2025-09-25T16:47:10-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 131086900 NATIONAL PAPER TRADE ASSOCIATION NATI 3126735938 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 MARK SWETS EXECUTIVE DIRECTOR 3126735938 2025-09-25 1 0 ASHLEY BARSEMA P01332786 6305738600 2025-09-25 2024 2025-03-06 01:10:19Z X MARK SWETS 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 962615 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 25 537 0 462945 450623 393702 467749 23550 44187 0 56 880197 962615 0 0 0 0 0 0 0 0 0 840759 974333 840759 974333 39438 -11718 1199606 1343709 256365 400573 943241 943136 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 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 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 KELLY SHATZER 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 X GREG LOVENSHEIMER CHAIRMAN 1.00 X X 0 0 0 CORY TURNER FIRST VICE CHAIR 1.00 X X 0 0 0 GERRY KLUG SECOND VICE CHAIR 1.00 X X 0 0 0 ED ALLEN TREASURER 1.00 X X 0 0 0 JOHN HARGROVE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CRAIG BOORTZ DIRECTOR 1.00 X 0 0 0 JEFF PFISTER DIRECTOR 1.00 X 0 0 0 PAUL CHARAPATA DIRECTOR 1.00 X 0 0 0 ALAIN VILLEMURE DIRECTOR 1.00 X 0 0 0 STEVE DALY DIRECTOR 1.00 X 0 0 0 KATIE ZORN DIRECTOR 1.00 X 0 0 0 BEAU TYNES DIRECTOR 1.00 X 0 0 0 MARK SWETS EXECUTIVE DIRECTOR 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 695809 1 450623 450623 PDC 900099 313175 313175 ANNUAL CONVENTION 900099 149252 149252 EDUCATION & TRAINING 900099 4785 4785 ADVERTISING 900099 537 537 467749 44187 44187 OTHER REVENUE 900099 56 56 56 962615 467268 537 44187 429538 30731 84750 260 9092 26950 10395 173712 3204 9799 MEMBERSHIP SERVICES 123981 INFORMATIONAL REPORTS 50400 BANK AND CREDIT CARD FE 16792 DUES AND SUBSCRIPTIONS 3879 850 974333 277124 270328 350158 387507 72928 114762 67692 66396 35520 3204 0 32316 419861 458982 11843 13418 1199606 1343709 6876 10000 233517 381835 15972 8738 256365 400573 X 943241 943136 943241 943136 1199606 1343709 -11718 11613 0 X X 0 1 X 1 0 35520 3204 32316 32316 DUE TO SMITHBUCKLIN CORPORATION 8738 8738 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, 2024. 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 $695,809 FOR 2024. 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 THE MANAGEMENT COMPANY AND EXECUTIVE DIRECTOR REVIEW THE 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 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. PAPER & PLASTICS EDUCATION RESEARCH FOUNDATION 330 N WABASH AVE CHICAGO IL 60611 112791835 EDUCATION NY 501(C)(3) 11A NATIONAL PAPER TRADE ASSOCIATION 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0