Civic Intelligence

Print Education & Research Foundation

990 • Fiscal year 2017 • EIN 52-1542298

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 05, 2018

Organization ProfileWWW.PSDA.ORG/?PAGE=PERF_BOARD
330 North Wabash No 2000Chicago, IL 60611

(312) 321-5120

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.2%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

6.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

266%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$2,709,021

Up $168,068 (+6.6%) from 2016

Net Assets

Up

$2,691,378

Up $160,866 (+6.4%) from 2016

Liabilities

Up

$17,643

Up $7,202 (+69%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin63rd percentile

Revenue

Up

$171,795

Up $124,802 (+266%) from 2016

Expenses

Up

$157,767

Up $119,417 (+311%) from 2016

Net Income

Up

$14,028

Up $5,385 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,396,214Liabilities 2010: $9,597Net Assets 2010: $2,386,6172010Assets 2011: $2,306,355Liabilities 2011: $12,642Net Assets 2011: $2,293,7132011Assets 2012: $2,425,663Liabilities 2012: $2,702Net Assets 2012: $2,422,9612012Assets 2013: $2,552,271Liabilities 2013: $10,943Net Assets 2013: $2,541,3282013Assets 2014: $2,574,660Liabilities 2014: $10,344Net Assets 2014: $2,564,3162014Assets 2015: $2,439,418Liabilities 2015: $4,330Net Assets 2015: $2,435,0882015Assets 2016: $2,540,953Liabilities 2016: $10,441Net Assets 2016: $2,530,5122016Assets 2017: $2,709,021Liabilities 2017: $17,643Net Assets 2017: $2,691,3782017Assets 2018: $2,680,197Liabilities 2018: $153,707Net Assets 2018: $2,526,4902018Assets 2019: $2,798,912Liabilities 2019: $31,125Net Assets 2019: $2,767,7872019Assets 2020: $2,538,671Liabilities 2020: $35,640Net Assets 2020: $2,503,0312020Assets 2021: $3,059,865Liabilities 2021: $40,105Net Assets 2021: $3,019,7602021Assets 2022: $2,371,213Liabilities 2022: $44,520Net Assets 2022: $2,326,6932022Assets 2023: $2,211,508Liabilities 2023: $10,465Net Assets 2023: $2,201,0432023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$2,709,021
Liabilities$17,643
Net Assets$2,691,378
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $145,6642010Revenue 2011: $117,652Expenses 2011: $157,515Net Income 2011: -$39,8632011Expenses 2012: $43,5552012Expenses 2013: $124,5352013Revenue 2014: $139,369Expenses 2014: $156,360Net Income 2014: -$16,9912014Revenue 2015: $169,362Expenses 2015: $162,696Net Income 2015: $6,6662015Revenue 2016: $46,993Expenses 2016: $38,350Net Income 2016: $8,6432016Revenue 2017: $171,795Expenses 2017: $157,767Net Income 2017: $14,0282017Revenue 2018: $239,854Expenses 2018: $165,959Net Income 2018: $73,8952018Revenue 2019: $125,438Expenses 2019: $33,760Net Income 2019: $91,6782019Revenue 2020: $249,561Expenses 2020: $171,247Net Income 2020: $78,3142020Revenue 2021: $638,818Expenses 2021: $109,800Net Income 2021: $529,0182021Revenue 2022: $139,108Expenses 2022: $235,978Net Income 2022: -$96,8702022Revenue 2023: -$1,248Expenses 2023: $276,763Net Income 2023: -$278,0112023Revenue 2024: $117,052Expenses 2024: $6,226Net Income 2024: $110,8262024

Highlighted filing

2017

Revenue$171,795
Expenses$157,767
Net Income$14,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 5, 2018
Return Version
2016v3.0
Gross Receipts
$604,503
Mission and Program Overview

Mission

Provide research and education for the business document and related communications segment of the printing industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,540,953$2,705,651▲ $164,698
Total Assets$2,540,953$2,709,021▲ $168,068
Other Assets Total$0$3,370▲ $3,370
Liabilities
Other Liabilities$10,441$17,643▲ $7,202
Total Liabilities$10,441$17,643▲ $7,202
Net Assets / Fund Balance
Unrestricted Net Assets$2,530,512$2,691,378▲ $160,866
Total Net Assets Fund Balance$2,530,512$2,691,378▲ $160,866
Total Liabilities and Net Assets / Fund Balance$2,540,953$2,709,021▲ $168,068
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roger BuckChairman
Dan AdkisonTrustee
Ivars SarkansTrustee
Jim KerstinTrustee
Joe WalkupTrustee
Nathan GoldbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$0
Investment Income
$171,495
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$14,028

