Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
990 • Fiscal year 2021 • EIN 52-1542298
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
Liabilities / Revenue
44th percentile
Higher debt load relative to revenue than 44% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Assets
Up$3,059,865
Up $521,194 (+21%) from 2020
Net Assets
Up$3,019,760
Up $516,729 (+21%) from 2020
Liabilities
Up$40,105
Up $4,465 (+13%) from 2020
Revenue
Up$638,818
Up $389,257 (+156%) from 2020
Expenses
Down$109,800
Down $61,447 (-36%) from 2020
Net Income
Up$529,018
Up $450,704 (+576%) from 2020
Provide research and education for the business document and related communications segment of the printing industry.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,534,291 | $3,057,798 | ▲ $523,507 |
| Total Assets | $2,538,671 | $3,059,865 | ▲ $521,194 |
| Other Assets Total | $4,380 | $2,067 | ▼ $2,313 |
| Liabilities | |||
| Other Liabilities | $35,640 | $40,105 | ▲ $4,465 |
| Total Liabilities | $35,640 | $40,105 | ▲ $4,465 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,503,031 | $3,019,760 | ▲ $516,729 |
| Total Net Assets Fund Balance | $2,503,031 | $3,019,760 | ▲ $516,729 |
| Total Liabilities and Net Assets / Fund Balance | $2,538,671 | $3,059,865 | ▲ $521,194 |
| Name | Title |
|---|---|
| Roger Buck | Chairman |
| Adam Mcneill | Trustee |
| Dana Zezzo | Trustee |
| Greg Gill | Trustee |
| Jim Kersten | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $74,255 |
| Other Expenses | $35,545 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $74,255 | - | - | $74,255 |
| Fees for Service Investment Mgmnt Fees | - | $30,930 | - | $30,930 |
| Fees for Services Accounting | - | $4,600 | - | $4,600 |
| Other Expenses | - | $15 | - | $15 |
| Total Functional Expenses | $74,255 | $35,545 | $0 | $109,800 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $109,800 |
| Expenses per Audited Statements | $78,870 |
| Total Expenses per Audited Statements | $78,870 |
| Expenses Not Reported on Financial Statements | $30,930 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Print Services and Distribution Association | Chicago, IL | 501(c)(6) | Educational Programming | $74,255 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Related Party | $40,105 |
“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.”
“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.”
“Board members are required to communicate any conflicts of interest as they arise.”
“The foundation's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”
“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.”
“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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE RESEARCH AND EDUCATION FOR THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY. |
| IRS990/AllOtherContributionsAmt | 0 | 150 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SMITHBUCLKLIN CORPORATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3123215120 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 330 NORTH WABASH SUITE 2000 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CHICAGO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60611 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 150 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 74255 |
| IRS990/CYInvestmentIncomeAmt | 0 | 638668 |
| IRS990/CYOtherExpensesAmt | 0 | 35545 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 529018 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 109800 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 638818 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 74255 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 4600 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 4600 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 30930 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 30930 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ROGER BUCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GREG GILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JIM KERSTEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ADAM MCNEILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DANA ZEZZO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1987 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 558524 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 74255 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 74255 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 74255 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2191872 |
| IRS990/GrossReceiptsAmt | 0 | 2272166 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 80144 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 80144 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2534291 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 3057798 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1633348 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE RESEARCH AND EDUCATION FOR THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2503031 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3019760 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 558524 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 558524 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -12289 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2503031 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3019760 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 4380 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2067 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 15 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 35640 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 40105 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MATT BRUNO |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 139946 |
| IRS990/PYInvestmentIncomeAmt | 0 | 249561 |
| IRS990/PYOtherExpensesAmt | 0 | 31301 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 78314 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 171247 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 249561 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 529018 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE 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/ExplanationTxt | 1 | THE 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/ExplanationTxt | 2 | 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). |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | THE 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/ExplanationTxt | 4 | THE FOUNDATION TYPICALLY PROVIDES EDUCATIONAL AND PROGRAM GRANTS TO PSDA FOR APPROVED ACTIVITIES WHEN THE FOUNDATION'S INVESTMENT PRINCIPAL INCREASES DURING THE PRIOR YEAR. THESE GRANTS TOTALED $74,255 FOR THE FISCAL YEAR ENDING OCTOBER 31, 2021. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION A, LINE 1: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION A, LINE 3B: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | PART IV, SECTION A, LINE 3C: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | PART IV, SECTION D, LINE 2: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 4 | PART IV, SECTION E, LINE 2A: |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 590784548 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 74255 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | PRINT SERVICES AND DISTRIBUTION ASSOCIATION |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 74255 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 30930 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 78870 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 30930 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 30930 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -12289 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 40105 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO RELATED PARTY |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -12289 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 30930 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 607888 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 109800 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 40105 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 638818 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 595599 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 78870 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 74255 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | EDUCATIONAL PROGRAMMING |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | PRINT SERVICES AND DISTRIBUTION ASSOCIATION |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 590784548 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 330 NORTH WABASH SUITE 2000 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | CHICAGO |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 60611 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | ALL 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/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BOARD MEMBERS ARE REQUIRED TO COMMUNICATE ANY CONFLICTS OF INTEREST AS THEY ARISE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XII, LINE 2C |
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| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | CASH PROVIDED |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 2 | NET EXPENSES PAID |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | PRINT SERVICES & DISTRIBUTION ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 2 | PRINT SERVICES & DISTRIBUTION ASSOCIATION |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | E |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 2 | P |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3059865 |
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| IRS990/TotalContributionsAmt | 0 | 150 |
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| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 74255 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 109800 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 35640 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 40105 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 35640 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 40105 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3019760 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 74255 |
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| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 638818 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 5 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3059865 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
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| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 330 NORTH WABASH NO 2000 |
| IRS990/USAddress/CityNm | 0 | CHICAGO |
| IRS990/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/USAddress/ZIPCd | 0 | 60611 |
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| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | BRANDCHAINCOMMUNITY.ORG/PAGE/PERF_BOARD |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATT BRUNO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3123215120 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-06-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PRINT EDUCATION & RESEARCH FOUNDATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | (PERF) |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PRIN |
| ReturnHeader/Filer/EIN | 0 | 521542298 |
| ReturnHeader/Filer/PhoneNum | 0 | 3123215120 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 330 NORTH WABASH NO 2000 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60611 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 362985770 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SELDEN FOX LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 619 ENTERPRISE DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OAK BROOK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 605238835 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6309541400 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.