PRIMARY SOURCE INC
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Cite this
Plain text PRIMARY SOURCE INC. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/primary-source-inc-042911053. Retrieved 2026-11-03.
APA furp.org. (n.d.). PRIMARY SOURCE INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 3, 2026, from https://furp.org/org/primary-source-inc-042911053
MLA “PRIMARY SOURCE INC.” furp.org, tax years 2010–2025, https://furp.org/org/primary-source-inc-042911053. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $879K · expenses $833K · assets $727K
- EIN
- 04-2911053
- Address
- 63 PLEASANT ST STE 220, WATERTOWN, MA 02472-2387
- Website
- WWW.PRIMARYSOURCE.ORG
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 1986 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PRIMARY SOURCE EDUCATES GLOBAL CITIZENS BY WORKING WITH TEACHERS TO FOSTER STUDENTS' KNOWLEDGE, SKILLS, AND DISPOSITIONS FOR THOUGHTFUL AND ENGAGED CITIZENSHIP. WITH OUR GUIDANCE AND RESOURCES, TEACHERS CULTIVATE STUDENTS' CIVIC-MINDEDNESS, CULTURAL AWARENESS, AND GLOBAL EDUCATIONAL PROGRAMS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
8 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jennifer Nigro | EXECUTIVE DIRECTOR | 2018-2025 | $174,133 | $1,276,964 | 1 |
| Jill Stevens | PROGRAM DIRECTOR | 2025 | $107,340 | $107,340 | 1 |
| Deborah Cunningham (former) | SENIOR PROGRAM DIRECTOR | 2021-2024 | $111,934 | $466,765 | 1 |
| Julia De La Torre (former) | EXECUTIVE DIRECTOR THROUGH JUNE 2015 | 2010-2015 | $50,022 | $438,466 | 1 |
| Jennifer Boyle (former) | EXECUTIVE DIRECTOR | 2015-2017 | $129,241 | $319,941 | 1 |
| Brian Connolly (former) | FINANCE ADMINISTRATOR | 2011-2012 | $52,284 | $121,399 | 1 |
| Katherine Mombourquette (former) | FIN. ADMIN. (THRU JAN. 2014) | 2012-2014 | $5,096 | $82,037 | 1 |
| Kathleen Ennis (former) | FORMER EXECUTIVE DIRECTOR | 2010 | $64,177 | $64,177 | 1 |
Officers and directors, no compensation reported
48 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Rosemary Hoey-Pisano | PRESIDENT | 2010-2025 | 5 | $0 reported | 1 |
| Anne Watt | DIRECTOR | 2010-2025 | 5 | $0 reported | 1 |
| William Flemer | DIRECTOR | 2016-2025 | 5 | $0 reported | 1 |
| Caddie Nath-Folsom | DIRECTOR | 2023-2025 | 5 | $0 reported | 1 |
| Dr Dan Green | DIRECTOR | 2024-2025 | 5 | $0 reported | 1 |
| Mike Macewan | TREASURER | 2025 | 5 | $0 reported | 1 |
| Mike Macewen (former) | TREASURER | 2013-2024 | 5 | $0 reported | 1 |
| Whitney Mcknight Thru 092024 (former) | VICE PRESIDENT | 2024 | 5 | $0 reported | 1 |
| Joia Kirby (former) | DIRECTOR | 2023-2024 | 5 | $0 reported | 1 |
| Rosalie Kerr Thru 918 (former) | VICE PRESIDENT | 2023 | 5 | $0 reported | 1 |
| Gerald E Campbell Thru 918 (former) | TREASURER | 2023 | 5 | $0 reported | 1 |
| Emmanuel Sabiiti Thru 918 (former) | DIRECTOR | 2023 | 5 | $0 reported | 1 |
| Whitney M Mcknight (former) | VICE PRESIDENT | 2021-2023 | 5 | $0 reported | 1 |
| Rosalie Kerr (former) | VICE PRESIDENT | 2010-2022 | 5 | $0 reported | 1 |
| Gerald E Campbell (former) | TREASURER | 2010-2022 | 5 | $0 reported | 1 |
| Emmanuel Sabiiti (former) | DIRECTOR | 2020-2022 | 5 | $0 reported | 1 |
| Nada Jovanovic (former) | DIRECTOR (UNTIL 11/2022) | 2015-2022 | 5 | $0 reported | 1 |
| Christine Cunningham (former) | DIRECTOR (UNTIL JUNE 2021) | 2019-2021 | 5 | $0 reported | 1 |
| Matt Zalosh (former) | DIRECTOR (THRU 09/20) | 2010-2020 | 5 | $0 reported | 1 |
| Yanfang Su (former) | DIRECTOR | 2017-2019 | 5 | $0 reported | 1 |
| Rosalie Kerr Left In 2016 (former) | VICE PRESIDENT | 2016 | 5 | $0 reported | 1 |
| Katherine Fick Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| Claudette Hunt Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| Susan J Goldberg Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| Evelyne Vallet Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| Morgan Brown Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| L Ramakrishnan Left In 2016 (former) | BOARD MEMBER | 2016 | 5 | $0 reported | 1 |
| Nada Jovanovic Left In 2016 (former) | DIRECTOR | 2016 | 5 | $0 reported | 1 |
| Farida Kathawalla Left In 2016 (former) | DIRECTOR | 2016 | 5 | $0 reported | 1 |
| Katherine Fick (former) | BOARD MEMBER | 2010-2015 | 5 | $0 reported | 1 |
| Claudette Hunt (former) | BOARD MEMBER | 2010-2015 | 5 | $0 reported | 1 |
| Susan J Goldberg (former) | BOARD MEMBER | 2010-2015 | 5 | $0 reported | 1 |
| Evelyne Vallet (former) | BOARD MEMBER | 2010-2015 | 5 | $0 reported | 1 |
| Morgan Brown (former) | BOARD MEMBER | 2013-2015 | 5 | $0 reported | 1 |
| Lalitha Ramakrishnan (former) | BOARD MEMBER | 2013-2015 | 5 | $0 reported | 1 |
| Farida Kathawalla (former) | DIRECTOR | 2015 | 5 | $0 reported | 1 |
