Civic Intelligence

Print Education & Research Foundation

990 • Fiscal year 2020 • EIN 52-1542298

Nov 01, 2019 to Oct 31, 2020 • Filed on Feb 22, 2021

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.14x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.3%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,538,671

Down $260,241 (-9.3%) from 2019

Net Assets

Down

$2,503,031

Down $264,756 (-9.6%) from 2019

Liabilities

Up

$35,640

Up $4,515 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin82nd percentile

Revenue

Up

$249,561

Up $124,123 (+99%) from 2019

Expenses

Up

$171,247

Up $137,487 (+407%) from 2019

Net Income

Down

$78,314

Down $13,364 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2020

Assets$2,538,671
Liabilities$35,640
Net Assets$2,503,031
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$249,561
Expenses$171,247
Net Income$78,314
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Feb 22, 2021
Return Version
2019v5.2
Gross Receipts
$938,136
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$2,794,195$2,534,291▼ $259,904
Total Assets$2,798,912$2,538,671▼ $260,241
Other Assets Total$4,717$4,380▼ $337
Liabilities
Other Liabilities$31,125$35,640▲ $4,515
Total Liabilities$31,125$35,640▲ $4,515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,767,787$2,503,031▼ $264,756
Total Net Assets Fund Balance$2,767,787$2,503,031▼ $264,756
Total Liabilities and Net Assets / Fund Balance$2,798,912$2,538,671▼ $260,241
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Roger BuckChairman
Adam McneillTrustee
Andrew AlfordTrustee
Dana ZezzoTrustee
Jim KerstenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$249,561
Other Revenue
$0
Change in Net Assets
$78,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$222,775
Revenue Not Reported on Financial Statements
$26,786
Revenue Not Reported on Form 990
$-343,070
Total Revenue per Audited Statements
$-120,295
Total Revenue per Form 990
$249,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,946
Other Expenses$31,301
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$139,946--$139,946
Fees for Service Investment Mgmnt Fees-$26,786-$26,786
Fees for Services Accounting-$4,500-$4,500
Other Expenses-$15-$15
Total Functional Expenses$139,946$31,301$0$171,247

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$171,247
Expenses per Audited Statements$144,461
Total Expenses per Audited Statements$144,461
Expenses Not Reported on Financial Statements$26,786
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Print Services and Distribution AssociationChicago, IL501(c)(6)Educational Programming$139,946
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$35,640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Matt Bruno
Title
Executive Vice President
Phone
3123215120
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Bruno
Formed
1987
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

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 402 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE RESEARCH AND EDUCATION FOR THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SMITHBUCLKLIN CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum03123215120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 NORTH WABASH SUITE 2000
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060611
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0139946
IRS990/CYInvestmentIncomeAmt0249561
IRS990/CYOtherExpensesAmt031301
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt078314
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0171247
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0249561
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE FOUNDATION FOSTERS PROFICIENCY AND PROFESSIONALISM WITHIN THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY THROUGH EDUCATION, RESEARCH AND DEVELOPMENT, INCLUDING MARKET RESEARCH, CONSUMER AWARENESS, AND AIDING TECHINICAL DEVELOPMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0139946
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04500
IRS990/FeesForServicesAccountingGrp/TotalAmt04500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026786
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026786
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW ALFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM KERSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3ADAM MCNEILL
IRS990/Form990PartVIISectionAGrp/PersonNm4DANA ZEZZO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0169370
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0139946
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0139946
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0139946
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0857945
IRS990/GrossReceiptsAmt0938136
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt080191
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080191
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02794195
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02534291
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0688575
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE RESEARCH AND EDUCATION FOR THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02767787
IRS990/NetAssetsOrFundBalancesEOYAmt02503031
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0169370
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0169370
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-343070
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02767787
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02503031
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04717
IRS990/OtherAssetsTotalGrp/EOYAmt04380
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015
IRS990/OtherExpensesGrp/TotalAmt015
IRS990/OtherLiabilitiesGrp/BOYAmt031125
IRS990/OtherLiabilitiesGrp/EOYAmt035640
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATT BRUNO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0125388
IRS990/PYOtherExpensesAmt033760
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt091678
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt033760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0125438
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt078314
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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 ONE BOARD MEMBER WHO IS THE SAME AND HAS 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 $139,946 FOR THE FISCAL YEAR ENDING OCTOBER 31, 2020.
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
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590784548
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0139946
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRINT SERVICES AND DISTRIBUTION ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0139946
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt026786
IRS990ScheduleD/ExpensesSubtotalAmt0144461
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt026786
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026786
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-343070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt0-343070
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026786
IRS990ScheduleD/RevenueSubtotalAmt0222775
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0171247
IRS990ScheduleD/TotalLiabilityAmt035640
IRS990ScheduleD/TotalRevenuePerForm990Amt0249561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-120295
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0144461
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0139946
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMMING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PRINT SERVICES AND DISTRIBUTION ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0590784548
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0330 NORTH WABASH SUITE 2000
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060611
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FOUNDATION GRANTS ARE MADE TO THE PRINT SERVICES AND DISTRIBUTION ASSOCIATION (PSDA). 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. THE 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).
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590784548
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRADE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0330 N WABASH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0139946
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt135640
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt24515
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2NET EXPENSES PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02798912
IRS990/TotalAssetsEOYAmt02538671
IRS990/TotalAssetsGrp/BOYAmt02798912
IRS990/TotalAssetsGrp/EOYAmt02538671
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139946
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031125
IRS990/TotalLiabilitiesEOYAmt035640
IRS990/TotalLiabilitiesGrp/BOYAmt031125
IRS990/TotalLiabilitiesGrp/EOYAmt035640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02767787
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02503031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0139946
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0249561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0249561
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02798912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02538671
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 NORTH WABASH NO 2000
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060611
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PSDA.ORG/?PAGE=PERF_BOARD
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT BRUNO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03123215120
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRINT EDUCATION & RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(PERF)
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0521542298
ReturnHeader/Filer/PhoneNum03123215120
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 NORTH WABASH NO 2000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0619 ENTERPRISE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605238835
ReturnHeader/PreparerPersonGrp/PhoneNum06309541400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G WUJEK
ReturnHeader/ReturnTs02021-02-26T12:49:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-11-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,538,671
Liabilities
$35,640
Net assets
$2,503,031
Revenue
$249,561
Expenses
$171,247
Net income
$78,314
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