2025-11-12T11:44:28-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 340066490 METALS SERVICE CENTER INSTITUTE META 8474853000 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 M ROBERT WEIDNER III PRESIDENT & CEO 8474853000 2025-11-10 1 0 MELISSA STRUCK P01310867 6305738600 2025-11-10 2024 2025-03-06 01:10:19Z M ROBERT WEIDNER III 4201 EUCLID AVENUE ROLLING MEADOWS IL 600082025 26724165 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. 18 18 16 0 0 0 0 0 11818354 11857756 1062955 1726429 23616 15627 12904925 13599812 480000 480000 0 0 3290276 3466662 0 0 0 7478937 8188539 11249213 12135201 1655712 1464611 29307810 31926566 7278787 7987930 22029023 23938636 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 8 0 16 1 0 0 0 0 0 0 0 0 X 18 18 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 M ROBERT WEIDNER III CAE PRESIDENT & CEO 50.00 1.00 X X 739759 0 87006 JOHN GANEM VICE CHAIR 1.00 X X 0 0 0 WILLIAM J RING DIRECTOR AT LARGE 1.00 X 0 0 0 THERESA E WAGLER TREASURER 1.00 X X 0 0 0 TED LERMAN DIRECTOR AT LARGE 1.00 X 0 0 0 STEPHEN T ARMSTRONG DIRECTOR AT LARGE 1.00 X 0 0 0 STEPHEN P KOCH DIRECTOR AT LARGE 1.00 X 0 0 0 RICHARD T MARABITO PAST CHAIRMAN 1.00 X 0 0 0 R MARK MCCAREINS SECRETARY 3.00 1.00 X X 300000 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 KARLA R LEWIS VICE CHAIR 1.00 X X 0 0 0 DIANA PERREIAH DIRECTOR AT LARGE 1.00 X 0 0 0 DAVID K SCHMIDT DIRECTOR AT LARGE 1.00 X 0 0 0 BRIAN HICKEY DIRECTOR AT LARGE 1.00 X 0 0 0 JOHN G REID CHAIRMAN 3.00 1.00 X X 0 0 0 ALAN H GOLDIN DIRECTOR AT LARGE 1.00 X 0 0 0 ANTHONY CHIESA DIRECTOR AT LARGE 1.00 X 0 0 0 PETER R MATT DIRECTOR AT LARGE 1.00 X 0 0 0 DAN NEEDHAM DIRECTOR AT LARGE 1.00 X 0 0 0 JUSTIN SCOTT VP, INNOVATION AND ANLYTICS 50.00 X 284309 0 68545 KATHY SPELLMAN VP, ACCOUNT MANAGEMENT, FERROUS 50.00 X 214238 0 53053 MONIQUE COMBS VP, KNOWLEDGE & LEARNING 50.00 X 131296 0 21985 BRIANA DEE VP, EVENTS AND NETWORKING 50.00 X 149332 0 52750 ELIZABETH JOYCE ED, MEMBERSHIP 50.00 X 156594 0 37839 1975528 0 321178 7 0 1 0 R MARK MCCAREINS 3026 PAYNE STREET EVANSTON IL 60201 LEGAL SERVICES 300000 DOWELL GROUP LLP 675 N NORTH CT SUITE 450 PALATINE IL 60067 ACCOUNTING 203996 GROUNDWORK COMMUNICATIONS LLC 9502 LINDALE DRIVE BETHESDA MD 20817 MEMBER COMMUNICATIONS 149500 3 MEMBERSHIP DUES 900099 5585000 5585000 MEETINGS & CONFERENCES 561499 3530984 3530984 SEMINARS & TRAINING 611430 2605689 2605689 INDUSTRY INFORMATION SALES TO MEM 561499 136083 136083 11857756 824522 824522 14026260 13124353 901907 901907 901907 MISCELLANEOUS 561499 15627 15627 15627 13599812 11873383 0 1726429 X 405000 75000 780337 300000 1714769 305240 228157 138159 32882 261689 17672 