2025-01-16T09:48:49-06:00 2024-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2023-07-01 910570848 JM PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE JMPE 5094530374 2011 W WASHINGTON AVE YAKIMA WA 98903 JASON LAMIQUIZ PRESIDENT 5094530374 2025-01-15 1 0 EMINA O CRESSWELL CPA P01217304 5092487750 2025-01-15 2023 2024-10-15 13:58:12Z JASON LAMIQUIZ 2011 W WASHINGTON AVE YAKIMA WA 98903 21625791 0 X WWW.PERRYTECH.EDU X 1939 WA TO EDUCATE, EMPOWER AND EQUIP STUDENTS FOR LIFELONG CAREERS IN INDUSTRY. 3 3 201 218 0 0 1700730 634778 15312004 18026514 525982 648442 147357 179040 17686073 19488774 428818 437628 0 0 10328200 11116562 0 0 0 5186529 5681078 15943547 17235268 1742526 2253506 58862928 63231959 7443091 7773474 51419837 55458485 TO FULFILL THE DEMAND FOR HIGHLY SKILLED PROFESSIONALS AS A NATIONALLY RECOGNIZED INSTITUTION KNOWN FOR OUR UNIQUE AND RELEVANT CAREER TRAINING. 0 0 12460681 437628 18200194 PERRY TECHNICAL INSTITUTE SERVES THE NEEDS OF A VARIETY OF INDUSTRIES BY EQUIPPING STUDENTS WITH STRONG TECHNICAL SKILLS AND POSITIVE WORK HABITS. FACULTY MEMBERS WITH EXTENSIVE EXPERIENCE IN INDUSTRY PROVIDE SPECIALIZED CLASSROOM INSTRUCTION AND HANDS-ON LAB EXPERIENCES. OVER 854 STUDENTS ARE ENROLLED IN PERRY'S 14 TRAINING PROGRAMS. PTI'S RETENTION RATE IS 89% AND THE JOB PLACEMENT RATE IS 86%. PERRY COMPLETED THE REACCREDIDATION PROCESS, RESULTING IN FULL ACCREDIDATION WITH NO FINDINGS. 12460681 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 201 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CATHY STERBENZ VP OF FINANCE AND A 5094530374 2011 W WASHINGTON AVE YAKIMA WA 98903 TERRY SCHMALZ TRUSTEE 2.00 X 0 0 0 CURTIS KING TRUSTEE 2.00 X 0 0 0 JAKE JUNDT TRUSTEE 2.00 X 0 0 0 CHRISTINE COTE PRESIDENT (THRU 06/2024) 40.00 1.00 X 349590 0 20694 CATHY STERBENZ VP OF FINANCE AND ADMIN 40.00 1.00 X 152365 0 15592 NATHAN HULL VP OF ACADEMIC AFFAIRS 40.00 X 140062 0 15303 RONALD ZIKE INSTRUCTOR 40.00 X 116198 0 14095 NICOLE TRAMMELL WOOLPERT VP ENROLLMENT SERVICES & MARKETING 40.00 X 116365 0 18390 JOSH PHILLIPS VP OF INFORMATION TECHNOLOGY 40.00 X 117481 0 22216 ANTHONY NIRK DEPT HEAD INSTRUMENTATION 40.00 X 107978 0 21799 1100039 0 128089 11 0 1 0 JENZABAR INC PO BOX 845588 BOSTON MA 022845588 SOFTWARE 292856 GH MOEN LLC 516 S 5TH AVE YAKIMA WA 98902 CONSTRUCTION 200031 PACIFIC ALLIANCE TITLE 311 N 4TH ST STE 102 YAKIMA WA 98901 TITLE TRANSFER 115954 3 133211 410659 90908 90908 634778 TUITION 611519 17727430 17727430 WORK ORDERS 611519 275423 275423 CONTINUING EDUCATION 611519 23661 23661 18026514 568808 568808 5360 0 5360 5360 5360 2015619 45356 1975769 5572 39850 39784 79634 79634 216307 155676 60631 60631 ADMIN INCOME 900099 92182 92182 COMMISSION SALES INCOME 611519 20867 20867 113049 19488774 18200194 0 653802 177616 177616 260012 260012 506876 506876 8256911 6649516 1607395 355107 278656 76451 1240559 966805 273754 757109 585257 171852 7208 7208 74557 74557 90701 90701 343623 43543 300080 117162 38491 78671 248349 19945 228404 545180 7055 538125 103422 92229 11193 51117 26860 24257 76363 76363 1507610 1288536 219074 SUPPLIES 1591586 1328559 263027 BUILDING COSTS 774339 658188 116151 149861 39413 110448 17235268 12460681 4774587 0 11194296 11708480 3026382 6368593 687307 532534 77387 81337 209266 190053 42083415 19030806 23781607 23052609 18380012 20211136 1506671 1087217 58862928 63231959 1524923 1361003 4181201 5093180 1661893 1319291 75074 0 7443091 7773474 X 49900837 53939485 1519000 1519000 51419837 55458485 58862928 63231959 2253506 1785142 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7231691 25000 802828 299511 7760008 6996882 25000 532187 322378 7231691 7615071 