PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST (EIN 94-3099112)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-06
IRS object ID
201212509349200721
Schema version
2011v1.2
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)
Timestamp2012-09-06T18:39:03-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-08-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANTE J DRIVERName
PTINP00635883PTIN
Phone2066758012Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts85458GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc1971ContributionsGiftsGrantsEtc
Investment Income4922InvestmentIncome
Gross Amount From Sale Of Assets78565GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses73174CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets5391GainOrLossFromSaleOfAssets
Total Revenue12284TotalRevenue
Grants And Similar Amounts Paid16466GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors2261FeesAndOthPymtToIndContractors
Other Expenses Total30484OtherExpensesTotal
Total Expenses49211TotalExpenses
Excess Or Deficit For Year-36927ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY258389NetAssetsOrFundBalancesBOY
Other Changes In Net Assets-17670OtherChangesInNetAssets
Net Assets Or Fund Balances EOY203792NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY258389BOY
EOY206747EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY258389BOY
EOY206747EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY2955EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY258389BOY
EOY203792EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeENDOWMENT AND SCHOLARSHIPSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomENDOWMENT AND SCHOLARSHIPSDescriptionProgramServiceAccom
Grants And Allocations16466GrantsAndAllocations
Program Service Expenses18628ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses18628TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN L TRACHTENBERG
POBOX 23575PORTLANDOR97281CHAIRMAN1.00000
MIKE STEVENSON
POBOX 23575PORTLANDOR97281TRUSTEE1.00000
MIKE KENNA
POBOX 23575PORTLANDOR97281TRUSTEE1.00000
GARY LAWTON
POBOX 23575PORTLANDOR97281TRUSTEE1.00000
RAY LAWTON
POBOX 23575PORTLANDOR97281TRUSTEE1.00000
CHRIS FERYN
POBOX 23575PORTLANDOR97281TRUSTEE1.00000
JULIE VAN SANT
POBOX 23575PORTLANDOR97281EXECUTIVE DIRECTOR1.00000
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 Years4103CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3649CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year4117CurrentTaxYearMinus1Year
Current Tax Year1971CurrentTaxYear
Total13840Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4103CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3649CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year4117CurrentTaxYearMinus1Year
Current Tax Year1971CurrentTaxYear
Total13840Total
FieldValueIRS element (for citing)
Public Support Total17013840PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9554CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8733CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5848CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4984CurrentTaxYearMinus1Year
Current Tax Year4922CurrentTaxYear
Total34041Total
FieldValueIRS element (for citing)
Total Support47881TotalSupport
Public Support Pertcentage1700.28900PublicSupportPertcentage170
Public Support Pertcent Prior Year0.29810PublicSupportPertcentPriorYear
Ten Percent Test Current YearXTenPercentTestCurrentYear
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THESE PUBLIC SUPPORT FUNDS ARE VOLUNTARY AND COLLECTED FROM THE MEMBERS AND ACCOUNTED FOR ON A CASH BASIS. WE HAVE NOT ACTIVELY PUSHED ADDITIONAL OR LARGER CONTRIBUTIONS IN THE PAST FEW YEARS FOR A COUPLE REASONS. FIRST, THE ECONOMY HAS CONTRACTED THE EXTRA INCOME WOULD POTENTIALLY DRAW CONTRIBUTIONS FROM, AND WE DO NOT WANT TO PUT A HARDSHIP ON OUR MEMBER COMPANIES. IN ADDITION, THE PREVIOUSLY COLLECTED PUBLIC FUNDS (SINCE ESTABLISHED IN 1989) HAVE FARED WELL ENOUGH IN THEIR INVESTMENT ACCOUNT TO FUND THE ED TRUST'S ACTIVITIES AND ALLOW THEM TO KEEP A MINIMUM BALANCE TO ENSURE FUTURE FUNDING FOR EDUCATIONALLY BASED ACTIVITIES AS DIRECTED BY THE TRUSTEES. THE ED TRUST IS IN PLACE TO BENEFIT THE GREATER PRINTING INDUSTRY THROUGH A NUMBER OF PROGRAMS: FUNDING MEMBERSHIP FOR SECONDARY AND POST SECONDARY SCHOOLS WITH INDUSTRY RELATED TRAINIG PROGRAMS AND CURRICULUM; SUPPORT ONGOING EDUCATIONAL SUPPORT TO THE INDUSTRY AND ITS EMPLOYEES; SUPPORT INDIVIDUAL EDUCATIONAL PURSUITS IN THE FIELD BY STUDENTS AND EMPLOYEES NEEDING TO RETRAIN; OVERALL PROMOTE THE MERITS OF THE INDUSTRY TO THE FUTURE EMPLOYMENT POOLS. THE ED TRUST CONTINUES TO DEVELOP SHORT AND LONG TERM PROGRAMS IN ALIGNMENT WITH THE BYLAWS IN PLACE EVEN AS CONTRIBUTIONS HAVE REDUCED. IT WILL CONTINUE SOLICITING PUBLIC SUPPORT IN THE FUTURE TO CONTINUE IT'S WORK IN THE INDUSTRY'S INTEREST.GeneralExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4CHARLES SCHWAB 4,922..
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: CONTRACT LABOR. AMOUNT: 28,248. DESCRIPTION: LICENSES & PERMITS. AMOUNT: 36. DESCRIPTION: WEB EXPENSES. AMOUNT: 2,162. DESCRIPTION: FOREIGN TAX. AMOUNT: 38. TOTAL TO FORM 990-EZ, LINE 16: 30,484.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: ADJUST INVESTMENTS TO FMV. AMOUNT: -17,670.

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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