230140 2390125 4870 129508 820877 172196 487726 3088882 42769 112207 MEMBER RECRUITMENT AND 193668 CREDIT CARD FEES 102991 DUES 69199 INVESTMENT UNRELATED BU 1451 29687 12135201 1174615 1286412 211793 200027 2876798 3060975 568458 733008 1777488 1604102 183206 173386 19437440 21309801 2683820 2426300 2171680 2736657 29307810 31926566 858002 1456535 4274105 3819738 2146680 2711657 7278787 7987930 X 22029023 23938636 22029023 23938636 29307810 31926566 1464611 445002 0 X X 0 1 X 1 0 0 0 0 5585000 17672 17672 69199 -51527 93750 93750 939601 920294 19307 342149 281820 60329 401988 401988 0 173386 MANAGED ALTERNATIVE INVESTMENTS 2426300 F 2426300 INVESTMENTS HELD FOR RETIREMENT PLANS 2711657 INVESTMENT IN AFFILIATE 25000 2736657 RETIREMENT PLAN LIABILITIES 2711657 2711657 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. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES SCHOLARSHIPS 75000 0 1 0 0 0 1 75000 0 75000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 15000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 15000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 15000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 15000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIPS 15000 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. 1 ARIZONA CHAPTER MSCI 5445 W MADISON ST PHOENIX AZ 85043 264251091 501(C)(6) 15000 0 SCHOLARSHIPS CENTRAL NEW YORK CHAPTER MSCI 25 QUARRY RD AUBURN NY 13021 161546237 501(C)(6) 15000 0 SCHOLARSHIPS CENTRAL STATES CHAPTER MSCI 2225 CREEKVIEW DR MISHAWAKA IN 46545 363712619 501(C)(6) 15000 0 SCHOLARSHIPS CINCINNATI CHAPTER MSCI 2779 COLONY POINTE ASHLAND KY 41102 300442667 501(C)(6) 15000 0 SCHOLARSHIPS FLORIDA CHAPTER MSCI 14211 DAMSELFLY DR TAMPA FL 33625 200333704 501(C)(6) 15000 0 SCHOLARSHIPS GULF REGION CHAPTER MSCI 14231 SEAWAY RD STE 7000 GULFPORT AL 39503 275487774 501(C)(6) 15000 0 SCHOLARSHIPS INDIANA CHAPTER MSCI 4537 S NUCOR RD CRAWFORDSVILLE IN 47933 352009791 501(C)(6) 15000 0 SCHOLARSHIPS INLAND NORTHWEST CHAPTER MSCI 1628 E 36TH AVE SPOKANE WA 99203 731663991 501(C)(6) 15000 0 SCHOLARSHIPS INTERMOUNTAIN CHAPTER MSCI 275 N 570 E TREMONTON UT 84337 263881455 501(C)(6) 15000 0 SCHOLARSHIPS MICHIGAN CHAPTER MSCI 46850 CARTIER DR NOVI MI 48377 382217970 501(C)(6) 15000 0 SCHOLARSHIPS MID-AMERICA CHAPTER MSCI 3900 COMOTARA ST WICHITA KS 67226 431790369 501(C)(6) 15000 0 SCHOLARSHIPS MID-SOUTH CHAPTER MSCI 175 TUBEWAY DR FOREST PARK GA 30297 113690773 501(C)(6) 15000 0 SCHOLARSHIPS NEW ENGLAND CHAPTER MSCI PO BOX 1810 SPRINGFIELD MA 01101 205485693 501(C)(6) 15000 0 SCHOLARSHIPS NEW YORK CHAPTER MSCI 27 ENGELHARD DR MONROE TOWNSHIP NJ 08831 113222956 