2025-04-24T08:01:36-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 753090752 CONSTRUCTION SPECIFICATIONS INSTITUTE FOUNDATION INC CONS 8006892900 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 MARK DORSEY CEO 8006892900 2025-04-24 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z X MARK DORSEY 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 183575 0 X WWW.CSIRESOURCES.ORG/INSTITUTE/FOUNDATION X 2003 MD CONDUCT RESEARCH AND PROVIDE EDUCATION IN IMPROVEMENT OF LIFECYCLE OF THE BUILDING ENVIRONMENT. 6 6 0 360 0 0 13739 21773 0 0 5703 11374 750 113 20192 33260 5000 3600 0 0 0 0 0 0 0 21179 40795 26179 44395 -5987 -11135 887048 921440 517238 556919 369810 364521 THE PURPOSE OF THE FOUNDATION IS TO CONDUCT RESEARCH AND TO PROVIDE EDUCATION IN THE AREA OF PROCESS IMPROVEMENT OF THE LIFECYCLE OF THE BUILDING ENVIRONMENT. 0 0 16758 3600 LIVE AND ONLINE CONTINUING EDUCATION, RESEARCH AND DEVELOPMENT, AND SPECIAL RECOGNITION AND SCHOLARSHIP PROGRAMS. 16758 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NC OR PA RI SC TN UT VA WV WI NY X MARK DORSEY 8006892900 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 RONALD GEREN CHAIR 1.00 0.00 X X 0 0 0 MONIQUE BIRAULT VICE CHAIR 1.00 0.00 X X 0 0 0 GLENN REMLER SECRETARY 1.00 0.00 X X 0 0 0 MICHAEL YOUNG TREASURER 1.00 5.00 X X 0 0 0 MARVIN KEMP TRUSTEE 1.00 0.00 X 0 0 0 RACHEL NAVA TRUSTEE 1.00 0.00 X 0 0 0 MARK DORSEY CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 312762 56581 VELMA HART CHIEF OPERATING OFFICER 2.00 38.00 X 0 237495 31984 0 550257 88565 0 0 1 0 0 21773 21773 8654 8654 153035 150315 2720 2720 2720 OTHER REVENUE 900099 113 113 113 33260 0 0 11487 3600 3600 4100 4100 1765 212 1553 18370 18370 2004 2004 4435 4435 606 76 530 7669 6673 996 1750 1750 FEES AND CHARGES 49 6 43 CREDIT CARD FEES 47 6 41 44395 16758 27637 0 410513 230936 141042 145295 1471 1471 146157 156999 187865 386739 887048 921440 55804 51965 12500 12500 448934 492454 517238 556919 X 77729 57224 292081 307297 369810 364521 887048 921440 -11135 5846 0 X 0 1 X 1 0 X 266584 101643 27040 13739 21773 430779 266584 101643 27040 13739 21773 430779 331534 99245 8207 3031 3677 5703 8654 29272 751 750 113 1614 461665 0.21500 0.18830 X CONSTRUCTION SPECIFICATIONS INSTITUTE FOUNDATION, INC., (CSIF) QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF SEC. 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2023, IS 21.50%, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I).CSIF IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(II). THE FOUNDATION FREQUENTLY REACHES OUT TO MEMBERS AND NON-MEMBERS IN THE CONSTRUCTION FIELD - ASKING FOR FINANCIAL SUPPORT TO CONTINUE TO FUND PROGRAMS THAT SUPPORT THOSE SEEKING CAREERS IN THE CONSTRUCTION INDUSTRY. CSIF WILL HIGHLIGHT AND RECOGNIZE RECIPIENTS OF SAID SCHOLARSHIPS THROUGH EMAIL, BLOGS AND SOCIAL MEDIA. CSIF HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. CSIF'S PUBLIC SUPPORT, AT 21.50%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I), CSIF HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN FACT, CSIF HAS RECEIVED FINANCIAL SUPPORT FROM HUNDREDS OF INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. CSIF'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, CSIF MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(B).CSIF REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. OUR MISSION IS TO CONDUCT RESEARCH AND TO PROVIDE EDUCATION IN THE AREA OF PROCESS IMPROVEMENT OF THE LIFECYCLE OF THE BUILDING ENVIRONMENT. THROUGH LIVE AND ONLINE CONTINUING EDUCATION, RESEARCH AND DEVELOPMENT, AND SPECIAL RECOGNITION AND SCHOLARSHIP PROGRAMS, CSIF FURTHER DEMONSTRATES ITS PUBLIC SUPPORT. IN THIS MANNER, CSIF MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 AFFILIATE RECEIVABLES 386739 386739 AFFILIATE PAYABLES 492454 492454 37102 5846 5846 31256 2004 2004 33260 42391 0 42391 2004 2004 44395 0 0 0 0 0 0 0 0 0 MARK DORSEY CHIEF EXECUTIVE OFFICER 0 291457 0 21305 0 0 0 37692 0 18889 0 369343 0 0 VELMA HART CHIEF OPERATING OFFICER 0 220198 0 17297 0 0 0 13539 0 18445 0 269479 0 0 PART I, LINE 3 THE RELATED ORGANIZATION, CSI, INC., ESTABLISHES COMPENSATION OF THE CEO USING THE FOLLOWING METHODS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION STUDIES - APPROVAL BY THE CSI BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B THE CSI FOUNDATION'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ACCOUNTING DIRECTOR, DIRECTOR OF OPERATIONS, AND CEO. THE FORM 990 IS AVAILABLE TO THE CSI BOARD OF DIRECTORS AND THE CSI FOUNDATION BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. 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. BOARD MEMBERS MUST AVOID ANY CONFLICT OF INTEREST WITH RESPECT TO THEIR FIDUCIARY RESPONSIBILITY. WHEN THE BOARD IS TO DECIDE AN ISSUE ABOUT WHICH A MEMBER HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THAT MEMBER DISCLOSES THE CONFLICT TO THE BOARD AND RECUSES HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION. IN CASE OF A DISPUTE REGARDING THE EXISTENCE OF A REAL OR PERCEIVED CONFLICT OF INTEREST, THE BOARD VOTES AS TO WHETHER A CONFLICT IS PRESENT, AND THE VOTE OF THE BOARD IS FINAL. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT OF INTEREST DOES NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RELIES ON A RELATED ORGANIZATION, THE CONSTRUCTION SPECIFICATIONS INSTITUTE, INC. (CSI), TO ESTABLISH COMPENSATION. THE CSI 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. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2024. 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 ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONSTRUCTION SPECIFICATIONS INSTITUTE INCORPORATED 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 530242938 TO ADVANCE BLDG INFO MGMT & EDUC OF PROJECT TEAMS TO IMPROVE FACILITY PERF. MD 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 THE CONSTRUCTION SPECIFICATIONS INSTITUTE INCORPORATED J 0 ACTUAL COST THE CONSTRUCTION SPECIFICATIONS INSTITUTE INCORPORATED M 492454 ACTUAL COST THE CONSTRUCTION SPECIFICATIONS INSTITUTE INCORPORATED N 0 ACTUAL COST