| Diane Palmer Left During 2015 (former) | CLERK | 2015 | 5 | $0 reported | 1 |
| Diane Palmer (former) | CLERK | 2012-2014 | 5 | $0 reported | 1 |
| Carol Goss (former) | CLERK | 2010-2012 | 5 | $0 reported | 1 |
| Donald Andrade (former) | BOARD MEMBER | 2011-2012 | 5 | $0 reported | 1 |
| Buzz Birnbaum (former) | BOARD MEMBER | 2010-2011 | 4 | $0 reported | 1 |
| Roma Razdan Kelley (former) | BOARD MEMBER | 2010-2011 | 4 | $0 reported | 1 |
| Elizabeth Lewis Goodman (former) | BOARD MEMBER | 2010-2011 | 4 | $0 reported | 1 |
| Nannette Braucher (former) | PRESIDENT | 2010 | 4 | $0 reported | 1 |
| Mary M Newmann (former) | BOARD MEMBER | 2010 | 4 | $0 reported | 1 |
| Yuki Asakura Chao (former) | BOARD MEMBER | 2010 | 4 | $0 reported | 1 |
| Amanda M Tham (former) | BOARD MEMBER | 2010 | 4 | $0 reported | 1 |
| Victoria Doez-Canseco (former) | BOARD MEMBER | 2010 | 4 | $0 reported | 1 |
People by year
2025 · 8 people listed · 2 paid, $281K · 9 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $139,393 | $0 | $34,740 | $174,133 | 1 |
| JILL STEVENS | PROGRAM DIRECTOR | 40 | $107,340 | $0 | $0 | $107,340 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWAN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CADDIE NATH-FOLSOM | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| DR DAN GREEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2024 · 10 people listed · 2 paid, $299K · 10 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $147,384 | $0 | $39,811 | $187,195 | 1 |
| DEBORAH CUNNINGHAM | SENIOR PROGRAM DIRECTOR | 40 | $107,851 | $0 | $4,083 | $111,934 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WHITNEY MCKNIGHT THRU 092024 | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| JOIA KIRBY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CADDIE NATH-FOLSOM | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| DR DAN GREEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2023 · 12 people listed · 2 paid, $297K · 10 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $138,480 | $0 | $33,990 | $172,470 | 1 |
| DEBORAH CUNNINGHAM | SENIOR PROGRAM DIRECTOR | 40 | $116,523 | $0 | $7,838 | $124,361 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR THRU 918 | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL THRU 918 | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| EMMANUEL SABIITI THRU 918 | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WHITNEY M MCKNIGHT | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| JOIA KIRBY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CADDIE NATH-FOLSOM | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2022 · 11 people listed · 2 paid, $278K · 11 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $135,708 | $0 | $25,213 | $160,921 | 1 |
| DEBORAH CUNNINGHAM | SENIOR PROGRAM DIRECTOR | 40 | $114,056 | $0 | $3,422 | $117,478 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| EMMANUEL SABIITI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WHITNEY MCKNIGHT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC | DIRECTOR (UNTIL 11/2022) | 5 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · 2 paid, $269K · 10 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $131,664 | $0 | $24,447 | $156,111 | 1 |
| DEBORAH CUNNINGHAM | SENIOR PROGRAM DIRECTOR | 40 | $108,900 | $0 | $4,092 | $112,992 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| EMMANUEL SABIITI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WHITNEY MCKNIGHT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE CUNNINGHAM | DIRECTOR (UNTIL JUNE 2021) | 5 | $0 | $0 | $0 | $0 | 1 |
2020 · 11 people listed · 1 paid, $158K · 9 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $132,325 | $0 | $25,484 | $157,809 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | DIRECTOR (THRU 09/20) | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE CUNNINGHAM | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| EMMANUEL SABIITI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2019 · 11 people listed · 1 paid, $141K · 10 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $122,928 | $0 | $17,617 | $140,545 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| YANFANG SU | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE CUNNINGHAM | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2018 · 9 people listed · 1 paid, $128K · 13 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER NIGRO | EXECUTIVE DIRECTOR | 40 | $123,413 | $0 | $4,367 | $127,780 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| YANFANG SU | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · 1 paid, $129K · 13 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER BOYLE | EXECUTIVE DIRECTOR | 40 | $111,158 | $0 | $18,083 | $129,241 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| YANFANG SU | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2016 · 16 people listed · 1 paid, $121K · 18 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER BOYLE | EXECUTIVE DIRECTOR | 40 | $106,510 | $0 | $14,959 | $121,469 | 1 |
| ROSEMARY HOEY-PISANO | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR LEFT IN 2016 | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MORGAN BROWN LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| L RAMAKRISHNAN LEFT IN 2016 | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC LEFT IN 2016 | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| FARIDA KATHAWALLA LEFT IN 2016 | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM FLEMER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2015 · 17 people listed · 2 paid, $119K · 19 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER BOYLE | EXECUTIVE DIRECTOR | 40 | $69,231 | $0 | $0 | $69,231 | 1 |
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR THROUGH JUNE 2015 | 40 | $42,933 | $0 | $7,089 | $50,022 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MORGAN BROWN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| LALITHA RAMAKRISHNAN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| NADA JOVANOVIC | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| FARIDA KATHAWALLA | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| DIANE PALMER LEFT DURING 2015 | CLERK | 5 | $0 | $0 | $0 | $0 | 1 |
2014 · 15 people listed · 2 paid, $96K · 19 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR | 40 | $78,884 | $0 | $11,557 | $90,441 | 1 |
| KATHERINE MOMBOURQUETTE | FIN. ADMIN. (THRU JAN. 2014) | 40 | $5,096 | $0 | $0 | $5,096 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| DIANE PALMER | CLERK | 5 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MORGAN BROWN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| LALITHA RAMAKRISHNAN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
2013 · 15 people listed · 2 paid, $147K · 18 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR | 40 | $89,122 | $0 | $2,851 | $91,973 | 1 |
| KATHERINE MOMBOURQUETTE | FINANCE ADMINISTRATOR | 40 | $53,411 | $0 | $1,131 | $54,542 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| DIANE PALMER | CLERK | 5 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MORGAN BROWN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE MACEWEN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| LALITHA RAMAKRISHNAN | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
2012 · 15 people listed · 3 paid, $162K · 20 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR | 40 | $84,460 | $0 | $3,251 | $87,711 | 1 |
| BRIAN CONNOLLY | FINANCE ADMINISTRATOR | 40 | $43,735 | $0 | $8,549 | $52,284 | 1 |
| KATHERINE MOMBOURQUETTE | FINANCE ADMINISTRATOR | 40 | $22,399 | $0 | $0 | $22,399 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| CAROL GOSS | CLERK | 5 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| DONALD ANDRADE | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| DIANE PALMER | BOARD MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
2011 · 16 people listed · 2 paid, $154K · 16 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR | 40 | $78,607 | $0 | $6,358 | $84,965 | 1 |
| BRIAN CONNOLLY | FINANCE ADMINISTRATOR | 40 | $55,216 | $0 | $13,899 | $69,115 | 1 |
| ROSEMARY HOEY-PISANO | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | CLERK | 4 | $0 | $0 | $0 | $0 | 1 |
| GERALD E CAMPBELL | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| BUZZ BIRNBAUM | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| CAROL GOSS | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ROMA RAZDAN KELLEY | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH LEWIS GOODMAN | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD ANDRADE | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
2010 · 20 people listed · 2 paid, $98K · 25 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN ENNIS | FORMER EXECUTIVE DIRECTOR | 40 | $64,177 | $0 | $0 | $64,177 | 1 |
| JULIA DE LA TORRE | EXECUTIVE DIRECTOR | 40 | $32,383 | $0 | $971 | $33,354 | 1 |
| NANNETTE BRAUCHER | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH LEWIS-GOODMAN | CLERK | 4 | $0 | $0 | $0 | $0 | 1 |
