PACIFIC PROPANE EDUCATION AND RESEARCH FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PACIFIC PROPANE EDUCATION AND RESEARCH FOUNDATION (EIN 81-2965287)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-15
IRS object ID
202211359349302061
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-15T17:39:24-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364575774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hoveys Accounting & Tax Svcs IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1132 N Bridge St Suite AAddressLine1Txt
CityDewittCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48820ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812965287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pacific Propane Education and Research FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPACIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1629 W HillsdaleAddressLine1Txt
CityLansingCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48933ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDerek E DallingPersonNm
Person TitleExecutive DirecPersonTitleTxt
Phone5174857711PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDerekPersonFirstNm
Person LastDallingPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJuanita N Hovey CPAPreparerPersonNm
PTINP00574407PTIN
Phone5176689055PhoneNum
Preparation2022-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerClaude ZehnderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140514 W 1403 PR SWAddressLine1Txt
CityProsserCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99350ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$682,686GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionRepresent, Educate, Promote & Research The Propane IndustryActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$648,955PYProgramServiceRevenueAmt
CY Program Service Revenue$681,342CYProgramServiceRevenueAmt
PY Investment Income$1,684PYInvestmentIncomeAmt
CY Investment Income$1,344CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$650,639PYTotalRevenueAmt
CY Total Revenue$682,686CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$476,740PYOtherExpensesAmt
CY Other Expenses$702,519CYOtherExpensesAmt
PY Total Expenses$476,740PYTotalExpensesAmt
CY Total Expenses$702,519CYTotalExpensesAmt
PY Revenues Less Expenses$173,899PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,833CYRevenuesLessExpensesAmt
Total Assets BOY$435,880TotalAssetsBOYAmt
Total Assets EOY$416,047TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$435,880NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$416,047NetAssetsOrFundBalancesEOYAmt
MissionRepresent, Educate, Promote & Research The Propane IndustryMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$350,619ExpenseAmt
Revenue$357,750RevenueAmt
DescAdvanced Propane Education And Training.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$218,449ExpenseAmt
Revenue$214,750RevenueAmt
DescPromote Safety In Propane Emergencies.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$104,386ExpenseAmt
Revenue$80,292RevenueAmt
DescEducate & Research Training In The Propane Industry. Operate The Certified Employee Training Program.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$20,000ExpenseAmt
Revenue$20,500RevenueAmt
DescPropane Emergencies Training.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$20,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$20,500TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$693,454TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKindsvatter Dalling and AssociatesPersonNm
Phone5174857711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1629 W Hillsdale StAddressLine1Txt
CityLansingCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48933ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Brad Lancaster
Director1.000.00Yes (X)$0$0$0
Dave Reynolds
Director1.000.00Yes (X)$0$0$0
Denver VanderYacht
Director1.000.00Yes (X)$0$0$0
Zoe Williams
Hawaii State Director1.000.00Yes (X)$0$0$0
Jeff Carothers
Director1.000.00Yes (X)$0$0$0
Bryan Adams
Director1.000.00Yes (X)$0$0$0
K Dalling and Associates Inc
Executive Director5.000.00Yes (X)$0$0$0
Mike Hicks
Director1.000.00Yes (X)$0$0$0
Ryan Buller
Vice President2.000.00$0$0$0Yes (X)
Claude Zehnder
President1.000.00$0$0$0Yes (X)
Gary Kelly
Secretary Treasurer2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Training and Education541900$544,440$538,000$6,440
Meetings and Conference541900$136,902$135,292$1,610
FieldValueIRS element (for citing)
Total Program Service Revenue$681,342TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,344TotalRevenueColumnAmt
Exclusion$1,344ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$682,686TotalRevenueColumnAmt
Related Or Exempt Func Income$673,292RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,394ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$114,000TotalAmt
Program Services$114,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,111TotalAmt
Management And General$3,111ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,345TotalAmt
Program Services$1,037ProgramServicesAmt
Management And General$308ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,072TotalAmt
Program Services$32,072ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$917TotalAmt
Management And General$917ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Postage$696$471$225
Rebates and Returned Rebates$536,204$532,108$4,096
Fees$408$408
Fuel for Training$12,766$12,766

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$702,519TotalAmt
Program Services$693,454ProgramServicesAmt
Management And General$9,065ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$435,880BOYAmt
EOY$416,047EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$435,880BOYAmt
EOY$416,047EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$435,880BOYAmt
EOY$416,047EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$435,880BOYAmt
EOY$416,047EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$435,880BOYAmt
EOY$416,047EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$19,833ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Management duties delegation Part VI line 3Management Duties Delegation Was Elected To Be Done By Kindsvatter Dalling And Associates Inc By The Governing Body.
Governing body meeting documentation Part VI line 8aMeetings Held By Members & Recorded According To Proper Procedure.
Form 990 governing body review Part VI line 11The Organization Reviews Form 990 Before Filing By Looking It Over For Major Changes From Previous Years.
Conflict of interest policy compliance Part VI line 12cConflict of Interest Policy & Whistleblower Policy Monitored By Governing Body.
CEO executive director top management comp Part VI line 15aProcess For Determining Compensation of Anyone In The Organization Is Voted On At Periodic Meetings Held By The Governing Body On A Need Basis.
Other officer or key employee compensation Part VI line 15bSame as 04 Answer Above.
Governing documents etc available to public Part VI line 19The Organization Lets The Public Know By Way Of Notices That The Governing Documents, Conflict Of Interest Policy & Financial Statements Are Available Per Their Request.

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