PRIMARY SOURCE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PRIMARY SOURCE INC (EIN 04-2911053)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-29
- IRS object ID
- 201313029349300031
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-29T10:53:45-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042911053 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMARY SOURCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIM | NameControl |
| Phone | 6179239933 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA DE LA TORRE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6179239933 | Phone |
| Date Signed | 2013-08-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| PTIN | P00830631 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-08-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIA DE LA TORRE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1863476 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRIMARYSOURCE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 680463 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 591585 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 781231 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 712395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6154 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5197 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -32977 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17120 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1434871 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1326297 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1011317 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 963807 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 163388 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 710475 | OtherExpensePriorYear |
| Other Expenses Current Year | 653348 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1721792 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1617155 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -286921 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -290858 | RevenuesLessExpensesCY |
| Total Assets BOY | 2199010 | TotalAssetsBOY |
| Total Assets EOY | 1920824 | TotalAssetsEOY |
| Total Liabilities BOY | 64616 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 63517 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2134394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1857307 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 609125 | Expense |
| Revenue | 562394 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 172260 | Expense |
| Revenue | 91546 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 336689 | Expense |
| Revenue | 57883 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 63057 | Expense |
| Revenue | 572 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 63057 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 572 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1181131 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 153 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA DE LA TORRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6179239933 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WALNUT STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| 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 | |
| CAROL GOSS | ||||||
| CLERK | 5.00 | X | X | 0 | 0 | 0 |
| EVELYNE VALLET | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| DONALD ANDRADE | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| DIANE PALMER | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JULIA DE LA TORRE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 84460 | 0 | 3251 | |
| BRIAN CONNOLLY | ||||||
| FINANCE ADMINISTRATOR | 40.00 | X | 43735 | 0 | 8549 | |
| KATHERINE MOMBOURQUETTE | ||||||
| FINANCE ADMINISTRATOR | 40.00 | X | 22399 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 150594 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11800 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 67501 | FundraisingEvents |
| All Other Contributions | 524084 | AllOtherContributions |
| Noncash Contributions | 7126 | NoncashContributions |
| Total Contributions | 591585 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 712395 | TotalRevenueColumn |
| Related Or Exempt Function Income | 712395 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 712395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4487 | TotalRevenueColumn |
| Exclusion | $4,487 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 506014 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 505304 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 710 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 710 | TotalRevenueColumn |
| Exclusion | $710 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48995 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 67501 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31875 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17120 | TotalRevenueColumn |
| Exclusion | $17,120 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1326297 | TotalRevenueColumn |
| Related Or Exempt Function Income | 712395 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $22,317 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110111 | Total |
| Program Services | 77078 | ProgramServices |
| Management And General | 26426 | ManagementAndGeneral |
| Fundraising | 6607 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709353 | Total |
| Program Services | 498806 | ProgramServices |
| Management And General | 114409 | ManagementAndGeneral |
| Fundraising | 96138 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14062 | Total |
| Program Services | 9878 | ProgramServices |
| Management And General | 2417 | ManagementAndGeneral |
| Fundraising | 1767 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67841 | Total |
| Program Services | 47642 | ProgramServices |
| Management And General | 11462 | ManagementAndGeneral |
| Fundraising | 8737 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62440 | Total |
| Program Services | 43881 | ProgramServices |
| Management And General | 10714 | ManagementAndGeneral |
| Fundraising | 7845 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152600 | Total |
| Program Services | 136820 | ProgramServices |
| Management And General | 7260 | ManagementAndGeneral |
| Fundraising | 8520 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21120 | Total |
| Management And General | 21120 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65420 | Total |
| Program Services | 41720 | ProgramServices |
| Management And General | 19075 | ManagementAndGeneral |
| Fundraising | 4625 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28542 | Total |
| Program Services | 20762 | ProgramServices |
| Management And General | 5797 | ManagementAndGeneral |
| Fundraising | 1983 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128564 | Total |