552955 -883118 288026 6996882 6500918 1384271 270118 7615071 6626199 187198 312479 6500918 0.00000 0.81000 0.19000 0 1 1 92056 92056 36487932 15429196 21058736 5327967 3601610 1726357 175460 175460 23052609 X PART V, LINE 4: ENDOWMENT FUNDS RAISE FUNDS FOR SCHOLARSHIPS TO PERRY TECHNICAL INSTITUTE STUDENTS AND TO ASSURE THE LONG TERM STABILITY AND EXISTENCE OF PERRY TECHNICAL INSTITUTE. PART X, LINE 2: PERRY TECHINCAL INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME TAX UNDER SECTIONS 511 THROUGH 515. IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTIONS. IN ADDITION, THE INSTITUTE HAS NO MATERIAL UNRELATED BUSINESS INCOME SUBJECT TO TAX AT JUNE 30, 2024 AND 2023. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL STUDENT SOLICITATION CONTAINS THE NON-DISCRIMINATORY POLICY OF THE INSTITUTE. SCHEDULE E, PART I, LINE 6 ORGANIZATION RECEIVES FEDERAL STUDENT FINANCIAL AID FOR THE DIRECT BENEFIT OF QUALIFIED STUDENTS. 1 PERRY TECHNICAL FOUNDATION 2011 W WASHINGTON AVE YAKIMA WA 98903 943188041 501(C)(3) 177616 0 TO PROVIDE FUNDS FOR PROGRAM MANAGEMENT. 1 0 WSDOT STUDENT SERVICES 267 139429 CDL SCHOLARSHIPS 42 84000 CWS PTI MATCHING 40 11561 FSEOG PTI MATCHING 409 25022 SCHEDULE I, PART II: THE FUNDS ARE PROVIDED TO THE RELATED FOUNDATION AND THEREFORE ALL FUNDS ARE USED IN THE US. X 0 0 0 0 0 0 0 1 0 CHRISTINE COTE PRESIDENT (THRU 06/2024) 283590 0 66000 0 0 0 12258 0 8436 0 370284 0 0 0 CATHY STERBENZ VP OF FINANCE AND ADMIN 152365 0 0 0 0 0 7156 0 8436 0 167957 0 0 0 NATHAN HULL VP OF ACADEMIC AFFAIRS 140062 0 0 0 0 0 6589 0 8714 0 155365 0 0 0 PART I, LINE 7 ON AN ANNUAL BASIS THE PRESIDENT IS AWARDED A BONUS. THE TRUSTEES OF THE ORGANIZATION DETERMINE THE BONUS FOR THE PRESIDENT BASED ON MERIT AND PERFORMANCE. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2007-10-26 5000000 FOR CONSTRUCTION OF AN EDUCATIONAL FACILITY 0 0 0 A 3680709 4127133 100000 4127113 2009 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 A 1 PART II, LINE 3 THE AMOUNT LISTED ON PART II, LINE 3, TOTAL PROCEEDS OF ISSUE IS DIFFERENT FROM PART I COLUMN E, ISSUE PRICE, DUE TO $772,887 OF PRINCIPAL PAYMENTS MADE ON THE BOND. X 5 19341 FAIR MARKET VALUE X PROGRAM EQUIPMENT 18 71567 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 AND THE SCHEDULE B WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AT A TRUSTEE MEETING BEFORE THE FORM WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED ANNUALLY. MANAGEMENT PROVIDES THE POLICY TO EMPLOYEES TO COMMUNICATE ITS IMPORTANCE AND ADDRESS ANY ISSUES THAT MAY ARISE. THE TRUSTEES DISCLOSE CONFLICTS (IF ANY) AND CONFLICTS ARE DOCUMENTED IN MEETING MINUTES. IF AN ISSUE IS NOTED, THAT PERSON IS EXCUSED FROM CONVERSATIONS AND DECISIONS THAT MAY BE IMPACTED BY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES THE WASHINGTON STATE AND FEDERAL WAGE DATABASES, AS WELL AS THE PUBLIC INFORMATION ON WAGES FROM STATE COLLEGES, TO DETERMINE APPROPRIATE WAGE LEVELS FOR ALL EMPLOYEES EXCEPT THE PRESIDENT. THE TRUSTEES OF THE ORGANIZATION MEET ANNUALLY TO REVIEW AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND DOCUMENT IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. PERRY TECHNICAL FOUNDATION 2011 W WASHINGTON AVE YAKIMA WA 98903 943188041 TO RAISE FUNDS TO GIVE SCHOLARSHIPS TO PERRY TECHNICAL INSTITUTE WA 501(C)(3) LINE 12B, II JM PERRY INSTITUTE OF TRADES INDUSTRIES 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS NAME OF RELATED ORGANIZATION: PERRY TECHNICAL FOUNDATION PRIMARY ACTIVITY: TO RAISE FUNDS TO GIVE SCHOLARSHIPS TO PERRY TECHNICAL INSTITUTE STUDENTS DIRECT CONTROLLING ENTITY: J.M. PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE