2023-10-26T11:01:06-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 131086900 NPTA ALLIANCE NATI 3126735938 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 MATTHEW BRUNO CEO 3126735938 2023-10-24 1 MATTHEW BRUNO 999009999 0 JAMES R THOMAS P00095586 6305738600 2023-10-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW BRUNO 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 839296 0 X WWW.GONPTA.COM X 1903 NY TO FOSTER AND PROMOTE THE INTERESTS AND WELFARE OF THE PAPER DISTRIBUTING TRADE AND TO HELP PAPER DISTRIBUTORS RUN THEIR BUSINESSES MORE EFFICIENTLY, ECONOMICALLY, AND PROFITABLY. 12 12 0 14 1509 0 345691 391066 4529 326087 172035 5605 5154 700 527409 723458 0 0 0 0 0 0 0 0 0 544769 800309 544769 800309 -17360 -76851 1427841 1215970 331935 394048 1095906 821922 TO FOSTER AND PROMOTE THE INTERESTS AND WELFARE OF THE PAPER DISTRIBUTING TRADE AND TO HELP PAPER DISTRIBUTORS RUN THEIR BUSINESSES MORE EFFICIENTLY, ECONOMICALLY, AND PROFITABLY. 0 0 MEMBERSHIP EXPENSES ARE FOR MEETINGS WITH DISTRIBUTORS, TRAVEL TO CONFERENCES WITH DISTRIBUTORS, AND THE DELIVERY AND PRESENTATION OF RESEARCH AND EDUCATIONAL MATERIALS TO PAPER AND PLASTICS DISTRIBUTORS AND SUPPLIERS. CONFERENCES AND ANNUAL CONVENTION PROVIDE A FORUM FOR PAPER DISTRIBUTORS AND SUPPLIERS TO COMMUNICATE AND ENHANCE BUSINESS RELATIONSHIPS. PDC - ANNUAL MEETING PROVIDES THE CHANCE FOR THE PAPER CHANNEL'S FINEST THOUGHT LEADERS TO EXAMINE CURRENT TRENDS AND DISCUSS PRESSING ISSUES FACING OUR INDUSTRY IN AN ATMOSPHERE OF CANDOR AND TRUST AND TO EXPAND PROFESSIONAL NETWORKS. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 1 1 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X SMITHBUCKLIN CORPORATION 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 X SCOTT HIDER CHAIRMAN 1.00 X X 0 0 0 JOHN HARGROVE FIRST VICE CHAIR 1.00 X X 0 0 0 GREG LOVENSHEIMER SECOND VICE CHAIR 1.00 X X 0 0 0 CORY TURNER TREASURER 1.00 X X 0 0 0 JAN GOTTESMAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JOHN MILAZO DIRECTOR 1.00 X 0 0 0 MIKE GRAVES DIRECTOR 1.00 X 0 0 0 GERRY KLUG DIRECTOR 1.00 X 0 0 0 KINGSLEY SHANNON DIRECTOR 1.00 X 0 0 0 ED ALLEN DIRECTOR 1.00 X 0 0 0 CRAIG BOORTZ DIRECTOR 1.00 X 0 0 0 JOHN SCHULTZ DIRECTOR 1.00 X 0 0 0 MATTHEW BRUNO CHIEF EXECUTIVE OFFICER 40.00 0.50 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE SUITE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 558258 1 391066 391066 PDC 900099 194826 194826 ANNUAL CONVENTION 900099 127640 127640 EDUCATION & TRAINING 900099 2112 2112 ADVERTISING 900099 1509 1509 326087 19643 19643 101800 115838 -14038 -14038 -14038 OTHER REVENUE 900099 700 700 700 723458 325278 1509 5605 381079 32003 81429 35 9741 18642 8315 131632 8136 3078 MEMBERSHIP SERVICES 87650 OTHER EXPENSES 21166 BANK AND CREDIT CARD FE 9698 QUARTERLY ECONOMIC REPO 5400 2305 800309 149540 290087 18372 63829 32549 61664 41604 557377 372872 595431 460486 1427841 1215970 2458 13783 264167 335525 65310 44740 331935 394048 X 1095906 821922 1095906 821922 1427841 1215970 X -76851 -87986 -109147 X X 0 1 X 1 0 0 CASH SURRENDER VALUE OF OLI 447460 DUE FROM FOUNDATION 13026 460486 DUE TO SMITHBUCKLIN CORPORATION 44740 44740 X PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022. WILLIAM FROHLICH SEVERANCE AGREEMENT X 375000 32549 0 1 1 32549 FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN IS $558,258 FOR 2022. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP IS COMPRISED PRIMARILY OF COMPANIES OR INDIVIDUALS IN THE PAPER AND RELATED INDUSTRIES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B TRUSTEES ARE ELECTED BY THE MEMBERSHIP FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT COMPANY AND CEO REVIEW FORM 990 PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION MAKES THE 990 AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ITS CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS BY REQUIRING ALL DIRECTORS TO DISCLOSE ANY SUCH CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -109,147. EQUITY TRANSFER PAPER & PLASTICS EDUCATION RESEARCH FOUNDATION 330 N WABASH AVE CHICAGO IL 60611 112791835 EDUCATION NY 501(C)(3) 11A NPTA ALLIANCE 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0