2014-10-15T13:24:33-05:00 2013-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-01-01 042911053 PRIMARY SOURCE INC PRIM 6179239933 101 WALNUT STREET WATERTOWN MA 02472 JULIA DE LA TORRE EXECUTIVE DIRECTOR 6179239933 2014-10-08 1 JOHN BUCKLEY CPA P00830631 5083669100 2014-10-07 2013 2015-11-30 17:44:51Z JULIA DE LA TORRE 101 WALNUT STREET WATERTOWN MA 02472 1745023 0 X WWW.PRIMARYSOURCE.ORG X 1989 MA PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. 13 13 18 10 0 0 591585 483266 712395 694227 5197 4860 17120 39484 1326297 1221837 0 0 0 0 963807 898187 0 0 72110 653348 657742 1617155 1555929 -290858 -334092 1920824 1584853 63517 46558 1857307 1538295 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 779003 609987 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. 252234 43051 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. 183334 40570 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. 41611 619 LIBRARY: THE PRIMARY SOURCE LIBRARY IS AN ESSENTIAL SUPPORTING COMPONENT OF ALL OF OUR PROGRAMS AND A RICH RESOURCE FOR K-12 EDUCATORS. THE LIBRARY AND ITS WEB PRESENCE ARE AVAIABLE TO ALL; MEMBERS OR TEACHERS IN PARTNER DISTRICTS CAN TAKE ADVANTAGE OF A CIRCULATING COLLECTION OF OVER 6,000 BOOKS; 800 FILM/VIDEO AND OVER 350 TEACHER CREATED CIRRICULUM UNITS. 41611 619 1256182 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 70 0 18 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X JULIA DE LA TORRE 6179239933 101 WALNUT STREET WATERTOWN MA 02472 ROSEMARY HOEY-PISANO PRESIDENT 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 KATHERINE FICK BOARD MEMBER 5.00 X 0 0 0 CLAUDETTE HUNT 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 BOARD MEMBER 5.00 X 0 0 0 DIANE PALMER CLERK 5.00 X X 0 0 0 EVELYNE VALLET BOARD MEMBER 5.00 X 0 0 0 MORGAN BROWN BOARD MEMBER 5.00 X 0 0 0 MIKE MACEWEN BOARD MEMBER 5.00 X 0 0 0 LALITHA RAMAKRISHNAN BOARD MEMBER 5.00 X 0 0 0 JULIA DE LA TORRE EXECUTIVE DIRECTOR 40.00 X 89122 0 2851 KATHERINE MOMBOURQUETTE FINANCE ADMINISTRATOR 40.00 X 53411 0 1131 142533 0 3982 0 0 0 0 0 39534 165879 277853 13213 483266 PROGRAM SERVICE FEES 611600 694227 694227 694227 2582 2582 506059 503781 2278 2278 2278 58889 39534 19405 39484 39484 1221837 694227 0 44344 147282 72759 56099 18424 617302 533109 53812 30381 12822 10177 1832 813 62595 50678 8265 3652 58186 46183 8313 3690 133288 132027 1261 20907 20907 61426 25065 34299 2062 31714 24140 6236 1338 131198 104133 18744 8321 183545 181323 2222 5325 4232 755 338 MISCELLANEOUS 73077 58655 12426 1996 PRINTING 17262 13701 2466 1095 1555929 1256182 227637 72110 632083 500873 696743 687461 366741 139633 40935 43950 37143 22460 77696 77696 5325 0 128660 177282 13194 13194 1920824 1584853 62017 45558 1500 1000 63517 46558 X 1110421 1127873 613721 277257 133165 133165 1857307 1538295 1920824 1584853 -334092 15080 0 X X 0 1 X 1 0 X 778987 1312814 673482 591585 483266 3840134 778987 1312814 673482 591585 483266 3840134 1593075 2247059 20930 8784 6154 4487 2582 42937 3883071 3853986 0.57870 0.58780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 176989 19103 196092 173227 3762 176989 165743 8750 -1266 173227 115403 49593 747 165743 115403 115403 0.24380 0.67910 0.07710 0 0 77696 77696 0 0 X 1256772 15080 450 19405 34935 1221837 0 1221837 1575784 450 19405 19855 1555929 0 1555929 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 STATEMENT 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, 2013. 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 DINNER SERIES 98423 39534 58889 14193 5212 98423 39534 58889 14193 5212 19405 39484 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.