| GERALD CAMPBELL | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE FICK | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| CLAUDETTE HUNT | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ANNE WATT | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| MARY M NEWMANN | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| MATT ZALOSH | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ROSEMARY HOEY-PISANO | VICE PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| BUZZ BIRNBAUM | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| SUSAN J GOLDBERG | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| CAROL GOSS | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| EVELYNE VALLET | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| YUKI ASAKURA CHAO | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ROMA RAZDAN KELLEY | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| ROSALIE KERR | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| AMANDA M THAM | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
| VICTORIA DOEZ-CANSECO | BOARD MEMBER | 4 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2011 · 1 contractor · $194K
| Name | Location | Service | Paid |
|---|---|---|---|
| EF EDUCATIONAL TOURS | CAMBRIDGE, MA | TOUR VENDOR | $194,324 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $879,016 | $832,664 | $726,776 | $499,629 | $224,543 | $650,264 | $174,133 | 9 | 6 |
| 2024 · Form 990 | ||||||||
| $973,055 | $1,022,384 | $758,243 | $453,277 | $251,514 | $717,668 | $187,195 | 10 | 8 |
| 2023 · Form 990 | ||||||||
| $1,106,353 | $1,130,622 | $774,536 | $502,606 | $365,107 | $723,058 | $138,480 | 10 | 8 |
| 2022 · Form 990 | ||||||||
| $1,269,755 | $1,105,934 | $856,607 | $526,875 | $571,395 | $695,457 | $160,922 | 11 | 8 |
| 2021 · Form 990 | ||||||||
| $1,214,924 | $1,061,753 | $560,849 | $363,054 | $408,620 | $805,737 | $156,111 | 10 | 9 |
| 2020 · Form 990 | ||||||||
| $1,015,692 | $944,455 | $548,783 | $209,883 | $397,570 | $619,402 | $157,809 | 9 | 9 |
| 2019 · Form 990 | ||||||||
| $798,465 | $881,847 | $428,544 | $138,646 | $259,828 | $532,253 | $140,544 | 10 | 10 |
| 2018 · Form 990 | ||||||||
| $916,323 | $899,653 | $437,925 | $417,195 | $395,049 | $519,188 | $127,780 | 13 | 10 |
| 2017 · Form 990 | ||||||||
| $1,333,130 | $1,240,802 | $435,969 | $400,525 | $724,954 | $586,329 | $129,241 | 13 | 8 |
| 2016 · Form 990 | ||||||||
| $1,095,911 | $1,419,328 | $347,056 | $321,768 | $446,332 | $662,044 | $121,469 | 18 | 20 |
| 2015 · Form 990 | ||||||||
| $996,699 | $1,548,098 | $686,430 | $663,375 | $358,745 | $625,313 | $121,243 | 19 | 20 |
| 2014 · Form 990 | ||||||||
| $1,107,910 | $1,416,519 | $1,271,253 | $1,228,954 | $330,937 | $717,621 | $98,125 | 19 | 20 |
| 2013 · Form 990 | ||||||||
| $1,221,837 | $1,555,929 | $1,584,853 | $1,538,295 | $483,266 | $694,227 | $147,282 | 18 | 10 |
| 2012 · Form 990 | ||||||||
| $1,326,297 | $1,617,155 | $1,920,824 | $1,857,307 | $591,585 | $712,395 | $110,111 | 20 | 10 |
| 2011 · Form 990 | ||||||||
| $1,434,871 | $1,721,792 | $2,199,010 | $2,134,394 | $680,463 | $781,231 | $154,080 | 16 | 25 |
| 2010 · Form 990 | ||||||||
| $2,200,941 | $1,517,293 | $2,502,944 | $2,431,568 | $1,334,164 | $864,294 | $98,167 | 25 | 25 |
Funders of this organization
13 grantors reported grants to this organization, $1,188,578 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2017-2024 | 8 | $406,780 | 2024 | $42,275 | show |
| CUMMINGS FOUNDATION GRANTS INC | Private foundation | Fuzzy filed as “PRIMARY SOURCE INC” | 2015-2016, 2018-2019, 2022-2024 | 7 | $357,000 | 2024 | $37,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014-2017, 2019-2022 | 8 | $164,550 | 2022 | $69,000 | show |
| CABOT FAMILY CHARITABLE TR | Private foundation | Fuzzy filed as “PRIMARY SOURCE INC” | 2021, 2023 | 2 | $64,500 | 2023 | $25,000 | show |
| THE PITTSBURGH FOUNDATION | DAF sponsor | Exact | 2018-2020 | 3 | $52,000 | 2020 | $15,000 | show |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | DAF sponsor | Exact | 2009-2013 | 5 | $50,500 | 2013 | $9,000 | show |
| MASSACHUSETTS FOUNDATION FOR HUMANITIES & PUBLIC POLICY INC | Public charity | Exact | 2019-2021 | 3 | $46,178 | 2021 | $18,300 | show |
| BOSTON FOUNDATION INC | DAF sponsor | Exact | 2014-2015 | 3 | $24,250 | 2015 | $15,000 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2016-2017 | 2 | $10,000 | 2017 | $5,000 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2023 | 1 | $6,250 | 2023 | $6,250 | show |
| PAYPAL CHARITABLE GIVING FUND | DAF sponsor | Exact | 2020 | 1 | $6,013 | 2020 | $6,013 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “PRIMARY SOURCE INC” | 2020-2023 | 4 | $307 | 2023 | $77 | show |
| Simon Family Philanthropic Foundation Inc | Private foundation | Fuzzy filed as “PRIMARY SOURCE INC” | 2014 | 1 | $250 | 2014 | $250 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| Primary Source Learning Inc | VA | Not reported | $281,974 | $267,279 | Executive Director | $122,457 | Similar name, revenue within 5x |
