BRAND CHAIN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRAND CHAIN (EIN 59-0784548)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-05-05
- IRS object ID
- 201401259349301300
- Schema version
- 2012v2.1
- 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 | 2014-05-05T11:52:11-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590784548 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINT SERVICE & DISTRIBUTION ASSOCIATION (PSDA) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIN | NameControl |
| Phone | 3123215120 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 NORTH WABASH SUITE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATT SANDERSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3123215120 | Phone |
| Date Signed | 2014-04-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY S ADAMS | Name |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATT SANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 NORTH WABASH SUITE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2556024 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PSDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE INNOVATION AND DEVELOPMENT WITHIN THE PRINT FORMS INDUSTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 675749 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 11341 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 908649 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 963935 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1535119 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1350274 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18332 | InvestmentIncomePriorYear |
| Investment Income Current Year | 100820 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41570 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35151 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2503670 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2450180 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2485577 | OtherExpensePriorYear |
| Other Expenses Current Year | 2399093 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2485577 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2399093 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18093 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 51087 | RevenuesLessExpensesCY |
| Total Assets BOY | 1988511 | TotalAssetsBOY |
| Total Assets EOY | 1846215 | TotalAssetsEOY |
| Total Liabilities BOY | 543740 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 316325 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1444771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1529890 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PSDA IS DEDICATED TO ENHANCING THE SUCCESS OF THE DISTRIBUTOR CHANNEL FOR BUSINESS COMMUNICATIONS, INCLUDING PRINT, MARKETING AND RELATED SERVICES. PSDA MEMBER DISTRIBUTORS, TRADE PRINTERS, SUPPLIERS AND TECHNOLOGY PARTNERS WORK TOGETHER TO PROVIDE DIFFERENTIATED SOLUTIONS TO END USER CUSTOMERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PSDA IS A PROFESSIONAL MEMBERSHIP ORGANIZATION REPRESENTING THE DISTRIBUTOR CHANNEL FOR BUSINESS COMMUNICATIONS, INCLUDING PRINT, MARKETING AND RELATED SERVICES. THE ASSOCIATION HAS REPRESENTED THE INTEREST OF ITS MEMBERS AND PROMOTED THE INDUSTRY FOR OVER 65 YEARS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PSDA PROMOTES INNOVATION AND DEVELOPMENT WITHIN THE INDUSTRY AND PROVIDES MEMBERS WITH EDUCATION, RESOURCES AND NETWORKING OPPORTUNITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PSDA FACILITATES AND ENCOURAGES DISCOURSE AMONG DISTRIBUTORS, TRADE PRINTERS, SUPPLIERS AND TECHNOLOGY PARTNERS TO PROMOTE DEVELOPMENT, GROWTH AND THE ADVANCEMENT OF THE INDUSTRY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3123215120 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TRESSA MCLAUGHLIN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROB WHITMAN | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JOE WEBB-NON VOTING | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DENNY POTTEBAUM | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DANIEL ADKISON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRIAN COATS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STUART BOYAR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MELISSA KLUG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDY EUBANKS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOB SAUNDERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG TRAXLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALT SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 1545730 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 839805 | MembershipDues |
| Related Organizations | 113825 | RelatedOrganizations |
| All Other Contributions | 10305 | AllOtherContributions |
| Total Contributions | 963935 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATION ADS AND SU | 541800 | 678472 | 2723 | 675749 |
| MEETINGS AND CONFERENC | 900099 | 662906 | 662906 | |
| SERVICES TO MEMBERS | 900099 | 7800 | 7800 | |
| SCHOOLS AND EDUCATIONA | 900099 | 1096 | 1096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1350274 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100820 | TotalRevenueColumn |
| Exclusion | $100,820 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13651 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105844 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105844 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAILING LISTS SALES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2450180 | TotalRevenueColumn |
