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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-06T18:39:03-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411504933 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON ADVISORS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MERCER STREET SUITE 308 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943099112 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC PRINTING INDUSTRIES EDUCATIONAL TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 5032213944 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 23575 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97281 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE VAN SANT | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5032213944 | Phone |
| Date Signed | 2012-08-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANTE J DRIVER | Name |
| PTIN | P00635883 | PTIN |
| Phone | 2066758012 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 85458 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 1971 | ContributionsGiftsGrantsEtc |
| Investment Income | 4922 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 78565 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 73174 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 5391 | GainOrLossFromSaleOfAssets |
| Total Revenue | 12284 | TotalRevenue |
| Grants And Similar Amounts Paid | 16466 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 2261 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 30484 | OtherExpensesTotal |
| Total Expenses | 49211 | TotalExpenses |
| Excess Or Deficit For Year | -36927 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 258389 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -17670 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 203792 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258389 | BOY |
| EOY | 206747 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258389 | BOY |
| EOY | 206747 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2955 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258389 | BOY |
| EOY | 203792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | ENDOWMENT AND SCHOLARSHIPS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | ENDOWMENT AND SCHOLARSHIPS | DescriptionProgramServiceAccom |
| Grants And Allocations | 16466 | GrantsAndAllocations |
| Program Service Expenses | 18628 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 18628 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN L TRACHTENBERG | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| MIKE STEVENSON | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MIKE KENNA | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| GARY LAWTON | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| RAY LAWTON | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHRIS FERYN | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JULIE VAN SANT | ||||||||
| POBOX 23575 | PORTLAND | OR | 97281 | EXECUTIVE DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULES VAN SANT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 23575 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97281 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032213944 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 4117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1971 | CurrentTaxYear |
| Total | 13840 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 4117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1971 | CurrentTaxYear |
| Total | 13840 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 13840 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9554 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5848 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4984 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4922 | CurrentTaxYear |
| Total | 34041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 47881 | TotalSupport |
| Public Support Pertcentage170 | 0.28900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.29810 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | SCHEDULE 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)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | CHARLES SCHWAB 4,922.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: 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 ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: ADJUST INVESTMENTS TO FMV. AMOUNT: -17,670. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |
Comments