| SOURCE MN INC | MN | Not reported | $3,759,485 | $3,546,818 | PRESIDENT | $115,250 | Similar name, revenue within 5x |
| Primary Colours Inc | IN | Not reported | $12,207 | $22,166 | President | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 3 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $832,664 spent · pay $563,341 · grants $0 · events $6,311
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $307,876 | $276,159 | $14,334 | $17,383 | 37.0% | |
| Pay: officers, directors, trustees, key employees | $174,133 | $104,479 | $34,827 | $34,827 | 20.9% | |
| Fees: other services | $135,450 | $86,554 | $46,462 | $2,434 | 16.3% | |
| Occupancy | $50,187 | $39,632 | $5,119 | $5,436 | 6.0% | |
| Payroll taxes | $38,121 | $30,105 | $3,888 | $4,128 | 4.6% | |
| Other employee benefits | $34,199 | $27,006 | $3,488 | $3,705 | 4.1% | |
| Office expenses | $19,863 | $15,992 | $1,630 | $2,241 | 2.4% | |
| Depreciation and depletion | $18,334 | $14,477 | $1,871 | $1,986 | 2.2% | |
| Fees: accounting | $18,300 | - | $18,300 | - | 2.2% | |
| Pension plan contributions | $9,012 | $7,116 | $919 | $977 | 1.1% | |
| Insurance | $8,832 | $6,974 | $901 | $957 | 1.1% | |
| Conferences, conventions and meetings | $6,311 | $2,222 | - | $4,089 | 0.8% | |
| Other (as described) | BANK AND OTHER FEES | $5,646 | $2,657 | $451 | $2,538 | 0.7% |
| Travel | $3,817 | $3,161 | $284 | $372 | 0.5% | |
| Other (as described) | MISCELLANEOUS | $1,726 | $1,379 | $30 | $317 | 0.2% |
| Advertising and promotion | $857 | $600 | - | $257 | 0.1% | |
| Total | $832,664 | 100% |
2024 · Form 990 · $1,022,384 spent · pay $757,057 · grants $0 · events $20,308
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $485,654 | $333,903 | $71,101 | $80,650 | 47.5% | |
| Pay: officers, directors, trustees, key employees | $187,195 | $112,317 | $37,439 | $37,439 | 18.3% | |
| Fees: other services | $130,631 | $72,853 | $57,778 | - | 12.8% | |
| Payroll taxes | $50,822 | $33,835 | $8,117 | $8,870 | 5.0% | |
| Occupancy | $50,002 | $33,289 | $7,986 | $8,727 | 4.9% | |
| Office expenses | $32,496 | $25,391 | $3,395 | $3,710 | 3.2% | |
| Fees: accounting | $23,000 | - | $23,000 | - | 2.2% | |
| Other employee benefits | $18,820 | $14,086 | $2,052 | $2,682 | 1.8% | |
| Pension plan contributions | $14,566 | $10,009 | $2,135 | $2,422 | 1.4% | |
| Other (as described) | BANK AND OTHER FEES | $7,585 | $5,436 | $796 | $1,353 | 0.7% |
| Conferences, conventions and meetings | $6,674 | $6,674 | - | - | 0.7% | |
| Travel | $4,498 | $3,230 | $268 | $1,000 | 0.4% | |
| Depreciation and depletion | $3,652 | $2,431 | $584 | $637 | 0.4% | |
| Advertising and promotion | $3,154 | $1,669 | $30 | $1,455 | 0.3% | |
| Insurance | $2,243 | $1,885 | $358 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $994 | $816 | $68 | $110 | 0.1% |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $398 | $381 | $17 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $9,960 | $13,634 | reported apart | |||
| Total | $1,022,384 | 100% |
2023 · Form 990 · $1,130,622 spent · pay $794,440 · grants $0 · events $23,669
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $541,133 | $422,233 | $50,877 | $68,023 | 47.9% | |
| Fees: other services | $157,660 | $103,186 | $54,240 | $234 | 13.9% | |
| Pay: officers, directors, trustees, key employees | $138,480 | $76,164 | $34,620 | $27,696 | 12.2% | |
| Payroll taxes | $55,001 | $40,335 | $6,919 | $7,747 | 4.9% | |
| Occupancy | $50,235 | $36,840 | $6,320 | $7,075 | 4.4% | |
| Other employee benefits | $48,017 | $35,213 | $6,041 | $6,763 | 4.2% | |
| Fees: accounting | $36,600 | - | $36,600 | - | 3.2% | |
| Office expenses | $24,731 | $19,896 | $1,844 | $2,991 | 2.2% | |
| Conferences, conventions and meetings | $22,375 | $19,125 | - | $3,250 | 2.0% | |
| Travel | $15,282 | $12,930 | $1,059 | $1,293 | 1.4% | |
| Pension plan contributions | $11,809 | $8,660 | $1,486 | $1,663 | 1.0% | |
| Other (as described) | BANK AND OTHER FEES | $7,990 | $5,904 | $1,100 | $986 | 0.7% |
| Insurance | $4,593 | $3,368 | $578 | $647 | 0.4% | |
| Advertising and promotion | $4,496 | $1,517 | $50 | $2,929 | 0.4% | |
| Depreciation and depletion | $4,247 | $3,144 | $388 | $715 | 0.4% | |
| Other (as described) | MISCELLANEOUS | $4,163 | $3,838 | $305 | $20 | 0.4% |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $3,810 | $3,497 | $115 | $198 | 0.3% |
| Fundraising events Event | direct expenses; gross income $1,294 | $1,294 | reported apart | |||
| Total | $1,130,622 | 100% |
2022 · Form 990 · $1,105,934 spent · pay $779,556 · grants $0 · events $4,191
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $540,512 | $425,872 | $36,039 | $78,601 | 48.9% | |
| Pay: officers, directors, trustees, key employees | $160,922 | $88,507 | $30,575 | $41,840 | 14.6% | |
