2013-10-29T10:53:45-05:00 2012-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2012-01-01 042911053 PRIMARY SOURCE INC PRIM 6179239933 101 WALNUT STREET WATERTOWN MA 02472 JULIA DE LA TORRE 6179239933 2013-08-26 1 JOHN BUCKLEY CPA P00830631 5083669100 2013-08-22 2012 2016-03-07 17:11:31Z JULIA DE LA TORRE 101 WALNUT STREET WATERTOWN MA 02472 1863476 0 X WWW.PRIMARYSOURCE.ORG X 1989 MA 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. 12 12 20 10 0 0 680463 591585 781231 712395 6154 5197 -32977 17120 1434871 1326297 0 0 0 0 1011317 963807 0 0 163388 710475 653348 1721792 1617155 -286921 -290858 2199010 1920824 64616 63517 2134394 1857307 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 609125 562394 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. 172260 91546 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. 336689 57883 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. 63057 572 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. 63057 572 1181131 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 1 153 0 20 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 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 5.00 X X 0 0 0 ROSALIE KERR 5.00 X X 0 0 0 GERALD E CAMPBELL 5.00 X X 0 0 0 KATHERINE FICK 5.00 X 0 0 0 CLAUDETTE HUNT 5.00 X 0 0 0 ANNE WATT 5.00 X 0 0 0 MATT ZALOSH 5.00 X 0 0 0 SUSAN J GOLDBERG 5.00 X 0 0 0 CAROL GOSS 5.00 X X 0 0 0 EVELYNE VALLET 5.00 X 0 0 0 DONALD ANDRADE 5.00 X 0 0 0 DIANE PALMER 5.00 X 0 0 0 JULIA DE LA TORRE 40.00 X 84460 0 3251 BRIAN CONNOLLY 40.00 X 43735 0 8549 KATHERINE MOMBOURQUETTE 40.00 X 22399 0 0 150594 0 11800 0 0 0 0 0 67501 524084 7126 591585 PROGRAM SERVICE FEES 611600 712395 712395 712395 4487 4487 506014 505304 710 710 710 48995 67501 31875 17120 17120 1326297 712395 0 22317 110111 77078 26426 6607 709353 498806 114409 96138 14062 9878 2417 1767 67841 47642 11462 8737 62440 43881 10714 7845 152600 136820 7260 8520 21120 21120 65420 41720 19075 4625 28542 20762 5797 1983 128564 90309 22102 16153 181453 175188 5871 394 5331 3744 917 670 MISCELLANEOUS 46035 33449 10144 2442 PRINTING 24283 1854 14922 7507 1617155 1181131 272636 163388 731946 632083 694018 696743 513357 366741 105861 40935 26921 37143 77696 72371 10656 5325 103057 128660 13194 13194 2199010 1920824 53254 62017 11362 1500 64616 63517 X 1151068 1110421 850161 613721 133165 133165 2134394 1857307 2199010 1920824 -290858 13772 0 X X 0 1 X 1 0 X 744661 778987 1312814 673482 591585 4101529 744661 778987 1312814 673482 591585 4101529 1643922 2457607 38913 20930 8784 6154 4487 79268 4180797 3670232 0.58780 0.51520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 173227 3762 176989 165743 8750 -1266 173227 115403 49593 747 165743 115403 115403 115403 115403 0.24760 0.75240 0 0 77696 72371 5325 5325 X 1383548 13772 11604 31875 57251 1326297 0 1326297 1660634 11604 31875 43479 1617155 0 1617155 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 GALA 116496 67501 48995 30929 450 496 116496 67501 48995 30929 450 496 31875 17120 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.