PRIMARY SOURCE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PRIMARY SOURCE INC (EIN 04-2911053)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201542269349302349
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T12:39:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042911053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMARY SOURCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 6179239933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BOYLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6179239933 | PhoneNum |
| Signature | 2015-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2015-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER BOYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,641,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRIMARYSOURCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $483,266 | PYContributionsGrantsAmt |
| CY Contributions Grants | $330,937 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $694,227 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $717,621 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,860 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,005 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,484 | PYOtherRevenueAmt |
| CY Other Revenue | $51,347 | CYOtherRevenueAmt |
| PY Total Revenue | $1,221,837 | PYTotalRevenueAmt |
| CY Total Revenue | $1,107,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $898,187 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $867,764 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,833 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $657,742 | PYOtherExpensesAmt |
| CY Other Expenses | $548,755 | CYOtherExpensesAmt |
| PY Total Expenses | $1,555,929 | PYTotalExpensesAmt |
| CY Total Expenses | $1,416,519 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$334,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$308,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,584,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,271,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,299 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,538,295 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,228,954 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $713,339 | ExpenseAmt |
| Revenue | $637,879 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $112,324 | ExpenseAmt |
| Revenue | $53,330 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $145,283 | ExpenseAmt |
| Revenue | $23,200 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,510 | ExpenseAmt |
| Revenue | $3,212 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $46,510 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,212 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,017,456 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BOYLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179239933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROSEMARY HOEY-PISANO | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSALIE KERR | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GERALD E CAMPBELL | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHERINE FICK | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDETTE HUNT | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE WATT | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MATT ZALOSH | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN J GOLDBERG | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE PALMER | ||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EVELYNE VALLET | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MORGAN BROWN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MACEWEN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LALITHA RAMAKRISHNAN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA DE LA TORRE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $78,884 | $0 | $11,557 | |
| KATHERINE MOMBOURQUETTE | ||||||
| FIN. ADMIN. (THRU JAN. 2014) | 40.00 | Yes (X) | $5,096 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $83,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,557 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $113,841 | FundraisingAmt |
| Government Grants | $9,418 | GovernmentGrantsAmt |
| All Other Contributions | $207,678 | AllOtherContributionsAmt |
| Noncash Contributions | $10,355 | NoncashContributionsAmt |
| Total Contributions | $330,937 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $717,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $717,621 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $717,621 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,893 | TotalRevenueColumnAmt |
| Exclusion | $4,893 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $506,059 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $502,947 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,112 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,112 | TotalRevenueColumnAmt |
| Exclusion | $3,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,710 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $113,841 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,363 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,347 | TotalRevenueColumnAmt |
| Exclusion | $51,347 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,107,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $717,621 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,352 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,125 | TotalAmt |
| Program Services | $42,627 | ProgramServicesAmt |
| Management And General | $37,823 | ManagementAndGeneralAmt |
| Fundraising | $17,675 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,745 | TotalAmt |
| Program Services | $456,602 | ProgramServicesAmt |
| Management And General | $100,111 | ManagementAndGeneralAmt |
| Fundraising | $85,032 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,564 | TotalAmt |
| Program Services | $3,854 | ProgramServicesAmt |
| Management And General | $3,083 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,614 | TotalAmt |
| Program Services | $47,745 | ProgramServicesAmt |
| Management And General | $8,136 | ManagementAndGeneralAmt |
| Fundraising | $7,733 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,716 | TotalAmt |
| Program Services | $37,793 | ProgramServicesAmt |
| Management And General | $10,234 | ManagementAndGeneralAmt |
| Fundraising | $7,689 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,018 | TotalAmt |
| Program Services | $95,518 | ProgramServicesAmt |
| Fundraising | $500 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,675 | TotalAmt |
| Management And General | $20,675 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,050 | TotalAmt |
| Program Services | $96,135 | ProgramServicesAmt |
| Management And General | $5,356 | ManagementAndGeneralAmt |
| Fundraising | $19,559 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,159 | TotalAmt |
| Program Services | $14,031 | ProgramServicesAmt |
| Management And General | $2,652 | ManagementAndGeneralAmt |
| Fundraising | $2,476 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,000 | TotalAmt |
| Program Services | $91,573 | ProgramServicesAmt |
| Management And General | $24,796 | ManagementAndGeneralAmt |
| Fundraising | $18,631 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,970 | TotalAmt |
| Program Services | $87,027 | ProgramServicesAmt |
| Management And General | $1,817 | ManagementAndGeneralAmt |
| Fundraising | $4,126 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669 | TotalAmt |
| Program Services | $454 | ProgramServicesAmt |
| Management And General | $123 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $41,711 | $29,510 | $6,475 | $5,726 |
| PRINTING | $21,503 | $14,587 | $3,949 | $2,967 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,519 | TotalAmt |
| Program Services | $1,017,456 | ProgramServicesAmt |
| Management And General | $225,230 | ManagementAndGeneralAmt |
| Fundraising | $173,833 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,873 | BOYAmt |
| EOY | $384,762 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,461 | BOYAmt |
| EOY | $445,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,633 | BOYAmt |
| EOY | $56,948 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,950 | BOYAmt |
| EOY | $116,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,460 | BOYAmt |
| EOY | $33,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $26,538 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,282 | BOYAmt |
| EOY | $193,625 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,194 | BOYAmt |
| EOY | $13,194 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,853 | BOYAmt |
| EOY | $1,271,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,558 | BOYAmt |
| EOY | $42,299 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,558 | BOYAmt |
| EOY | $42,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,873 | BOYAmt |
| EOY | $949,181 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,257 | BOYAmt |
| EOY | $146,608 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,165 | BOYAmt |
| EOY | $133,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,538,295 | BOYAmt |
| EOY | $1,228,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,853 | BOYAmt |
| EOY | $1,271,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$308,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$732 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,312,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $673,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $591,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $483,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,937 | CurrentTaxYearAmt |
| Total | $3,392,084 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,312,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $673,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $591,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $483,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,937 | CurrentTaxYearAmt |
| Total | $3,392,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,338,761 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,053,323 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,893 | CurrentTaxYearAmt |
| Total | $26,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,418,984 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,769,768 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,092 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,273 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $203,365 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,103 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $196,092 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,762 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $176,989 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,743 | BeginningYearBalanceAmt |
| Contributions | $8,750 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,266 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $173,227 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,403 | BeginningYearBalanceAmt |
| Contributions | $49,593 | ContributionsAmt |
| Investment Earnings Or Losses | $747 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $165,743 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25120 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,638 | DepreciationAmt |
| Book Value | $26,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,538 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,137,541 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$732 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $30,363 | OtherRevenueAmt |
| Revenue Not Reported | $29,631 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,107,910 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,107,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,446,882 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $30,363 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,363 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,416,519 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,416,519 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $189,321 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $113,791 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,530 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,915 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,148 | FoodAndBeverageEvent1Amt |
| Event2 | DINNER SERIES | Event2Nm |
| Gross Receipts Event2 | $6,230 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $50 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,180 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $200 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,100 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $195,551 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $113,841 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $81,710 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,115 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,248 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $30,363 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,347 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 XII, LINE 2C OVERSIGHT PROCESS: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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