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PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST (EIN 94-3099112)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-06
IRS object ID
201310659349200056
Schema version
2012v2.1
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)
Timestamp2013-03-06T11:52:39-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN411504933EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CARLSON ADVISORS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1400 MERCER STREET SUITE 308AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98109ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN943099112EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPACINameControl
Phone5032213944Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJULIE VAN SANTName
TitleEXECUTIVE DIRECTORTitle
Phone5032213944Phone
Date Signed2013-02-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANTE J DRIVERName
PTINP00635883PTIN
Phone2066758012Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts153079GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc2380ContributionsGiftsGrantsEtc
Investment Income4786InvestmentIncome
Gross Amount From Sale Of Assets145913GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses130290CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets15623GainOrLossFromSaleOfAssets
Total Revenue22789TotalRevenue
Grants And Similar Amounts Paid15000GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors1080FeesAndOthPymtToIndContractors
Other Expenses Total32488OtherExpensesTotal
Total Expenses48568TotalExpenses
Excess Or Deficit For Year-25779ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY203792NetAssetsOrFundBalancesBOY
Other Changes In Net Assets-138OtherChangesInNetAssets
Net Assets Or Fund Balances EOY177875NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY206747BOY
EOY181274EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY206747BOY
EOY181274EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY2955BOY
EOY3399EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY203792BOY
EOY177875EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeENDOWMENT AND SCHOLARSHIPSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomENDOWMENT AND SCHOLARSHIPSDescriptionProgramServiceAccom
Grants And Allocations15000GrantsAndAllocations
Program Service Expenses250ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses250TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CHRIS FEYRN
CHAIR1.00000
MIKE STEVENSON
TRUSTEE1.00000
MIKE KENNA
TRUSTEE1.00000
GARY LAWTON
TRUSTEE1.00000
JULES VANSANT
EXECUTIVE DIRECTOR, PPI1.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JULES VAN SANTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1POBOX 23575AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97281ZIPCode
FieldValueIRS element (for citing)
Telephone Number5032213944TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3649CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years4117CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1971CurrentTaxYearMinus1Year
Current Tax Year2380CurrentTaxYear
Total12117Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3649CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years4117CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1971CurrentTaxYearMinus1Year
Current Tax Year2380CurrentTaxYear
Total12117Total
FieldValueIRS element (for citing)
Public Support Total17012117PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8733CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5848CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4984CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4922CurrentTaxYearMinus1Year
Current Tax Year4786CurrentTaxYear
Total29273Total
FieldValueIRS element (for citing)
Total Support41390TotalSupport
Public Support Pertcentage1700.29280PublicSupportPertcentage170
Public Support Pertcent Prior Year0.28900PublicSupportPertcentPriorYear
Ten Percent Test Current YearXTenPercentTestCurrentYear
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.FactsAndCircumstancesTest

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4CHARLES SCHWAB 4,786..
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: TRADE ASSOC. EDUCATION. GRANTEE NAME: PACIFIC PRINTING & IMAGING ASSOCIATION. GRANTEE ADDRESS: 6825 SW SANDBERG ROAD TIGARD, OR 97224. AMOUNT GIVEN: 15,000.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: CONTRACT LABOR. AMOUNT: 29,180. DESCRIPTION: WEB EXPENSES. AMOUNT: 995. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 50. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 69. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,944. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 32,488.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: ADJUST SECURITIES TO FAIR MARKET VALUE AT END OF YEAR. AMOUNT: -138.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: DUE TO PPI. BEG. OF YEAR AMOUNT: 2,955. 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.Declaration

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