BETA

PRIMARY SOURCE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PRIMARY SOURCE INC (EIN 04-2911053)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-08
IRS object ID
201811599349300801
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-08T12:55:53-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042911053EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRIMARY SOURCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRIMBusinessNameControlTxt
Phone6179239933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 PLEASANT STREET 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER BOYLEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6179239933PhoneNum
Signature2018-05-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2018-05-22PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerJENNIFER BOYLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 PLEASANT STREET 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,343,490GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PRIMARYSOURCE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$446,332PYContributionsGrantsAmt
CY Contributions Grants$724,954CYContributionsGrantsAmt
PY Program Service Revenue$662,044PYProgramServiceRevenueAmt
CY Program Service Revenue$586,329CYProgramServiceRevenueAmt
PY Investment Income-$9,314PYInvestmentIncomeAmt
CY Investment Income$22,207CYInvestmentIncomeAmt
PY Other Revenue-$3,151PYOtherRevenueAmt
CY Other Revenue-$360CYOtherRevenueAmt
PY Total Revenue$1,095,911PYTotalRevenueAmt
CY Total Revenue$1,333,130CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$69,090CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$917,752PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$707,806CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$153,239CYTotalFundraisingExpenseAmt
PY Other Expenses$501,576PYOtherExpensesAmt
CY Other Expenses$463,906CYOtherExpensesAmt
PY Total Expenses$1,419,328PYTotalExpensesAmt
CY Total Expenses$1,240,802CYTotalExpensesAmt
PY Revenues Less Expenses-$323,417PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$92,328CYRevenuesLessExpensesAmt
Total Assets BOY$347,056TotalAssetsBOYAmt
Total Assets EOY$435,969TotalAssetsEOYAmt
Total Liabilities BOY$25,288TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,444TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$321,768NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$400,525NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$956,987ExpenseAmt
Grant$69,090GrantAmt
Revenue$586,329RevenueAmt
DescEDUCATIONAL 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.Desc
Total Program Service Expenses$956,987TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document70IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER BOYLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179239933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 PLEASANT STREET 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROSEMARY HOEY-PISANO
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
ROSALIE KERR
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
GERALD E CAMPBELL
TREASURER5.00Yes (X)Yes (X)$0$0$0
ANNE WATT
BOARD MEMBER5.00Yes (X)$0$0$0
MATT ZALOSH
BOARD MEMBER5.00Yes (X)$0$0$0
MIKE MACEWEN
BOARD MEMBER5.00Yes (X)$0$0$0
WILLIAM FLEMER
DIRECTOR5.00Yes (X)$0$0$0
YANFANG SU
DIRECTOR5.00Yes (X)$0$0$0
JENNIFER BOYLE
EXECUTIVE DIRECTOR40.00Yes (X)$111,158$0$18,083
FieldValueIRS element (for citing)
Total Reportable Comp From Org$111,158TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,083TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$40,050FundraisingAmt
Government Grants$161,482GovernmentGrantsAmt
All Other Contributions$523,422AllOtherContributionsAmt
Total Contributions$724,954TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business611600BusinessCd
Total Revenue Column$586,329TotalRevenueColumnAmt
Related Or Exempt Func Income$586,329RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$586,329TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,207TotalRevenueColumnAmt
Exclusion$22,207ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$40,050ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,360FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$360TotalRevenueColumnAmt
Exclusion-$360ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,333,130TotalRevenueColumnAmt
Related Or Exempt Func Income$586,329RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,847ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$69,090TotalAmt
Program Services$69,090ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$129,241TotalAmt
Program Services$72,375ProgramServicesAmt
Management And General$31,018ManagementAndGeneralAmt
Fundraising$25,848FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$490,396TotalAmt
Program Services$379,110ProgramServicesAmt
Management And General$39,724ManagementAndGeneralAmt
Fundraising$71,562FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,116TotalAmt
Program Services$7,721ProgramServicesAmt
Management And General$2,397ManagementAndGeneralAmt
Fundraising$1,998FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,134TotalAmt
Program Services$24,586ProgramServicesAmt
Management And General$1,300ManagementAndGeneralAmt
Fundraising$4,248FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,919TotalAmt
Program Services$35,499ProgramServicesAmt
Management And General$3,720ManagementAndGeneralAmt
Fundraising$6,700FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,190TotalAmt
Management And General$21,190ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$177,932TotalAmt
Program Services$159,734ProgramServicesAmt
Management And General$7,355ManagementAndGeneralAmt
Fundraising$10,843FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,196TotalAmt
Program Services$7,976ProgramServicesAmt
Management And General$598ManagementAndGeneralAmt
Fundraising$2,622FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$135,860TotalAmt
Program Services$99,832ProgramServicesAmt
Management And General$14,772ManagementAndGeneralAmt
Fundraising$21,256FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,106TotalAmt
Program Services$19,591ProgramServicesAmt
Management And General$510ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,698TotalAmt
Program Services$5,594ProgramServicesAmt
Management And General$929ManagementAndGeneralAmt
Fundraising$1,175FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$77,498$64,922$7,063$5,513
PRINTING$12,426$10,957$1,469

