2014-05-05T11:52:11-05:00 2013-10-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2012-11-01 590784548 PRINT SERVICE & DISTRIBUTION ASSOCIATION (PSDA) PRIN 3123215120 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 MATT SANDERSON 3123215120 2014-04-18 1 GREGORY S ADAMS P00095597 6305738600 2012 2015-11-30 17:44:51Z MATT SANDERSON 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 2556024 0 X WWW.PSDA.ORG X 1946 DC TO PROMOTE INNOVATION AND DEVELOPMENT WITHIN THE PRINT FORMS INDUSTRY. 11 11 0 35 675749 11341 908649 963935 1535119 1350274 18332 100820 41570 35151 2503670 2450180 0 0 0 0 0 0 0 0 0 2485577 2399093 2485577 2399093 18093 51087 1988511 1846215 543740 316325 1444771 1529890 X 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. 0 0 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. PSDA PROMOTES INNOVATION AND DEVELOPMENT WITHIN THE INDUSTRY AND PROVIDES MEMBERS WITH EDUCATION, RESOURCES AND NETWORKING OPPORTUNITIES. PSDA FACILITATES AND ENCOURAGES DISCOURSE AMONG DISTRIBUTORS, TRADE PRINTERS, SUPPLIERS AND TECHNOLOGY PARTNERS TO PROMOTE DEVELOPMENT, GROWTH AND THE ADVANCEMENT OF THE INDUSTRY. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 24 0 0 1 1 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X SMITHBUCKLIN CORPORATION 3123215120 330 N WABASH AVENUE CHICAGO IL 60611 X TRESSA MCLAUGHLIN 1.00 X X 0 0 0 ROB WHITMAN 1.00 X X 0 0 0 JOE WEBB-NON VOTING 1.00 X 0 0 0 DENNY POTTEBAUM 1.00 X X 0 0 0 DANIEL ADKISON 1.00 X 0 0 0 BRIAN COATS 1.00 X 0 0 0 STUART BOYAR 1.00 X 0 0 0 MELISSA KLUG 1.00 X 0 0 0 RANDY EUBANKS 1.00 X 0 0 0 BOB SAUNDERS 1.00 X 0 0 0 DOUG TRAXLER 1.00 X 0 0 0 WALT SMITH 1.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE CHICAGO IL 60611 MANAGEMENT SERVICES 1545730 1 839805 113825 10305 963935 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 1350274 100820 100820 13651 13651 105844 105844 0 0 MAILING LISTS SALES 900099 21500 21500 21500 2450180 709676 675749 100820 1051569 2506 73702 31603 28517 78678 450197 13497 PUBLICATIONS EXPENSE 586843 BANK FEES 28773 COMMITTEE EXPENSES 24520 MEMBERSHIP EXPENSES 19551 9137 2399093 490588 174617 223252 275976 2754 10943 92198 70107 1179719 1314572 1988511 1846215 240554 190332 303186 125993 543740 316325 X 1444771 1529890 1444771 1529890 1988511 1846215 51087 34032 0 X X 0 1 X 1 0 0 X 2484212 34032 34032 2450180 0 2450180 2399093 0 2399093 0 2399093 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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. 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. PRINT EDUCATION AND RESEARCH FOUNDATION 330 N WABASH AVE SUITE 2000 CHICAGO IL 60611 521542298 EDUCATION AND RESEARCH DC 501(C)(3) 509(A)(3) N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRINT EDUCATION AND RESEARCH FOUNDATION D 10943 CASH PROVIDED PRINT EDUCATION AND RESEARCH FOUNDATION C 113825 CASH PROVIDED