2024-10-21T09:12:55-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-01-01 341270863 METALS SERVICE CENTER INSTITUTE FOUNDATION META 8474853000 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 M ROBERT WEIDNER III PRESIDENT & CEO 8474853000 2024-10-17 1 0 MELISSA STRUCK P01310867 6305738600 2024-10-08 2023 2024-10-15 13:58:12Z M ROBERT WEIDNER III 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 5850 0 X WWW.MSCI.ORG X 1978 IL TO PROVIDE SCHOLARSHIP FUNDS FOR LOCAL CHAPTERS TO DISTRIBUTE FOR POST-SECONDARY EDUCATION TO MEMBERS' EMPLOYEES' CHILDREN. 5 5 0 0 0 0 6730 5850 0 0 0 0 0 0 6730 5850 3720 600 0 0 0 0 0 0 0 1306 219 5026 819 1704 5031 7880 12691 5520 5300 2360 7391 THE PURPOSE OF THE METALS SERVICE CENTER INSTITUTE FOUNDATION FOR CONTINUING EDUCATION IS TO PROVIDE SCHOLARSHIP FUNDS FOR LOCAL CHAPTERS TO DISTRIBUTE FOR POST-SECONDARY EDUCATION TO MEMBERS' EMPLOYEE'S CHILDREN. 0 0 600 600 SCHOLARSHIP FUNDS ARE PROVIDED TO MATCH SCHOLARSHIP GRANTS ISSUED BY LOCAL MEMBER ORGANIZATIONS OR CHAPTERS. 600 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X M ROBERT WEIDNER III 8474853000 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 M ROBERT WEIDNER III PRESIDENT & CEO 1.00 50.00 X X 0 708886 24280 RICHARD T MARABITO CHAIR PERSON THROUGH 6/30; PAST CHAIRMAN EFF. 7/1 1.00 3.00 X X 0 0 0 THERESA E WAGLER TREASURER EFFECTIVE 7/1 1.00 3.00 X X 0 0 0 R MARK MCCAREINS SECRETARY 1.00 3.00 X X 0 288000 0 JOHN GANEM VICE CHAIR 1.00 3.00 X X 0 0 0 JOHN G REID VICE CHAIR THROUGH 6/30; CHAIR PERSON EFF. 7/1 1.00 3.00 X X 0 0 0 KARLA R LEWIS VICE CHAIR 1.00 3.00 X X 0 0 0 COLLEEN A PHILLIP TREASURER THROUGH 6/30 1.00 3.00 X X 0 0 0 0 996886 24280 0 0 1 0 0 5850 5850 5850 0 0 0 600 600 SERVICE CHARGES 182 182 CREDIT CARD FEES 37 37 819 600 219 0 7880 12691 7880 12691 220 5300 5300 5520 5300 X 2360 7391 2360 7391 7880 12691 5031 0 X X 0 1 X 1 0 X X 1 METALS SERVICE CENTER INSTITUTE 340066490 10 1 600 0 1 600 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE FOUNDATION HAS A COPY OF THE MOST RECENT IRS DETERMINATION LETTER OF ITS SUPPORTED ORGANIZATION, METALS SERVICE CENTER INSTITUTE (MSCI), AVAILABLE AT ALL TIMES ON FILE. PART IV, SECTION A, LINE 3C: DURING 2023, THE FOUNDATION PROVIDED MONETARY SUPPORT IN THE FORM OF MATCHING SCHOLARSHIP GRANTS TO VARIOUS LOCAL CHAPTERS OF THE SUPPORTED ORGANIZATION, METAL SERVICE CENTER INSTITUTE (MSCI), TO SUPPLEMENT ITS SCHOLARSHIP PROGRAM. 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. 0 DUE TO METALS SERVICE CENTER INSTITUTE 5300 5300 X PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. 1 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. 0 1 0 0 0 0 0 0 0 M ROBERT WEIDNER III PRESIDENT & CEO 0 465323 0 197543 0 46020 0 0 0 24280 0 733166 0 0 R MARK MCCAREINS SECRETARY 0 0 0 0 0 288000 0 0 0 0 0 288000 0 0 PART I, LINE 4B M. ROBERT WEIDNER, III - PARTICIPATES IN A 457(F) RETIREMENT PLAN WITH RELATED ORGANIZATION, METALS SERVICE CENTER INSTITUTE - #34-0066490. PART I, LINE 3: PART I, LINE 3:THE FOUNDATION HAS NO EMPLOYEES OF ITS OWN,BUT SHARES IN THE SERVICES PROVIDED BY EMPLOYEES OF ITS AFFILIATED ASSOCIATION, METALS SERVICE CENTER INSTITUTE #34-0066490. THE FOUNDATION RELIES ON THIS RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE METALS SERVICE CENTER INSTITUTE APPROVES THE ELECTION OF THE FOUNDATION TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE OPERATING BUDGET IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF THE METALS SERVICE CENTER INSTITUTE. 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 C, LINE 19 AVAILABLE VIA GUIDESTAR AND UPON REQUEST. 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 PUBLIC ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII: THE BOARD MEMBERS OF THE FOUNDATION ALSO SERVE ON THE BOARD OR AS OFFICERS OF METALS SERVICE CENTER INSTITUTE, AN AFFILIATED 501(C)(6) ORGANIZATION. METALS SERVICE CENTER INSTITUTE 4201 EUCLID AVENUE ROLLING MEADOWS IL 60008 340066490 ENHANCING EFFICIENCY & PRODUCTIVITY OF MEMBER COMPANIES. IL 501(C)(6) N/A 0 METAL'S PUBLICATIONS AND DATA SERVICES INC 4201 WEST EUCLID AVENUE ROLLING MEADOWS IL 60008 205960534 PUBLICATIONS AND INFORMATION SERVICES IL N/A C 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0