| Related Or Exempt Function Income | 709676 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 675749 | UnrelatedBusinessRevenue |
| Exclusion | $100,820 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1051569 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2506 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73702 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31603 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28517 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78678 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450197 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13497 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PUBLICATIONS EXPENSE | 586843 |
| BANK FEES | 28773 |
| COMMITTEE EXPENSES | 24520 |
| MEMBERSHIP EXPENSES | 19551 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9137 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2399093 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490588 | BOY |
| EOY | 174617 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223252 | BOY |
| EOY | 275976 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2754 | BOY |
| EOY | 10943 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92198 | BOY |
| EOY | 70107 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1179719 | BOY |
| EOY | 1314572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1988511 | BOY |
| EOY | 1846215 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240554 | BOY |
| EOY | 190332 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303186 | BOY |
| EOY | 125993 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 543740 | BOY |
| EOY | 316325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1444771 | BOY |
| EOY | 1529890 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1444771 | BOY |
| EOY | 1529890 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1988511 | BOY |
| EOY | 1846215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 51087 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 34032 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2484212 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34032 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 34032 | RevenueNotRptdF990 |
| Revenue Subtotal | 2450180 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2450180 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2399093 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2399093 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2399093 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). CERTAIN ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE, SUCH AS PUBLICATION ADVERTISING, ARE SUBJECT TO INCOME TAXES. UNRELATED BUSINESS INCOME TAX OWED FOR THE YEARS ENDED OCTOBER 31, 2013 AND 2012 WAS $0. THE ASSOCIATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED OCTOBER 31, 2013 AND 2012. THE FEDERAL AND STATE TAX RETURNS OF THE ASSOCIATION FOR 2009, 2010 AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 $1,545,730. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE PSDA BYLAWS STATE THAT THERE SHALL BE TWO CLASSES OF MEMBERS, VOTING AND NON-VOTING. A VOTING MEMBER SHALL BE DEFINED AS A PROPRIETOR, PARTNERSHIP, FIRM, FRANCHISE, CORPORATION, OR DIVISION ENGAGED IN WHOLE OR IN PART IN THE SUPPLY, MANUFACTURE, OR DISTRIBUTION OF BUSINESS PRINTING AND/OR RELATED PRODUCTS AND SERVICES THROUGH ALL MARKETING CHANNELS TO EVENTUALLY SERVE THE ULTIMATE CUSTOMER. A NON-VOTING MEMBER SHALL BE DEFINED AS AN INSTITUTION OF HIGHER LEARNING,VOCATIONAL EDUCATION FACILITY, RESEARCH OR CONSULTING ORGANIZATION ENGAGED IN EDUCATION, TRAINING,OR RESEARCH ASSOCIATED WITH THE INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PSDA BYLAWS STATE THE LEADERSHIP AND GOVERNANCE COMMITTEE SHALL IDENTIFY CANDIDATES FOR OFFICER AND DIRECTOR POSITIONS AND SHALL NOMINATE ONE PERSON FOR EACH VACANT POSITION. ADDITIONAL NOMINEES WILL BE ADDED TO THE BALLOT IF A PETITION FOR AN ADDITIONAL CANDIDATE, SIGNED BY AT LEAST TEN PERCENT (10) OF THE VOTING MEMBERSHIP, IS RECEIVED BY THE EXECUTIVE VICE PRESIDENT AT LEAST 120 DAYS PRIOR TO THE ANNUAL MEETING. IN THE EVENT THERE ARE NO ADDITIONAL NOMINEES, THE NOMINEES SHALL BE DEEMED TO BE ELECTED BY ACCLIMATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE ASSOCIATION ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT FORM 990 IS REVIEWED PRIOR TO FILING WITH THE IRS |
| FORM 990, PART VI, SECTION B, LINE 12C | GOVERNING DOCUMENTS REQUIRE DISCLOSURE OF ANY CONFLICTS OF INTEREST. |
| THE BOARD AND COMPENSATION COMMITTEE REVIEW COMPARABLE COMPENSATION AND BENEFIT PACKAGES FOR THE EXECUTIVE VICE PRESIDENT AND KEY EMPLOYEES | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, APPLICATION OF EXPEMTION AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THIS POLICY HAS NOTCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINT EDUCATION AND RESEARCH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVE SUITE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521542298 | EIN |
| Primary Activities | EDUCATION AND RESEARCH | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PRINT EDUCATION AND RESEARCH FOUNDATION | ||
| D | 10943 | CASH PROVIDED |
| PRINT EDUCATION AND RESEARCH FOUNDATION | ||
| C | 113825 | CASH PROVIDED |