2026-01-29T14:41:49-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 402 E YAKIMA AVENUE SUITE 110 YAKIMA WA 98901 990 2024-07-01 910570848 JM PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE JMPE 5094530374 2011 W WASHINGTON AVE YAKIMA WA 98903 JASON LAMIQUIZ PRESIDENT 5094530374 2026-01-28 1 1 EMINA O CRESSWELL P01217304 5092487750 2026-01-28 2024 2025-03-06 01:10:19Z PERRY TECHNICAL INSTITUTE JASON LAMIQUIZ 2011 W WASHINGTON AVE YAKIMA WA 98903 25090768 0 X WWW.PERRYTECH.EDU X 1939 WA TO EDUCATE, EMPOWER AND EQUIP STUDENTS FOR LIFELONG CAREERS IN INDUSTRY. 3 3 204 211 0 0 634778 1395595 18026514 19975185 648442 807740 179040 497596 19488774 22676116 437628 532783 0 0 11116562 11666161 0 0 0 5681078 6571676 17235268 18770620 2253506 3905496 63231959 68339166 7773474 7377117 55458485 60962049 TO FULFILL THE DEMAND FOR HIGHLY SKILLED PROFESSIONALS AS A NATIONALLY RECOGNIZED INSTITUTION KNOWN FOR OUR UNIQUE AND RELEVANT CAREER TRAINING. 0 0 14174283 532783 20467861 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 EXPERIENCE. OVER 800 STUDENTS ARE ENROLLED IN PERRY'S 13 TRAINING PROGRAMS. PERRY COMPLETED THE REACCREDIDATION PROCESS, RESULTING IN FULL ACCREDIDATION WITH NO FINDINGS. 14174283 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 49 0 1 204 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 CATHY STERBENZ VP OF FINANCE AND ADMIN 40.00 1.00 X 159878 0 18569 JASON LAMIQUIZ PRESIDENT 40.00 X 128954 0 21735 NATHAN HULL VP OF ACADEMIC AFFAIRS 40.00 1.00 X 144565 0 17936 RONALD ZIKE INSTRUCTOR 40.00 X 121752 0 16489 JOSH PHILLIPS VP OF INFORMATION TECHNOLOGY 40.00 X 120756 0 25525 ANTHONY NIRK DEPT HEAD INSTRUMENTATION 40.00 X 114004 0 25090 TRESSA SHOCKLEY FOUNDATION DIRECTOR 40.00 X 113431 0 18527 CHRISTINE COTE FORMER PRESIDENT 40.00 1.00 X 140802 0 11929 1044142 0 155800 11 1 1 0 VALLEY TITLE GUARANTEE PO BOX 1625 YAKIMA WA 98907 TITLE TRANSFER 604934 BORARCHITECHTURE PLLC 1320 N 16TH AVE SUITE C YAKIMA WA 98902 CONSTRUCTION 380420 JENZABAR INC PO BOX 845588 BOSTON MA 02284 SOFTWARE 348735 PPC SOLUTIONS INC 18303 E APPLEWAY AVE SPOKANE WA 99016 SECURITY 261753 INLAND FIRE PROTECTION 1100 AHTANUM RD YAKIMA WA 98903 FIRE PROTECTION INSTALLS/INSPECTIONS 230597 5 154094 713753 527748 527748 1395595 TUITION 611519 19709662 19709662 WORK ORDERS 611519 234939 234939 CONTINUING EDUCATION 611519 30584 30584 19975185 774701 774701 4920 0 4920 4920 4920 2228663 47999 2242431 1192 -13768 46807 33039 33039 234080 171029 63051 63051 OTHER INCOME - HIP 900099 255823 255823 ADMIN INCOME 900099 149792 149792 COMMISSION SALES INCOME 611519 24010 24010 429625 22676116 20467861 0 812660 229798 229798 302985 302985 350464 350464 8761092 7144315 1616777 380538 307336 73202 1374924 1099731 275193 799143 633605 165538 1077 1077 81362 81362 100526 100526 449063 70219 378844 109162 27431 81731 240020 21300 218720 590249 14670 575579 137272 111857 25415 29954 14167 15787 58483 58483 1536924 1313453 223471 SUPPLIES 2074586 1991455 83131 BUILDING COSTS 981471 834250 147221 181527 57711 123816 18770620 14174283 4596337 0 11708480 11748300 6368593 9352525 532534 1494890 81337 80123 190053 70294 43082191 20309995 23052609 22772196 20211136 21930295 1087217 890543 63231959 68339166 1361003 1306313 5093180 5123552 1319291 947252 7773474 7377117 X 53939485 59443049 1519000 1519000 55458485 60962049 63231959 68339166 3905496 1598068 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7760008 25000 849857 268337 8366528 7231691 25000 802828 299511 7760008 6996882 25000 532187 322378 7231691 7615071 552955 -883118 288026 6996882 6500918 1384271 270118 7615071 0.00000 0.75000 0.25000 0 1 1 92056 92056 36893366 16456047 20437319 5316166 3853948 1462218 780603 780603 22772196 X PART V, LINE 4: ENDOWMENT FUNDS RAISE FUNDS FOR SCHOLARSHIPS TO PERRY TECHNICAL INSTITUTE STUDENTS AND TO AID IN 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, 2025 AND 2024. 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, 2025 AND 2024. 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) 229798 0 OPERATIONAL FUNDING 1 0 WSDOT STUDENT SERVICES 545 169797 CDL SCHOLARSHIPS 66 132000 CWS PTI MATCHING 11 1188 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 0 0 CATHY STERBENZ VP OF FINANCE AND ADMIN 159878 0 0 0 0 0 9630 0 8939 0 178447 0 0 0 NATHAN HULL VP OF ACADEMIC AFFAIRS 144565 0 0 0 0 0 8690 0 9246 0 162501 0 0 0 CHRISTINE COTE FORMER PRESIDENT 140802 0 0 0 0 0 7525 0 4404 0 152731 0 0 0 JASON LAMIQUIZ PRESIDENT 128954 0 0 0 0 0 7997 0 13738 0 150689 0 0 0 A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2007-10-26 5000000 FOR CONSTRUCTION OF AN EDUCATIONAL FACILITY 0 0 0 A 4052749 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 4 9943 FAIR MARKET VALUE X 1 34000 FAIR MARKET VALUE X PROGRAM EQUIPMENT 26 483805 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