2011-09-28T13:28:53-05:00 2010-12-31 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-01-01 042911053 PRIMARY SOURCE INC PRIM 6179239933 101 WALNUT STREET WATERTOWN MA 02472 JULIA DE LA TORRE 6179239933 2011-09-23 1 JOHN BUCKLEY CPA 5083669100 2011-09-23 2010 2016-03-07 17:11:31Z JULIA DE LA TORRE 101 WALNUT STREET WATERTOWN MA 02472 2269850 0 X WWW.PRIMARYSOURCE.ORG X 1989 MA THE MAIN 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. 18 18 25 25 0 0 778987 1334164 831460 864294 13780 8972 -29621 -6489 1594606 2200941 0 0 0 0 777924 847953 0 0 180705 844761 669340 1622685 1517293 -28079 683648 1831612 2502944 97734 71376 1733878 2431568 X THE MAIN GOAL OF THE AGENCY IS TO PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. 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 628628 607823 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.DISTRIB OF EDUC 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. 223909 129470 STUDY TOURS: PRIMARY SOURCE'S STUDY TOURS ARE DESIGNED TO DEEPEN EDUCATORS' KNOWLEDGE ABOUT THE WORLD SO THAT THEY ARE BETTER ABLE TO DEVELOP 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. 94894 LIBRARY: THE PRIMARY SOURCE LIBRARY IS AN ESSENTIAL SUPPORTING COMPONENT OF ALL OUR PROGRAMS AND A RICH RESOURCE FOR K-12 EDUCATORS. THE LIBRARY AND ITS WEB PRESENCE ARE AVAILABLE 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 CURRICULUM UNITS. 140527 127001 EDUCATIONAL PROGAM RESEARCH & DEVLOPMENT: TO ENSURE HIGH QUALITY PROGRAMS FOR K-12 TEACHERS, PRIMARY SOURCE CAREFULLY RESEARCHES BEST PRACTICES & CURRENT SCHOLARSHIP IN THE FIELD OF GLOBAL ED. 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. 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. 140527 127001 1087958 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 0 1 40 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 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 NANNETTE BRAUCHER 4.00 X X 0 0 0 ELIZABETH LEWIS-GOODMAN 4.00 X X 0 0 0 GERALD CAMPBELL 4.00 X X 0 0 0 KATHERINE FICK 4.00 X 0 0 0 CLAUDETTE HUNT 4.00 X 0 0 0 ANNE WATT 4.00 X 0 0 0 MARY M NEWMANN 4.00 X 0 0 0 MATT ZALOSH 4.00 X 0 0 0 ROSEMARY HOEY-PISANO 4.00 X X 0 0 0 BUZZ BIRNBAUM 4.00 X 0 0 0 SUSAN J GOLDBERG 4.00 X 0 0 0 CAROL GOSS 4.00 X 0 0 0 EVELYNE VALLET 4.00 X 0 0 0 YUKI ASAKURA CHAO 4.00 X 0 0 0 ROMA RAZDAN KELLEY 4.00 X 0 0 0 ROSALIE KERR 4.00 X 0 0 0 AMANDA M THAM 4.00 X 0 0 0 VICTORIA DOEZ-CANSECO 4.00 X 0 0 0 KATHLEEN ENNIS 40.00 X 64177 0 0 JULIA DE LA TORRE 40.00 X 32383 0 971 96560 0 971 0 0 0 0 0 107288 1226876 23125 1334164 PROGRAM SERVICE FEES 611600 864294 864294 864294 8784 8784 4998 4810 188 188 188 57610 107288 64099 -6489 -6489 2200941 864294 0 2483 98167 9817 88350 632493 461412 57317 113764 16697 10700 3394 2603 44775 29035 8608 7132 55821 36049 11069 8703 203338 185383 17955 19790 19790 40097 28038 9117 2942 11149 226 2869 8054 37676 28918 6014 2744 130717 92809 26144 11764 184556 181181 1487 1888 2519 2519 8061 5726 1610 725 5775 5775 MISCELLANEOUS 13824 7740 4718 1366 REPAIRS AND MAINTENANCE 11838 8405 2368 1065 1517293 1087958 248630 180705 897979 760983 621519 671288 63200 755849 79120 150901 32882 15767 148764 134031 18670 14733 103752 120229 14490 13194 1831612 2502944 66729 51376 29709 20000 1296 0 97734 71376 X 1127806 1273401 490669 1033752 115403 124415 1733878 2431568 1831612 2502944 X 683648 14042 X X 0 1 1 X 0 X 491650 1484685 744661 778987 1312814 4812797 491650 1484685 744661 778987 1312814 4812797 2109217 2703580 36240 59641 38913 20930 8784 164508 1336 4153 5489 4982794 2912287 0.54260 0.65980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115403 49593 747 165743 115403 115403 115403 115403 0.25080 0.74920 0 0 17255 17255 0 131509 116776 14733 14733 2200941 1517293 683648 14042 14042 697690 2231554 14042 16571 30613 2200941 0 2200941 1533864 16571 16571 1517293 0 1517293 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. PRIMARY SOURCE FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES PRIMARY SOURCE 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, 2010, PRIMARY SOURCE DETERMINED THAT THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PRIMARY SOURCE 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. GALA 164898 107288 57610 2296 61803 164898 107288 57610 2296 61803 64099 -6489 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 MANTAINED BY HR AND ADMINISTRATION. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 14,042. FORM 990, PART XII, LINE 2C, OVERSIGHT PROCESS THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.