| Program Services | 90309 | ProgramServices |
| Management And General | 22102 | ManagementAndGeneral |
| Fundraising | 16153 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181453 | Total |
| Program Services | 175188 | ProgramServices |
| Management And General | 5871 | ManagementAndGeneral |
| Fundraising | 394 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5331 | Total |
| Program Services | 3744 | ProgramServices |
| Management And General | 917 | ManagementAndGeneral |
| Fundraising | 670 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 46035 | 33449 | 10144 | 2442 |
| PRINTING | 24283 | 1854 | 14922 | 7507 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1617155 | Total |
| Program Services | 1181131 | ProgramServices |
| Management And General | 272636 | ManagementAndGeneral |
| Fundraising | 163388 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 731946 | BOY |
| EOY | 632083 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 694018 | BOY |
| EOY | 696743 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513357 | BOY |
| EOY | 366741 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105861 | BOY |
| EOY | 40935 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26921 | BOY |
| EOY | 37143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72371 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10656 | BOY |
| EOY | 5325 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103057 | BOY |
| EOY | 128660 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13194 | BOY |
| EOY | 13194 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2199010 | BOY |
| EOY | 1920824 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53254 | BOY |
| EOY | 62017 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11362 | BOY |
| EOY | 1500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64616 | BOY |
| EOY | 63517 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1151068 | BOY |
| EOY | 1110421 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 850161 | BOY |
| EOY | 613721 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133165 | BOY |
| EOY | 133165 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2134394 | BOY |
| EOY | 1857307 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2199010 | BOY |
| EOY | 1920824 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -290858 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 13772 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 744661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 778987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1312814 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 673482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 591585 | CurrentTaxYear |
| Total | 4101529 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 744661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 778987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1312814 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 673482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 591585 | CurrentTaxYear |
| Total | 4101529 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1643922 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2457607 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38913 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6154 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4487 | CurrentTaxYear |
| Total | 79268 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4180797 | TotalSupport |
| Gross Receipts From Admissions Etc | 3670232 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 173227 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3762 | InvestmentEarningsOrLosses |
| End Of Year Balance | 176989 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 165743 | BeginningOfYearBalance |
| Contributions | 8750 | Contributions |
| Investment Earnings Or Losses | -1266 | InvestmentEarningsOrLosses |
| End Of Year Balance | 173227 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115403 | BeginningOfYearBalance |
| Contributions | 49593 | Contributions |
| Investment Earnings Or Losses | 747 | InvestmentEarningsOrLosses |
| End Of Year Balance | 165743 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115403 | BeginningOfYearBalance |
| End Of Year Balance | 115403 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115403 | BeginningOfYearBalance |
| End Of Year Balance | 115403 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24760 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75240 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77696 | OtherCostOrOtherBasis |
| Depreciation | 72371 | Depreciation |
| Book Value | 5325 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5325 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1383548 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13772 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 11604 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 31875 | OtherRevenues |
| Revenue Not Rptd F990 | 57251 | RevenueNotRptdF990 |
| Revenue Subtotal | 1326297 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1326297 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1660634 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 11604 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 31875 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 43479 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1617155 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1617155 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | DURING 2006, PRIMARY SOURCE ESTABLISHED THE "FOUNDERS ENDOWMENT" TO PROVIDE ANNUAL INCOME FOR ITS PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE AGENCY FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES THE AGENCY TO REPORT UNCERTAIN TAX POSITIONS AND RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2012, THE AGENCY DETERMINED THAT THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE AGENCY FILES INFORMATIONAL RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 116496 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 67501 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 48995 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 30929 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 450 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 496 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 116496 | GrossReceiptsTotal |
| Charitable Contributions Total | 67501 | CharitableContributionsTotal |
| Gross Revenue Total Events | 48995 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 30929 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 450 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 496 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31875 | DirectExpenseSummaryEvents |
| Net Income Summary | 17120 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
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