| Fees: other services | $140,499 | $123,525 | $5,358 | $11,616 | 12.7% | |
| Occupancy | $62,436 | $46,321 | $5,768 | $10,347 | 5.6% | |
| Payroll taxes | $47,234 | $34,961 | $4,318 | $7,955 | 4.3% | |
| Other (as described) | BAD DEBT | $40,000 | $29,606 | $3,657 | $6,737 | 3.6% |
| Office expenses | $31,554 | $21,147 | $4,996 | $5,411 | 2.9% | |
| Fees: accounting | $24,250 | $9,252 | $12,893 | $2,105 | 2.2% | |
| Other employee benefits | $24,078 | $21,785 | $147 | $2,146 | 2.2% | |
| Other (as described) | MISCELLANEOUS | $14,876 | $12,963 | $1,913 | - | 1.3% |
| Travel | $8,516 | $3,971 | $357 | $4,188 | 0.8% | |
| Pension plan contributions | $6,810 | $5,872 | $192 | $746 | 0.6% | |
| Depreciation and depletion | $4,247 | $3,144 | $388 | $715 | 0.4% | |
| Fundraising events Event | direct expenses; gross income $6,150 | $4,191 | reported apart | |||
| Total | $1,105,934 | 100% |
2021 · Form 990 · $1,061,753 spent · pay $734,557 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $504,526 | $400,654 | $32,006 | $71,866 | 47.5% | |
| Fees: other services | $204,866 | $189,482 | $5,518 | $9,866 | 19.3% | |
| Pay: officers, directors, trustees, key employees | $156,111 | $85,861 | $31,222 | $39,028 | 14.7% | |
| Occupancy | $49,002 | $36,214 | $4,573 | $8,215 | 4.6% | |
| Payroll taxes | $45,754 | $34,022 | $4,196 | $7,536 | 4.3% | |
| Office expenses | $31,617 | $22,904 | $2,648 | $6,065 | 3.0% | |
| Other employee benefits | $28,166 | $25,227 | $96 | $2,843 | 2.7% | |
| Other (as described) | MISCELLANEOUS | $19,240 | $13,760 | $1,862 | $3,618 | 1.8% |
| Fees: accounting | $18,480 | - | $18,480 | - | 1.7% | |
| Depreciation and depletion | $2,124 | $1,570 | $198 | $356 | 0.2% | |
| Travel | $1,867 | $1,544 | $65 | $258 | 0.2% | |
| Total | $1,061,753 | 100% |
2020 · Form 990 · $944,455 spent · pay $617,035 · grants $0 · events $1,485
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $399,440 | $301,155 | $37,193 | $61,092 | 42.3% | |
| Fees: other services | $201,763 | $185,716 | $6,032 | $10,015 | 21.4% | |
| Pay: officers, directors, trustees, key employees | $157,809 | $94,685 | $23,672 | $39,452 | 16.7% | |
| Occupancy | $51,386 | $37,375 | $5,290 | $8,721 | 5.4% | |
| Payroll taxes | $40,844 | $29,229 | $4,381 | $7,234 | 4.3% | |
| Office expenses | $25,935 | $21,478 | $497 | $3,960 | 2.7% | |
| Fees: accounting | $23,709 | $17,266 | $2,464 | $3,979 | 2.5% | |
| Other (as described) | MISCELLANEOUS | $21,513 | $10,441 | $1,815 | $9,257 | 2.3% |
| Other employee benefits | $18,942 | $17,322 | $638 | $982 | 2.0% | |
| Travel | $3,114 | $2,676 | $116 | $322 | 0.3% | |
| Fundraising events Event | direct expenses; gross income $0 | $1,485 | reported apart | |||
| Total | $944,455 | 100% |
2019 · Form 990 · $881,847 spent · pay $565,942 · grants $0 · events $13,145
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $361,380 | $277,921 | $23,523 | $59,936 | 41.0% | |
| Fees: other services | $165,161 | $148,219 | $5,074 | $11,868 | 18.7% | |
| Pay: officers, directors, trustees, key employees | $140,544 | $77,299 | $35,136 | $28,109 | 15.9% | |
| Occupancy | $50,999 | $36,813 | $6,601 | $7,585 | 5.8% | |
| Payroll taxes | $41,459 | $29,478 | $4,132 | $7,849 | 4.7% | |
| Office expenses | $40,303 | $24,568 | $1,707 | $14,028 | 4.6% | |
| Other (as described) | MISCELLANEOUS | $33,682 | $25,820 | $3,386 | $4,476 | 3.8% |
| Other employee benefits | $22,559 | $20,700 | $21 | $1,838 | 2.6% | |
| Fees: legal | $16,530 | - | $16,530 | - | 1.9% | |
| Travel | $9,230 | $4,623 | $553 | $4,054 | 1.0% | |
| Fundraising events Event | direct expenses; gross income $18,774 | $13,145 | reported apart | |||
| Total | $881,847 | 100% |
2018 · Form 990 · $899,653 spent · pay $605,424 · grants $0 · events $11,783
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $403,561 | $319,171 | $30,839 | $53,551 | 44.9% | |
| Fees: other services | $142,737 | $124,451 | $7,409 | $10,877 | 15.9% | |
| Pay: officers, directors, trustees, key employees | $127,780 | $70,279 | $31,945 | $25,556 | 14.2% | |
| Other (as described) | MISCELLANEOUS | $51,875 | $38,163 | $7,869 | $5,843 | 5.8% |
| Occupancy | $47,271 | $32,333 | $7,369 | $7,569 | 5.3% | |
| Payroll taxes | $42,254 | $31,034 | $4,947 | $6,273 | 4.7% | |
| Other employee benefits | $31,829 | $24,337 | $2,287 | $5,205 | 3.5% | |
| Fees: accounting | $24,762 | - | $24,762 | - | 2.8% | |
| Office expenses | $21,873 | $13,649 | $4,454 | $3,770 | 2.4% | |
| Travel | $5,711 | $5,198 | $88 | $425 | 0.6% | |
| Fundraising events Event | direct expenses; gross income $16,395 | $11,783 | reported apart | |||
| Total | $899,653 | 100% |
2017 · Form 990 · $1,240,802 spent · pay $707,806 · grants $69,090 · events $10,360
