2025-11-12T18:11:49-06:00 2024-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2024-01-01 232992331 CONTROL SYSTEM INTEGRATORS ASSOCIATION INC CONT 4042523663 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 ADRIENNE MEYER CEO 4042523663 2025-11-12 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2025-11-12 2024 2025-03-06 01:10:19Z KAREN GRIFFIN 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 2388394 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 148295 0 254500 280400 1628158 1926645 46041 54170 133683 127179 2062382 2388394 0 0 0 0 454876 476784 0 0 0 1346180 1659545 1801056 2136329 261326 252065 2143975 2682846 637578 924384 1506397 1758462 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 0 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 8 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 275624 0 7470 LISA RICHTER INDUSTRY DIRECTOR 40.00 X 156409 0 4312 432033 0 11782 2 0 1 0 KELLEN COMPANY 111 WEST JACKSON BLVD STE 1412 CHICAGO IL 60604 MANAGEMENT SERVICES 381528 HYATT REGENCY DALLAS 300 REUNION BLVD DALLAS TX 75207 ANNUAL CONFERENCE 378946 6TH-MAN CONSULTING LLC 400 MORNING OAKS COURT ELLISVILLE MO 63021 CONSULTING SERVICES 150000 3 280400 280400 MEMBERSHIP DUES 900099 866314 866314 CONFERENCE AND EVENTS 561920 727671 727671 EXCHANGE FEES 541800 148295 148295 TRAINING/CERTIFICATION 900099 138865 138865 SURVEY SALES 541613 45500 45500 1926645 54170 54170 INSURANCE MARKETING RE 541900 113394 113394 FINANCIAL & LEGAL PLAN 541900 13785 13785 127179 2388394 1905529 148295 54170 X 443815 8091 24878 381528 1625 9900 325807 10543 23502 17327 771036 23577 5062 BANK/CREDIT CARD FEES 56423 FILING FEES/SUBSCRIPTIO 15271 AMS LICENSE FEES 13230 BOARD 2864 1850 2136329 760355 1185659 1172369 1226389 53432 114150 75502 79024 5665 3947 3606 1718 78711 75906 2143975 2682846 62344 74774 575234 849610 637578 924384 X 1506397 1758462 1506397 1758462 2143975 2682846 252065 0 X X 1 X 0 1 0 0 1 0 5665 3947 1718 1718 X 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 248978 0 26646 0 0 0 0 0 7470 0 283094 0 0 0 LISA RICHTER INDUSTRY DIRECTOR 143741 0 12668 0 0 0 0 0 4312 0 160721 0 0 0 Part I, Line 3 THE ASSOCIATION HAS A SIGNED EMPLOYMENT AGREEMENT WITH ITS CEO AND ITS INDUSTRY DIRECTOR THAT HAVE 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 28000. EXCHANGE FEES 38041. GLOBAL/LATAM CONTRACTOR EXPENSE 33295. PR/ADVERTISING CONSULTANT FEES 18000. TRAINING AND MISCELL CONSULTANT FEES 23047. LEARNING HUB CONSULTANT FEES 150000. OTHER LEARNING HUB FEES 35424. Form 990, Part IX, line 24e CERTIFICATION 1850. 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.