2019-06-26T12:17:57-05:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-01-01 042911053 PRIMARY SOURCE INC PRIM 6179239933 63 PLEASANT STREET 2ND FLOOR WATERTOWN MA 02472 JENNIFER NIGRO EXECUTIVE DIRECTOR 6179239933 2019-06-18 1 CHARLES J WEBB CPA P01584539 5083669100 2019-06-18 64.238.141.162 2019-06-18 13:28:34 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA 00AC68185A21F79280EE8D14E69A55E23ABC417D 2018 2020-03-31 21:24:44Z JENNIFER NIGRO 63 PLEASANT STREET 2ND FLOOR WATERTOWN MA 02472 931196 0 X WWW.PRIMARYSOURCE.ORG X 1989 MA PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. 8 8 13 10 0 0 724954 395049 586329 519188 22207 -2526 -360 4612 1333130 916323 69090 0 0 0 707806 605424 0 0 119069 463906 294229 1240802 899653 92328 16670 435969 437925 35444 20730 400525 417195 X THE GOAL OF THE AGENCY IS TO PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS. IN PARTNERSHIP WITH TEACHERS, SCHOLARS, AND THE BROADER COMMUNITY, THE AGENCY PROVIDES LEARNING OPPORTUNITIES AND CURRICULUM RESOURCES FOR K-12 EDUCATORS. BY INTRODUCING GLOBAL CONTENT, THE AGENCY SHAPES THE WAY TEACHERS AND STUDENTS LEARN, SO THAT THEIR KNOWLEDGE IS DEEPER AND THEIR THINKING IS FLEXIBLE AND OPEN TO INQUIRY. PRIMARY SOURCE HAS PARTNERSHIP CONTRACTS WITH 50 SCHOOLS AND SCHOOL DISTRICTS FOR PROFESSIONAL DEVELOPMENT PROGRAMS IN HISTORY AND HUMANITIES. 0 0 658615 519188 EDUCATIONAL PROGRAMS: OUR PROFESSIONAL DEVELOPMENT OPPORTUNITIES INCLUDE SUMMER INSTITUTES, SEMINARS, WORKSHOPS, CONFERENCES, AND CURRICULUM DEVELOPMENT. PROGRAMS ARE BUILT AROUND PARTICIPATION BY SCHOLARS AND EXPERT TEACHERS, FOSTERING AN INTELLECTUAL EXCHANGE THAT ACKNOWLEDGES THE PIVOTAL ROLE TEACHERS PLAY IN THE CREATION OF AN AWARE AND KNOWLEDGEABLE PUBLIC. TEACHERS CAN OBTAIN PROFESSIONAL DEVELOPMENT POINTS FOR ALL OUR PROGRAMS AND SOME ALSO OFFER GRADUATE CREDIT. DISTRIBUTION OF EDUCATIONAL MATERIALS: PRIMARY SOURCE PUBLISHES CURRICULUM RESOURCES THAT EXPAND TEACHERS' KNOWLEDGE ABOUT THE HISTORY & CULTURE OF DIVERSE PEOPLES & REGIONS OF THE WORLD. THE PRIMARY SOURCE WEBSITE & E-NEWSLETTER PROVIDE A WEB-BASED FORUM TO DISTRIBUTE EDUCATIONAL RESOURCES AND UPDATE TEACHERS ABOUT LEARNING OPPORTUNITIES. 658615 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JENNIFER NIGRO 6179239933 63 PLEASANT STREET 2ND FLOOR WATERTOWN MA 02472 ROSEMARY HOEY-PISANO BOARD CHAIR 5.00 X X 0 0 0 ROSALIE KERR VICE PRESIDENT 5.00 X X 0 0 0 GERALD E CAMPBELL TREASURER 5.00 X X 0 0 0 ANNE WATT DIRECTOR 5.00 X 0 0 0 MATT ZALOSH DIRECTOR 5.00 X 0 0 0 MIKE MACEWEN DIRECTOR 5.00 X 0 0 0 WILLIAM FLEMER DIRECTOR 5.00 X 0 0 0 YANFANG SU DIRECTOR 5.00 X 0 0 0 JENNIFER NIGRO EXECUTIVE DIRECTOR 40.00 X 123413 0 4367 123413 0 4367 1 0 0 0 0 28730 366319 395049 PROGRAM SERVICE FEES 611600 519188 519188 519188 564 564 3090 -3090 -3090 -3090 16395 28730 11783 4612 4612 916323 519188 0 2086 X 127780 70279 31945 25556 403561 319171 30839 53551 31829 24337 2287 5205 42254 31034 4947 6273 24762 24762 142737 124451 7409 10877 21873 13649 4454 3770 47271 32333 7369 7569 5711 5198 88 425 MISCELLANEOUS 51875 38163 7869 5843 899653 658615 121969 119069 11975 73686 119147 82580 239100 140000 46252 91869 3211 9741 20010 20010 3090 0 34662 13194 5387 435969 437925 35444 20730 35444 20730 X 223376 207782 113709 176473 63440 32940 400525 417195 435969 437925 16670 0 X X 0 1 X 1 0 X 330937 358745 446332 724954 395049 2256017 330937 358745 446332 724954 395049 2256017 296217 1959800 4893 4582 2743 22207 564 34989 2291006 3110495 0.85540 0.81750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64598 -30500 564 34662 74844 8636 18882 64598 187690 -66482 4908 51272 74844 203365 -11725 -3950 187690 196092 7273 203365 0.95030 0.04970 0 0 20010 20010 0 0 X 928106 11783 11783 916323 0 916323 911436 11783 11783 899653 0 899653 PART V, LINE 4: DURING 2006, PRIMARY SOURCE ESTABLISHED THE "FOUNDERS ENDOWMENT" TO PROVIDE ANNUAL INCOME FOR ITS PROGRAMS. PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2018. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 11,783. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 11,783. BENEFIT 45125 28730 16395 1400 8708 300 1375 45125 28730 16395 1400 8708 300 1375 11783 4612 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SENT TO THE FINANCE COMMITTEE FOR REVIEW AND IS THEN FORWARDED ON TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON CONFLICT OF INTEREST POLICIES ANNUALLY. THESE ARE MAINTAINED BY THE HR AND ADMINISTRATION OFFICE. ONCE NEW MEMBERS HAVE BEEN ADDED TO THE BOARD, THEY ARE REQUIRED TO FILL OUT AND SIGN A CONFLICT OF INTEREST POLICY. THE SECRETARY OF THE BOARD ENSURES THAT ALL MEMBERS HAVE SIGNED OFF ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL REVIEW AND EVALUATION COMPLETED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 PRIMARY SOURCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 45,739. MANAGEMENT AND GENERAL EXPENSES 7,409. FUNDRAISING EXPENSES 10,877. TOTAL EXPENSES 64,025. CONSULTANTS: PROGRAM SERVICE EXPENSES 78,712. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,712. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.