501(C)(6) 15000 0 SCHOLARSHIPS NORTHERN CALIFORNIA CHAPTER MSCI 9245 LAGUNA SPRINGS DR 350 ELK GROVE CA 95758 943085209 501(C)(6) 15000 0 SCHOLARSHIPS NORTHERN OHIO CHAPTER MSCI 5096 RICHMOND RD BEDFORD HEIGHTS OH 44146 341601164 501(C)(6) 15000 0 SCHOLARSHIPS NORTHWEST CHAPTER MSCI 2500 COUNTY RD B STE 1A ROSEVILLE MN 55113 208994646 501(C)(6) 15000 0 SCHOLARSHIPS PHILADELPHIA CHAPTER MSCI 6 PENNS TRAIL NEWTOWN PA 18940 232174257 501(C)(6) 15000 0 SCHOLARSHIPS PITTSBURG CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 900388984 501(C)(6) 15000 0 SCHOLARSHIPS ROCKY MOUNTAIN CHAPTER MSCI 6600 HWY 85 COMMERCE CITY CO 80022 271484950 501(C)(6) 15000 0 SCHOLARSHIPS SOUTH ATLANTIC CHAPTER MSCI 8243 CHATSWORTH DR FORT MILL SC 29707 331053053 501(C)(6) 15000 0 SCHOLARSHIPS SOUTHERN CALIFORNIA CHAPTER MSCI 2293 KEMPER AVE CLAREMONT CA 91711 412248661 501(C)(6) 15000 0 SCHOLARSHIPS ST LOUIS CHAPTER MSCI 18445 FOX RD HIRAM OH 44234 454578230 501(C)(6) 15000 0 SCHOLARSHIPS TEXAS CHAPTER MSCI 23 LONG SPRINGS PLACE THE WOODLANDS TX 77382 760265183 501(C)(6) 15000 0 SCHOLARSHIPS WASHINGTON CHAPTER MSCI 18325 OLYMPIC AVE S SEATTLE WA 98188 911853060 501(C)(6) 15000 0 SCHOLARSHIPS WISCONSIN CHAPTER MSCI PO BOX 757 GERMANTOWN WI 53022 391927421 501(C)(6) 15000 0 SCHOLARSHIPS OREGON CHAPTER MSCI 106 SE 223RD ST BLDG B GRESHAM OR 97030 930995452 501(C)(6) 15000 0 SCHOLARSHIPS 27 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 483936 0 209395 0 46428 0 34500 0 52506 0 826765 0 0 0 JUSTIN SCOTT VP, INNOVATION AND ANLYTICS 240204 0 43991 0 114 0 28420 0 40125 0 352854 0 0 0 R MARK MCCAREINS SECRETARY 0 0 0 0 300000 0 0 0 0 0 300000 0 0 0 KATHY SPELLMAN VP, ACCOUNT MANAGEMENT, FERROUS 186576 0 26910 0 752 0 21349 0 31704 0 267291 0 0 0 BRIANA DEE VP, EVENTS AND NETWORKING 139267 0 9981 0 84 0 14925 0 37825 0 202082 0 0 0 ELIZABETH JOYCE ED, MEMBERSHIP 138992 0 17499 0 103 0 15649 0 22190 0 194433 0 0 0 MONIQUE COMBS VP, KNOWLEDGE & LEARNING 115176 0 15814 0 306 0 3930 0 18055 0 153281 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 STEPHEN KOCH AND KARLA LEWIS HAVE BUSINESS RELATIONSHIP THROUGH RELIANCE STEEL & 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 104,129. CONSULTANTS FOR RESEARCH AND DATA PRODUCTS 664,248. CONSULTANTS FOR CONFERENCES 529. OUTSIDE SERVICES/SPEAKERS - EDUCATIONAL PROGRAMS 1,468,536. OUTSIDE SERVICES - SCHOLARSHIP SUPPORT 37,861. OUTSIDE SERVICES/SPEAKERS - BOARD MEETINGS 56,301. CONSULTANTS FOR GOVERNMENT AFFAIRS 54,150. OUTSIDE SERVICES FOR MEMBER SERVICES 4,371. 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 25357 775 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 2738363 CASH LOANED