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $490,396 | $379,110 | $39,724 | $71,562 | 39.5% | |
| Fees: other services | $177,932 | $159,734 | $7,355 | $10,843 | 14.3% | |
| Occupancy | $135,860 | $99,832 | $14,772 | $21,256 | 10.9% | |
| Pay: officers, directors, trustees, key employees | $129,241 | $72,375 | $31,018 | $25,848 | 10.4% | |
| Other (as described) | MISCELLANEOUS | $77,498 | $64,922 | $7,063 | $5,513 | 6.2% |
| Grants to US individuals | $69,090 | $69,090 | - | - | 5.6% | |
| Payroll taxes | $45,919 | $35,499 | $3,720 | $6,700 | 3.7% | |
| Other employee benefits | $30,134 | $24,586 | $1,300 | $4,248 | 2.4% | |
| Fees: accounting | $21,190 | - | $21,190 | - | 1.7% | |
| Travel | $20,106 | $19,591 | $510 | $5 | 1.6% | |
| Other (as described) | PRINTING | $12,426 | $10,957 | - | $1,469 | 1.0% |
| Pension plan contributions | $12,116 | $7,721 | $2,397 | $1,998 | 1.0% | |
| Office expenses | $11,196 | $7,976 | $598 | $2,622 | 0.9% | |
| Depreciation and depletion | $7,698 | $5,594 | $929 | $1,175 | 0.6% | |
| Fundraising events Event | direct expenses; gross income $10,000 | $10,360 | reported apart | |||
| Total | $1,240,802 | 100% |
2016 · Form 990 · $1,419,328 spent · pay $917,752 · grants $0 · events $9,901
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $681,824 | $487,809 | $108,062 | $85,953 | 48.0% | |
| Fees: other services | $194,840 | $176,706 | $6,607 | $11,527 | 13.7% | |
| Occupancy | $146,983 | $102,628 | $24,017 | $20,338 | 10.4% | |
| Pay: officers, directors, trustees, key employees | $121,469 | $68,023 | $29,152 | $24,294 | 8.6% | |
| Other (as described) | MISCELLANEOUS | $59,204 | $43,062 | $8,312 | $7,830 | 4.2% |
| Payroll taxes | $57,880 | $41,410 | $9,173 | $7,297 | 4.1% | |
| Other employee benefits | $44,024 | $32,671 | $6,506 | $4,847 | 3.1% | |
| Travel | $32,510 | $30,417 | $1,313 | $780 | 2.3% | |
| Other (as described) | PRINTING | $23,894 | $6,481 | $10,645 | $6,768 | 1.7% |
| Fees: accounting | $20,613 | - | $20,613 | - | 1.5% | |
| Office expenses | $15,834 | $12,302 | $1,612 | $1,920 | 1.1% | |
| Pension plan contributions | $12,555 | $7,031 | $3,013 | $2,511 | 0.9% | |
| Depreciation and depletion | $7,698 | $5,570 | $1,058 | $1,070 | 0.5% | |
| Fundraising events Event | direct expenses; gross income $6,750 | $9,901 | reported apart | |||
| Total | $1,419,328 | 100% |
2015 · Form 990 · $1,548,098 spent · pay $1,013,711 · grants $0 · events $15,121
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $746,078 | $517,390 | $139,637 | $89,051 | 48.2% | |
| Fees: other services | $228,817 | $149,645 | $63,284 | $15,888 | 14.8% | |
| Occupancy | $142,901 | $93,796 | $30,624 | $18,481 | 9.2% | |
| Pay: officers, directors, trustees, key employees | $121,243 | $54,560 | $43,647 | $23,036 | 7.8% | |
| Other employee benefits | $67,719 | $47,355 | $12,396 | $7,968 | 4.4% | |
| Payroll taxes | $63,787 | $44,235 | $11,938 | $7,614 | 4.1% | |
| Other (as described) | MISCELLANEOUS | $51,337 | $34,520 | $11,665 | $5,152 | 3.3% |
| Other (as described) | PRINTING | $36,864 | $12,546 | $20,145 | $4,173 | 2.4% |
| Office expenses | $23,263 | $14,915 | $4,623 | $3,725 | 1.5% | |
| Travel | $23,226 | $18,682 | $3,300 | $1,244 | 1.5% | |
| Fees: accounting | $19,927 | - | $19,927 | - | 1.3% | |
| Pension plan contributions | $14,884 | $6,698 | $5,358 | $2,828 | 1.0% | |
| Depreciation and depletion | $8,052 | $5,323 | $1,692 | $1,037 | 0.5% | |
| Fundraising events Event | direct expenses; gross income $19,800 | $15,121 | reported apart | |||
| Total | $1,548,098 | 100% |
2014 · Form 990 · $1,416,519 spent · pay $867,764 · grants $0 · events $30,363
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $641,745 | $456,602 | $100,111 | $85,032 | 45.3% | |
| Occupancy | $135,000 | $91,573 | $24,796 | $18,631 | 9.5% | |
| Fees: other services | $121,050 | $96,135 | $5,356 | $19,559 | 8.5% | |
| Pay: officers, directors, trustees, key employees | $98,125 | $42,627 | $37,823 | $17,675 | 6.9% | |
| Fees: management | $96,018 | $95,518 | - | $500 | 6.8% | |
| Travel | $92,970 | $87,027 | $1,817 | $4,126 | 6.6% | |
| Other employee benefits | $63,614 | $47,745 | $8,136 | $7,733 | 4.5% | |
| Payroll taxes | $55,716 | $37,793 | $10,234 | $7,689 | 3.9% | |
| Other (as described) | MISCELLANEOUS | $41,711 | $29,510 | $6,475 | $5,726 | 2.9% |
| Other (as described) | PRINTING | $21,503 | $14,587 | $3,949 | $2,967 | 1.5% |
| Fees: accounting | $20,675 | - | $20,675 | - | 1.5% | |
| Office expenses | $19,159 | $14,031 | $2,652 | $2,476 | 1.4% | |
| Pension plan contributions | $8,564 | $3,854 | $3,083 | $1,627 | 0.6% | |