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,240,802TotalAmt
Program Services$956,987ProgramServicesAmt
Management And General$130,576ManagementAndGeneralAmt
Fundraising$153,239FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,796BOYAmt
EOY$11,975EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$136,828BOYAmt
EOY$119,147EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,048BOYAmt
EOY$239,100EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,366BOYAmt
EOY$46,252EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,718BOYAmt
EOY$3,211EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$27,207LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,117LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,788BOYAmt
EOY$3,090EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,318BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,194BOYAmt
EOY$13,194EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$347,056BOYAmt
EOY$435,969EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,288BOYAmt
EOY$35,444EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,288BOYAmt
EOY$35,444EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$166,373BOYAmt
EOY$223,376EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,955BOYAmt
EOY$113,709EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,440BOYAmt
EOY$63,440EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$321,768BOYAmt
EOY$400,525EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$347,056BOYAmt
EOY$435,969EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$92,328ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,571NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$483,266CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$358,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$446,332CurrentTaxYearMinus1YearAmt
Current Tax Year$724,954CurrentTaxYearAmt
Total$2,344,234TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$483,266CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$358,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$446,332CurrentTaxYearMinus1YearAmt
Current Tax Year$724,954CurrentTaxYearAmt
Total$2,344,234TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$397,637SubstantialContributorsTotAmt
Public Support Total170$1,946,597PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,893CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,582CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,743CurrentTaxYearMinus1YearAmt
Current Tax Year$22,207CurrentTaxYearAmt
Total$37,007TotalAmt
FieldValueIRS element (for citing)
Total Support$2,381,241TotalSupportAmt
Gross Receipts Rltd Activities$3,285,534GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81750PublicSupportCY170Pct
Public Support PY1700.75740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,844BeginningYearBalanceAmt
Investment Earnings Or Losses$8,636InvestmentEarningsOrLossesAmt
Other Expenditures$18,882OtherExpendituresAmt
End Year Balance$64,598EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$187,690BeginningYearBalanceAmt
Contributions-$66,482ContributionsAmt
Investment Earnings Or Losses$4,908InvestmentEarningsOrLossesAmt
Other Expenditures$51,272OtherExpendituresAmt
End Year Balance$74,844EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$203,365BeginningYearBalanceAmt
Contributions-$11,725ContributionsAmt
Investment Earnings Or Losses-$3,950InvestmentEarningsOrLossesAmt
End Year Balance$187,690EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,092BeginningYearBalanceAmt
Investment Earnings Or Losses$7,273InvestmentEarningsOrLossesAmt
End Year Balance$203,365EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$176,989BeginningYearBalanceAmt
Investment Earnings Or Losses$19,103InvestmentEarningsOrLossesAmt
End Year Balance$196,092EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01790TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,207OtherCostOrOtherBasisAmt
Depreciation$24,117DepreciationAmt
Book Value$3,090BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,090TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,329,919TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,571NetUnrealizedGainsInvstAmt
Other Revenue$10,360OtherRevenueAmt
Revenue Not Reported-$3,211RevenueNotReportedAmt
Revenue Subtotal$1,333,130RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,333,130TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,251,162TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$10,360OtherExpensesIncludedAmt
Expenses Not Reported$10,360ExpensesNotReportedAmt
Expenses Subtotal$1,240,802ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,240,802TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2017. 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 10,360.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 10,360.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BENEFITEvent1Nm
Gross Receipts Event1$50,050GrossReceiptsEvent1Amt
Charitable Contri Event1$40,050CharitableContriEvent1Amt
Gross Revenue Event1$10,000GrossRevenueEvent1Amt
Food And Beverage Event1$7,866FoodAndBeverageEvent1Amt
Entertainment Event1$1,000EntertainmentEvent1Amt
Other Direct Expenses Event1$1,494OtherDirectExpensesEvent1Amt
Gross Receipts Total$50,050GrossReceiptsTotalAmt
Charitable Contributions Tot$40,050CharitableContributionsTotAmt
Gross Revenue Total Events$10,000GrossRevenueTotalEventsAmt
Food And Beverage Total Events$7,866FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,494OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,360DirectExpenseSummaryEventsAmt
Net Income Summary-$360NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypePROGRAM PARTICIPANT STIPENDGrantTypeTxt
Recipient36RecipientCnt
Cash Grant$69,090CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTIPENDS ARE GIVEN TO PARTICIPANTS BASED ON THEIR COMMITMENT TO AND THEIR PARTICIPATION IN RELEVANT PROGRAMING.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CBOARD 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 15AAN ANNUAL REVIEW AND EVALUATION COMPLETED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19PRIMARY SOURCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 48,771. MANAGEMENT AND GENERAL EXPENSES 7,355. FUNDRAISING EXPENSES 10,343. TOTAL EXPENSES 66,469. CONSULTANTS: PROGRAM SERVICE EXPENSES 110,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 111,463.
FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS:THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

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