2017-05-11T09:52:41-05:00 2016-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2016-01-01 042911053 PRIMARY SOURCE INC PRIM 6179239933 101 WALNUT STREET WATERTOWN MA 02472 JENNIFER BOYLE EXECUTIVE DIRECTOR 6179239933 2017-05-08 1 CHARLES J WEBB CPA P01584539 5083669100 2017-04-19 64.197.103.66 2017-05-08 16:28:30 ED P BC5926B0E490F04D1ABA71567B078B8614800D21 6D095379B11E9419142C5CE570F93EEB6E803F1B 2016 2021-01-29 14:40:06Z JENNIFER BOYLE 101 WALNUT STREET WATERTOWN MA 02472 1245563 0 X WWW.PRIMARYSOURCE.ORG X 1989 MA PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. 6 6 18 20 0 0 358745 446332 625313 662044 7962 -9314 4679 -3151 996699 1095911 0 0 0 0 1013711 917752 0 0 175135 534387 501576 1548098 1419328 -551399 -323417 686430 347056 23055 25288 663375 321768 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 790831 627887 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. 42154 2132 LIBRARY: THE PRIMARY SOURCE LIBRARY IS AN ESSENTIAL SUPPORTINGCOMPONENT OF ALL OF OUR PROGRAMS AND A RICH RESOURCE FOR K-12EDUCATORS. THE LIBRARY AND ITS WEB PRESENCE ARE AVAIABLE TO ALL;MEMBERS OR TEACHERS IN PARTNER DISTRICTS CAN TAKE ADVANTAGE OF ACIRCULATING COLLECTION OF OVER 6,000 BOOKS; 800 FILM/VIDEO AND OVER 350TEACHER CREATED CIRRICULUM UNITS. 152988 32025 EDUCATIONAL PROGRAM RESEARCH & DEVELOPMENT: TO ENSURE HIGH QUALITY PROGRAMS FOR K-12 TEACHERS, PRIMARY SOURCE CAREFULLY RESEARCHES BEST PRACTICES & CURRENT SCHOLARSHIP IN THE FIELD OF GLOBAL EDUCATION. RESEARCH & RESOURCE DEV ENABLES THE ORG TO CREATE PROGRAMS THAT HELP EDUCATORS INTRODUCE A GLOBAL PERSPECTIVE TO THE CLASSROOM. THROUGHOUT THE YEAR THE STAFF CONDUCTS EVALUATIONS BASED ON PARTICIPANT FEEDBACK, IN ORDER TO INFORM ITS DEVELOPMENT OF FUTURE GLOBAL EDUCATION PROGRAMS. 28137 STUDY TOURS: PRIMARY SOURCE'S STUDY TOURS ARE DESIGNED TO DEEPEN EDUCATORS' KNOWLEDGE ABOUT THE WORLD SO THAT THEY ARE BETTER ABLE TO EDUCATE FOR GLOBAL UNDERSTANDING. PARTICIPANTS TRAVEL TO COUNTRIES IN ASIA, AFRICA, AND LATIN AMERICA WITH OTHER EDUCATORS AND SCHOOL ADMINISTRATORS. THEY VISIT LOCAL SCHOOLS IN ADDITION TO HISTORICAL AND CULTURAL SITES. 28137 1014110 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 46 0 18 1 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JENNIFER BOYLE 6179239933 101 WALNUT STREET WATERTOWN MA 02472 ROSEMARY HOEY-PISANO BOARD CHAIR 5.00 X X 0 0 0 ROSALIE KERR LEFT IN 2016 VICE PRESIDENT 5.00 X X 0 0 0 GERALD E CAMPBELL TREASURER 5.00 X X 0 0 0 KATHERINE FICK LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 CLAUDETTE HUNT LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 ANNE WATT BOARD MEMBER 5.00 X 0 0 0 MATT ZALOSH BOARD MEMBER 5.00 X 0 0 0 SUSAN J GOLDBERG LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 EVELYNE VALLET LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 MORGAN BROWN LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 MIKE MACEWEN BOARD MEMBER 5.00 X 0 0 0 L RAMAKRISHNAN LEFT IN 2016 BOARD MEMBER 5.00 X 0 0 0 NADA JOVANOVIC LEFT IN 2016 DIRECTOR 5.00 X 0 0 0 FARIDA KATHAWALLA LEFT IN 2016 DIRECTOR 5.00 X 0 0 0 WILLIAM FLEMER DIRECTOR 5.00 X 0 0 0 JENNIFER BOYLE EXECUTIVE DIRECTOR 40.00 X 106510 0 14959 106510 0 14959 1 0 0 0 0 42500 403832 446332 PROGRAM SERVICE FEES 611600 662044 662044 662044 2743 2743 127694 139751 -12057 -12057 -12057 6750 42500 9901 -3151 -3151 1095911 662044 0 -12465 X 121469 68023 29152 24294 681824 487809 108062 85953 12555 7031 3013 2511 44024 32671 6506 4847 57880 41410 9173 7297 20613 20613 194840 176706 6607 11527 15834 12302 1612 1920 146983 102628 24017 20338 32510 30417 1313 780 7698 5570 1058 1070 MISCELLANEOUS 59204 43062 8312 7830 PRINTING 23894 6481 10645 6768 1419328 1014110 230083 175135 117156 21796 299077 136828 2848 25048 91183 38366 19015 32718 27207 16419 18486 10788 125471 68318 13194 13194 686430 347056 23055 25288 23055 25288 X 388344 166373 153591 91955 121440 63440 663375 321768 686430 347056 X -323417 15346 -33536 X X 0 1 X 1 0 X 591585 483266 330937 358745 446332 2210865 591585 483266 330937 358745 446332 2210865 521649 1689216 4487 2582 4893 4582 2743 19287 2230152 3411600 0.75740 0.73740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187690 -66482 4908 51272 74844 203365 -11725 -3950 187690 196092 7273 203365 176989 19103 196092 173227 3762 176989 0.00000 0.85000 0.15000 0 0 27207 16419 10788 10788 X 1087622 15346 -23635 -8289 1095911 0 1095911 1429229 9901 9901 1419328 0 1419328 PART V, LINE 4: DURING 2006, PRIMARY SOURCE ESTABLISHED THE "FOUNDERS ENDOWMENT" TO PROVIDE ANNUAL INCOME FOR ITS PROGRAMS. DURING 2016, DONORS THAT HAD MADE $28,000 OF PERMENENTLY RESTRICTED CONTRIBUTIONS IN THE PAST, FORMALLY REMOVED THE RESTRICTION ON THOSE CONTRIBUTIONS. DURING 2016 THE DONORS ALSO REMOVED THE RESTRICTION ON THE TEMPORARILY RESTRICTED EARNINGS ON THESE CONTRIBUTIONS WHICH TOTALED $4,946. DURING 2016 A DONOR WHO HAD PREVIOUSLY MADE A PERMANENTLY RESTRICTED GIFT IN 2006 REQUESTED THAT THE GRANT BE REFUNDED. THE GRANT AND RELATED ACCUMULATED APPRECIATION TOTALED $33,536. 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, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 9,901. ENDOWMENT GIFT REFUNDED -33,536. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 9,901. BENEFIT 49250 42500 6750 8382 200 1319 49250 42500 6750 8382 200 1319 9901 -3151 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 55,701. MANAGEMENT AND GENERAL EXPENSES 6,607. FUNDRAISING EXPENSES 11,027. TOTAL EXPENSES 73,335. CONSULTANTS: PROGRAM SERVICE EXPENSES 121,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 121,505. FORM 990, PART XI, LINE 9: ENDOWMENT GIFT REFUNDED -33,536. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.