Audited Revenue Reconciliation

Revenue per Audited Statements
$143,500
Revenue Not Reported on Financial Statements
$28,295
Revenue Not Reported on Form 990
$146,838
Total Revenue per Audited Statements
$290,338
Total Revenue per Form 990
$171,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,970
Other Expenses$35,797
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$121,970--$121,970
Fees for Service Investment Mgmnt Fees-$28,295-$28,295
Fees for Services Accounting-$6,664-$6,664
Fees for Services Legal-$812-$812
Other Expenses-$26-$26
Total Functional Expenses$121,970$35,797$0$157,767

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$157,767
Expenses per Audited Statements$129,472
Total Expenses per Audited Statements$129,472
Expenses Not Reported on Financial Statements$28,295
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Print Services and Distribution AssociationChicago, IL6Educational Programming.$121,970
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$17,643
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation has delegated the management of its daily operations to smithbucklin corporation in chicago. Smithbucklin corporation is a mangement company which manages all aspects of the foundation in accordance with the foundation's bylaws and policies.”

Form 990, Part VI, Section B, Line 11B

“The foundation's form 990 is prepared by independent accountants and provided to the foundation's management and board of trustees prior to being filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to communicate any conflicts of interest as they arise.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Print Education & Research Foundation
EIN
52-1542298
Phone
3123215120
Address
330 NORTH WABASH NO 2000, CHICAGO, IL 60611

Signing Officer

Name
BARBARA O'CONNOR
Title
Executive Vice President
Phone
3123215120
Signed
2018-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BARBARA O'CONNOR
Formed
1987
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Selden Fox Ltd
Address
619 ENTERPRISE DRIVE, OAK BROOK, IL 60523-8835
Preparer
Robert G Wujek
Phone
6309541400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The foundation's board of trustees is responsible for the oversight of the audit and selection of an independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the financial accounting standards board requirements for accounting for uncertain tax positions and has determined they are not required to record a liability for any such positions.”

Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION'S GOVERNING DOCUMENTS DO NOT SPECIFICALLY MENTION THE PRINT SERVICES AND DISTRIBUTION ASSOCIATION (PSDA) AS BEING A SUPPORTED ORGANIZATION. HOWEVER, THE FOUNDATION AND PSDA HAVE A LONG AND CONTINUING RELATIONSHIP. FURTHERMORE, PSDA QUALIFIES AS A 509(A)(2) ORGANIZATION AND THERE ARE SUBSTANTIAL SHARED INTERESTS BETWEEN PSDA AND THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION CONFIRMED PSDA QUALIFIED UNDER SECTION 501(C)(6) AND STATISFIED THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) BASED ON A REVIEW OF THE SUPPORTED ORGANIZATION'S MOST RECENTLY REVIEWED FEDERAL FORM 990, WHICH NOTED PSDA RECEIVED MORE THAN ONE THIRD OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS RELATED TO ITS EXEMPT FUNCTION AND NO MORE THAN ONE-THIRD OF ITS SUPPORT FROM INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION MONITORS THE ACTIVITIES OF PSDA TO ENSURE ALL SUPPORT PROVIDED TO PSDA AS A SUPPORTED ORGANIZATION IS USED FOR PURPOSES DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(C)(2)(B).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE FOUNDATION AND PSDA HAVE SEPARATE BOARDS OF DIRECTORS, WITH TWO BOARD MEMBERS WHO ARE THE SAME AND HAVE VOTING RIGHTS ON BOTH BOARDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE FOUNDATION PROVIDES EDUCATIONAL AND PROGRAM GRANTS TO PSDA IF THE FOUNDATION'S INVESTMENT PRINCIPAL INCREASES DURING THE PRIOR YEAR. THESE GRANTS TOTALED $121,970 IN FISCAL YEAR 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMMING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO SMITHBUCKLIN CORPORATION IN CHICAGO. SMITHBUCKLIN CORPORATION IS A MANGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE FOUNDATION IN ACCORDANCE WITH THE FOUNDATION'S BYLAWS AND POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND PROVIDED TO THE FOUNDATION'S MANAGEMENT AND BOARD OF TRUSTEES PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO COMMUNICATE ANY CONFLICTS OF INTEREST AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,709,021
Liabilities
$17,643
Net assets
$2,691,378
Revenue
$171,795
Expenses
$157,767
Net income
$14,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.01$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.00$0.28$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.04$2.33$0.14$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.04$3.02$0.64$0.11$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.04$2.50$0.25$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.03$2.77$0.13$0.03$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.15$2.53$0.24$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.02$2.69$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.01$2.56$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.01$2.54$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.42$0.04
2011Summary only. Only limited summary data is available for this year.$2.31$0.01$2.29$0.12$0.16$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.01$2.39$0.15