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PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST (EIN 94-3099112)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-05
IRS object ID
201431569349200408
Schema version
2013v3.0
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)
Return2014-06-05T12:10:28-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411504933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARLSON ADVISORS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 MERCER STREET SUITE 308AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98109ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943099112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPACIBusinessNameControlTxt
Phone5032213944PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POBOX 23575AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97281ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE VAN SANTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5032213944PhoneNum
Signature2014-05-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN J BERGGRENPreparerPersonNm
PTINP01428505PTIN
Phone2066758012PhoneNum
Preparation2014-05-27PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$60,884GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$3,286InvestmentIncomeAmt
Sale Of Assets Gross$57,598SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$44,511CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$13,087GainOrLossFromSaleOfAssetsAmt
Total Revenue$16,373TotalRevenueAmt
Grants And Similar Amounts Paid$450GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$32,184OtherExpensesTotalAmt
Total Expenses$32,634TotalExpensesAmt
Excess Or Deficit For Year-$16,261ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$177,875NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$13,373OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$148,241NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$181,274BOYAmt
EOY$151,640EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$181,274BOYAmt
EOY$151,640EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,399BOYAmt
EOY$3,399EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$177,875BOYAmt
EOY$148,241EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeENDOWMENT AND SCHOLARSHIPSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomENDOWMENT AND SCHOLARSHIPSDescriptionProgramSrvcAccomTxt
Grants And Allocations$450GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRIS FEYRN
CHAIR1.00$0$0$0
MIKE STEVENSON
TRUSTEE1.00$0$0$0
MIKE KENNA
TRUSTEE1.00$0$0$0
GARY LAWTON
TRUSTEE1.00$0$0$0
JULES VANSANT
EXECUTIVE DIRECTOR, PPI1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULES VAN SANTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POBOX 23575AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97281ZIPCode
FieldValueIRS element (for citing)
Phone5032213944PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,380CurrentTaxYearMinus1YearAmt
Total$8,468TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,380CurrentTaxYearMinus1YearAmt
Total$8,468TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,468PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,848CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,922CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,786CurrentTaxYearMinus1YearAmt
Total$20,540TotalAmt
FieldValueIRS element (for citing)
Total Support$29,008TotalSupportAmt
Public Support CY1700.29190PublicSupportCY170Pct
Public Support PY1700.29280PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestPACIFIC PRINTING INDUSTRIES EDUCATION TRUST NORMALLY RECEIVES ALL OF ITS SUPPORT FROM THE PACIFIC PRINTING INDUSTRIES ASSOCIATION AND ITS MEMBERS. TO THE EXTENT THAT SUPPORT IS NOT USED IN A GIVEN YEAR, THE SURPLUS IS INVESTED AND YIELDS INTEREST AND DIVIDENTS REPORTED ON SCHEDULE A, SECTION B, LINE 8.THE EDUCATION TRUST IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUAL BASIS. IT HAS HISTORICALLY SOLICITED FUNDS FROM MEMBERS OF THE PACIFIC PRINTING INDUSTRIES ASSOCIATION AND OTHER MEMBERS OF THE PRINT AND GRAPHIC ARTS INDUSTRY IN THE PACIFIC NORTHWEST BY MAIL AND AT INDUSTRY EVENTS. PUBLIC SUPPORT HAS BEEN A SMALLER PERCENTAGE OF TOTAL SUPPORT SINCE 2008 BECAUSE THE GREAT RECESSION HIT THE PRINT AND GRAPHIC ARTS INDUSTRY PARTICULARLY HARD. FORTUNATELY, THE INTEREST, DIVIDENDS AND REALIZED CAPITAL GAINS ON UNUSED PREVIOUSLY COLLECTED PUBLIC FUNDS HAVE PERMITTED THE EDUCATION TRUST TO "MAKE ENDS MEET" DURING THIS DIFFICULT TIME.PERCENTAGE OF FINANCIAL SUPPORT FACTOR: AGAIN, ALL OF THE EDUCATION TRUST'S SUPPORT WAS ORIGINALLY CONTRIBUTED BY THE GENERAL PUBLIC (MEMBERS OF THE PRINT AND GRAPHIC ARTS INDUSTRY).SOURCES OF SUPPORT FACTOR: AGAIN, SINCE 1989 THE ORGANIZATION HAS RECEIVED ALL OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM A REPRESENTATIVE NUMBER OF PERSONS (MEMBERS OF THE PRINT AND GRAPHIC ARTS INDUSTRY) RATHER THAN FROM MEMBERS OF A SINGLE FAMILY. REPRESENTATIVE GOVERNING BODY FACTOR: THE EDUCATION TRUST IS DIRECTED BY A BOARD OF DIRECTORS THAT REPRESENTS THE BROAD INTERESTS OF THE PRINT AND GRAPHIC ARTS INDUSTRY AS THEY RELATE TO EDUCATION, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. THE BOARD IS COMPOSED OF PERSONS HAVING SPECIAL KNOWLEDGE AND EXPERIENCE IN THE PRINT AND GRAPHIC ARTS INDUSTRY AND REPRESENTING A BROAD CROSS SECTION OF THE VIEWS AND INTERESTS OF THAT COMMUNITY.AVAILABILITY OF PUBLIC SERVICES FACTOR: THE EDUCATION TRUST GENERALLY PROVIDES SERVICES (EDUCATION RELATED TO THE PRINT AND GRAPHIC ARTS INDUSTRY) THAT DIRECTLY BENEFIT THE GENERAL PUBLIC.ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: SOLICITATION OF DUES PAYING MEMBERS OF THE PACIFIC PRINTING INDUSTRIES ASSOCIATION IS DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS IN THE PACIFIC NORTHWEST PRINT AND GRAPHIC ARTS INDUSTRY. THE PACIFIC PRINTING INDUSTRY ASSOCIATION'S DUES HAVE BEEN FIXED AT RATES DESIGNED TO MAKE MEMBERSHIP AVAILABLE TO A BROAD CROSS SECTION OF THE INTERESTED PUBLIC. THE ACTIVITIES OF THE PACIFIC PRINTING INDUSTRY ASSOCIATION AND THE PACIFIC PRINTINT INDUSTRY ASSOCIATION EDUCATION TRUST ARE LIKELY TO APPEAL TO PERSONS IN THE PACIFIC NORTHWEST HAVING AN INTEREST IN THE SUCCESS OF THE PRINT AND GRAPHIC ARTS INDUSTRY.FactsAndCircumstancesTestTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: CHARLES SCHWAB. AMOUNT: 3,229. DESCRIPTION: INTEREST INCOME. AMOUNT: 57. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,286.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: TRADE ASSOC. EDUCATION. GRANTEE NAME: PACIFIC PRINTING & IMAGING ASSOCIATION. GRANTEE ADDRESS: 6825 SW SANDBERG ROAD TIGARD, OR 97224. AMOUNT GIVEN: 450.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: CONTRACT LABOR. AMOUNT: 30,350. DESCRIPTION: WEB EXPENSES. AMOUNT: 113. DESCRIPTION: FOREIGN TAX. AMOUNT: 36. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,685. TOTAL TO FORM 990-EZ, LINE 16: 32,184.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: ADJUST SECURITIES TO FAIR MARKET VALUE AT END OF YEAR. AMOUNT: -13,373.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO PPI. BEG. OF YEAR AMOUNT: 3,399. END OF YEAR AMOUNT: 3,399.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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