2024-11-08T11:41:08-06:00 2023-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2023-01-01 232992331 CONTROL SYSTEM INTEGRATORS ASSOCIATION INC CONT 4042523663 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 JOHN MACWAN SVP CLIENT ACCOUNTING 4042523663 2024-11-08 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-11-08 2023 2024-10-15 13:58:12Z ADRIAN FAHEY 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 2062382 0 X www.controlsys.org X 1999 PA CSIA IS A NOT-FOR-PROFIT PROFESSIONAL ASSOCIATION FOR CONTROL SYSTEM INTEGRATION COMPANIES. CONTROL SYSTEM INTEGRATORS UTILIZE INDUSTRIAL AUTOMATION EQUIPMENT AND SOFTWARE IN THE IMPLEMENTATION OF THEIR PROJECTS IN A WIDE VARIETY OF INDUSTRIES. 8 8 2 8 128948 0 245500 254500 1526222 1628158 10562 46041 89449 133683 1871733 2062382 0 0 0 0 433731 454876 0 0 0 1212118 1346180 1645849 1801056 225884 261326 1678167 2143975 433096 637578 1245071 1506397 THE MISSION OF THE CONTROL SYSTEM INTEGRATORS ASSOCIATION IS TO ADVANCE THE INDUSTRY OF CONTROL SYSTEM INTEGRATION. 0 0 CSIA HOLDS AN ANNUAL EXECUTIVE CONFERENCE. THE CONFERENCE TYPICALLY INCLUDES TRAINING SEMINARS THAT ARE CONDUCTED BY OUTSIDE EXPERTS ON EFFECTIVELY OPERATING YOUR BUSINESS, TRAINING YOUR SALES TEAM, AND MARKETING YOUR SERVICES IN ADDITION TO AN EXHIBIT SHOWCASING ITS INDUSTRY PARTNER MEMBERS. THE CSIA NEWSLETTER IS DISTRIBUTED TO MEMBERS OF THE ORGANIZATION TO PROVIDE VARIOUS INFORMATION REGARDING THE INDUSTRY AND EDUCATIONAL OPPORTUNITIES. CSIA CONDUCTS MONTHLY WEBINARS ON TECHNICAL TOPICS, TIPS ON IMPROVING BUSINESS AND INSTRUCTIONAL TOPICS. CSIA ALSO WORKS WITH PARTNER MEMBERS TO HOST WEBINARS ON TECHNICAL TOPICS WITH THE PARTNER MEMBERS HANDLING ALL LOGISTICS. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 1 4 0 2 1 1 1 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KELLEN COMPANY 4042523663 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 ADRIAN FAHEY PAST CHAIR 1.00 X X 0 0 0 STEVE MALYSZKO DIRECTOR 1.00 X 0 0 0 DAREN DIELEMAN TREASURER 1.00 X X 0 0 0 KAREN GRIFFIN CHAIR 1.00 X X 0 0 0 RAY BROWN DIRECTOR 1.00 X 0 0 0 FRANK RIORDAN DIRECTOR 1.00 X 0 0 0 GREG YOUNG DIRECTOR 1.00 X 0 0 0 WRIGHT SULLIVAN DIRECTOR 1.00 X 0 0 0 JOSE RIVERA CHIEF EXECUTIVE OFFICER 40.00 X 263019 0 7864 263019 0 7864 1 0 1 0 NEW ORLEANS MARRIOTT 555 CANAL ST NEW ORLEANS LA 70130 ANNUAL CONFERENCE 452802 KELLEN COMPANY 111 WEST JACKSON BLVD STE 1412 CHICAGO IL 60604 MANAGEMENT SERVICES 369062 2 254500 254500 MEMBERSHIP DUES 900099 729253 729253 CONFERENCE AND EVENTS 561920 658207 658207 EXCHANGE FEES 541800 128948 128948 TRAINING/CERTIFICATION 900099 73600 73600 SURVEY SALES 541613 38150 38150 1628158 46041 46041 INSURANCE MARKETING RE 541900 100979 100979 FINANCIAL & LEGAL PLAN 541900 32704 32704 133683 2062382 1632893 128948 46041 X 270883 141467 4243 13432 24851 369062 12926 183586 4377 7326 15636 21858 634421 11712 3623 BANK/CREDIT CARD FEES 48321 FILING FEES/SUBSCRIPTIO 14751 AMS LICENSE FEES 12600 BOARD 4181 1800 1801056 799321 760355 826334 1172369 1722 53432 25451 75502 5665 2059 2045 3606 23294 78711 1678167 2143975 68248 62344 364848 575234 433096 637578 X 1245071 1506397 1245071 1506397 1678167 2143975 261326 0 X X 0 1 X 1 0 0 1 0 5665 2059 3606 3606 X 2062382 0 2062382 0 2062382 1801056 0 1801056 0 1801056 Part X, Line 2: THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. X X X 0 0 0 JOSE RIVERA CHIEF EXECUTIVE OFFICER 230535 0 32484 0 0 0 0 0 7864 0 270883 0 0 0 Part I, Line 3 THE ASSOCIATION HAS A SIGNED EMPLOYMENT AGREEMENT WITH ITS CEO THAT HAS APPROVED BASE COMPENSATION, AS WELL AS 401(K) PLAN PARTICIPATION AND A PERFORMANCE BONUS PROVISION. Form 990, Part VI, Section A, line 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO THE KELLEN COMPANY. THE MANAGEMENT COMPANY DOES NOT MAKE KEY ORGANIZATIONAL DECISIONS OR APPROVALS. THESE ARE PERFORMED BY THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Section A, line 6 CSIA HAS THREE CLASSES OF MEMBERSHIP: INTEGRATOR, CERTIFIED AND PARTNER. Form 990, Part VI, Section A, line 7a ALL CLASSES OF MEMBERSHIP HAVE THE RIGHT TO ELECT OR APPOINT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. Form 990, Part VI, Section B, line 11b THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS THEN REVIEWED AND APPROVED BY THE MANAGEMENT COMPANY AND THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. Form 990, Part VI, Section B, line 12c ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE DIRECTORS ARE RESPONSIBLE FOR OVERSIGHT OF ALL DISCLOSURES OR FAILURES TO DISCLOSE AND FOR RECOMMENDING APPROPRIATE ACTION IN THE CASE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. Form 990, Part VI, Section B, line 15a CSIA UTILIZED AN INDEPENDENT FIRM TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE FIRM UTILIZED DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS, INCLUDING THE ASAE COMPENSATION SURVEY. Form 990, Part VI, Section C, line 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, line 11g SURVEY/STATISTICS 18000. EXCHANGE FEES 33800. GLOBAL/LATAM CONTRACTOR EXPENSE 31747. PR/ADVERTISING CONSULTANT FEES 19500. TRAINING AND CONSULTANT FEES 80539. Form 990, Part IX, line 24e CERTIFICATION 1237. ARTWORK/GRAPHICS 563. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES FOR THE FINANCIAL STATEMENTS OR SELECTION OF AN INDEPENDENT ACCOUNTANT THAT WERE IN PLACE IN THE PREVIOUS YEAR.