & Sp Projects 40.00 X 130693 0 5090 Matthew Switzer Sr Mgr, Mktg & Commn 40.00 X 120931 0 5278 Valerie Briscoe Director of Accounting 40.00 X 111560 0 5212 Elizabeth Icenogle Director Component Relations 40.00 X 108571 0 4761 991280 0 63761 6 0 1 0 Silva Brand LLC 6906 N Lakewood Ave2E Chicago IL 60626 Marketing 283929 DevIQ Inc 2955 Inca Sr 1A Denver CO 80220 Marketing 246039 Access Marketing 3897 Birchwood Dr Boulder CO 80304 Marketing 150000 Higher Logic 1919 N Lynn St500 Arlington VA 22209 Hosting 126366 The Jorgensen Law Firm PLLC 2101 L StNW 800 Washington DC 20037 Legal Serevices 114344 5 Membership dues 900099 1540485 1540485 Convention 900099 699744 699744 Technical publications 541800 688059 337572 350487 Educational programs 900099 622072 622072 3550360 236024 236024 49952 49952 10951221 2058627 8892594 8892594 8892594 Other income 900099 32072 32072 Advertising 541800 25777 25777 Management fee 900099 3000 3000 60849 12789779 3225650 350487 9213642 X 596905 1474935 114734 202075 169661 110573 19402 49503 936900 643192 268733 769924 133053 195072 190471 106238 60516 39470 UBI taxes 25976 Dues and subscriptions 23761 General production 2178 Sales and use taxes 1017 417 6134706 769611 1986396 963 878 252695 386213 13302 126451 297355 264198 2058779 1900388 213749 158391 5158197 12351131 360120 1482972 7065992 16756630 472443 936413 1248490 1396139 435722 87394 146005 1808327 2914279 X 5257665 13842351 5257665 13842351 7065992 16756630 6655073 1929613 0 X 0 1 X 1 0 0 1 0 80761 20831 101592 78900 1861 80761 75090 3810 78900 66777 7285 1028 75090 29025 36412 1340 66777 1.00000 0 1 1 151816 74833 76983 450806 369398 81408 1456157 1456157 0 158391 Due from Foundation 1482972 1482972 Dues collected for local chapters 120012 Deferred rent 25993 146005 X Part X, Line 2: Management has evaluated the Organization's tax positions and concluded that the Organization's consolidated financial statements do not include any uncertain tax positions. X X X X X 0 0 0 Mark Dorsey CAE FASAE Chief Executive Officer 268860 0 22843 0 2340 0 33784 0 0 0 327827 0 0 0 Velma Hart CAE FASAE Chief Operating Officer 195804 0 28070 0 1608 0 9636 0 0 0 235118 0 0 0 Form 990, Part I, Line 1, Description of Organization Mission: 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 life-cycle. Our Mission To advance building information management and education of project teams to improve facility performance. 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 of the Institute, who will automatically become qualified upon completion of their term of office as President. 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 shall consist of its officers, one member from each geographical region, and two directors-at-large, all of whom shall be 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 will hold 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, shall 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 of the 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 shall be based on the total number of members and chapters as of the date the petition is received by the secretary of the Institute of the board. Proposed amendments initiated by the petition shall include the proponents' rationale and the board's recommendation. A two-thirds affirmative vote of the valid ballots returned shall be 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 reviewed by the Accounting Director, COO & CEO, and is available to the entire board prior to filing. 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. 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. 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 Certification program 255,778. Member Services 38,063. Other 643,059. Construction Information Network 123 N Pitt St Ste 450 Alexandria VA 22314 850855252 See Part VII VA 147750 389678 CSI Construction Specifications Institute Foundation Inc 123 N Pitt Street 450 Alexandria VA 223143133 753090752 To conduct research and education within the construction industry MD 501(c)(3) Line 7 The Construction Specifications Institute Inc 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 Construction Information Network K Cash Construction Information Network L Cash Construction Information Network N Cash