| Depreciation and depletion | $669 | $454 | $123 | $92 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $81,710 | $30,363 | reported apart | |||
| Total | $1,416,519 | 100% |
2013 · Form 990 · $1,555,929 spent · pay $898,187 · grants $0 · events $19,405
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $617,302 | $533,109 | $53,812 | $30,381 | 39.7% | |
| Travel | $183,545 | $181,323 | $2,222 | - | 11.8% | |
| Pay: officers, directors, trustees, key employees | $147,282 | $72,759 | $56,099 | $18,424 | 9.5% | |
| Fees: management | $133,288 | $132,027 | $1,261 | - | 8.6% | |
| Occupancy | $131,198 | $104,133 | $18,744 | $8,321 | 8.4% | |
| Other (as described) | MISCELLANEOUS | $73,077 | $58,655 | $12,426 | $1,996 | 4.7% |
| Other employee benefits | $62,595 | $50,678 | $8,265 | $3,652 | 4.0% | |
| Fees: other services | $61,426 | $25,065 | $34,299 | $2,062 | 3.9% | |
| Payroll taxes | $58,186 | $46,183 | $8,313 | $3,690 | 3.7% | |
| Office expenses | $31,714 | $24,140 | $6,236 | $1,338 | 2.0% | |
| Fees: accounting | $20,907 | - | $20,907 | - | 1.3% | |
| Other (as described) | PRINTING | $17,262 | $13,701 | $2,466 | $1,095 | 1.1% |
| Pension plan contributions | $12,822 | $10,177 | $1,832 | $813 | 0.8% | |
| Depreciation and depletion | $5,325 | $4,232 | $755 | $338 | 0.3% | |
| Fundraising events Event | direct expenses; gross income $58,889 | $19,405 | reported apart | |||
| Total | $1,555,929 | 100% |
2012 · Form 990 · $1,617,155 spent · pay $963,807 · grants $0 · events $31,875
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $709,353 | $498,806 | $114,409 | $96,138 | 43.9% | |
| Travel | $181,453 | $175,188 | $5,871 | $394 | 11.2% | |
| Fees: management | $152,600 | $136,820 | $7,260 | $8,520 | 9.4% | |
| Occupancy | $128,564 | $90,309 | $22,102 | $16,153 | 8.0% | |
| Pay: officers, directors, trustees, key employees | $110,111 | $77,078 | $26,426 | $6,607 | 6.8% | |
| Other employee benefits | $67,841 | $47,642 | $11,462 | $8,737 | 4.2% | |
| Fees: other services | $65,420 | $41,720 | $19,075 | $4,625 | 4.0% | |
| Payroll taxes | $62,440 | $43,881 | $10,714 | $7,845 | 3.9% | |
| Other (as described) | MISCELLANEOUS | $46,035 | $33,449 | $10,144 | $2,442 | 2.8% |
| Office expenses | $28,542 | $20,762 | $5,797 | $1,983 | 1.8% | |
| Other (as described) | PRINTING | $24,283 | $1,854 | $14,922 | $7,507 | 1.5% |
| Fees: accounting | $21,120 | - | $21,120 | - | 1.3% | |
| Pension plan contributions | $14,062 | $9,878 | $2,417 | $1,767 | 0.9% | |
| Depreciation and depletion | $5,331 | $3,744 | $917 | $670 | 0.3% | |
| Fundraising events Event | direct expenses; gross income - | $31,875 | reported apart | |||
| Total | $1,617,155 | 100% |
2011 · Form 990 · $1,721,792 spent · pay $1,011,317 · grants $0 · events $100,064
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $721,988 | $571,968 | $34,262 | $115,758 | 41.9% | |
| Travel | $249,472 | $243,837 | $4,797 | $838 | 14.5% | |
| Fees: management | $163,593 | $141,047 | $8,018 | $14,528 | 9.5% | |
| Pay: officers, directors, trustees, key employees | $154,080 | $58,626 | $95,454 | - | 8.9% | |
| Occupancy | $136,810 | $97,135 | $27,362 | $12,313 | 7.9% | |
| Payroll taxes | $65,469 | $47,905 | $8,709 | $8,855 | 3.8% | |
| Other employee benefits | $55,045 | $35,569 | $6,425 | $13,051 | 3.2% | |
| Fees: other services | $44,844 | $29,540 | $12,362 | $2,942 | 2.6% | |
| Office expenses | $37,449 | $24,824 | $9,564 | $3,061 | 2.2% | |
| Other (as described) | MISCELLANEOUS | $31,552 | $12,850 | $13,978 | $4,724 | 1.8% |
| Fees: accounting | $22,965 | - | $22,965 | - | 1.3% | |
| Pension plan contributions | $14,735 | $9,197 | $3,245 | $2,293 | 0.9% | |
| Advertising and promotion | $11,604 | $3,472 | $2,225 | $5,907 | 0.7% | |
| Insurance | $5,840 | - | $5,840 | - | 0.3% | |
| Depreciation and depletion | $4,077 | $2,897 | $813 | $367 | 0.2% | |
| Conferences, conventions and meetings | $2,269 | $2,269 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income - | $97,795 | reported apart | |||
| Total | $1,721,792 | 100% |
2010 · Form 990 · $1,517,293 spent · pay $847,953 · grants $0 · events $66,618
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $632,493 | $461,412 | $57,317 | $113,764 | 41.7% | |
| Fees: management | $203,338 | $185,383 | - | $17,955 | 13.4% | |
| Travel | $184,556 | $181,181 | $1,487 | $1,888 | 12.2% | |
| Occupancy | $130,717 | $92,809 | $26,144 | $11,764 | 8.6% | |
| Pay: officers, directors, trustees, key employees | $98,167 | $9,817 | $88,350 | - | 6.5% | |
| Payroll taxes | $55,821 | $36,049 | $11,069 | $8,703 | 3.7% | |
| Other employee benefits | $44,775 | $29,035 | $8,608 | $7,132 | 3.0% | |
| Fees: other services | $40,097 | $28,038 | $9,117 | $2,942 | 2.6% | |
| Office expenses | $37,676 | $28,918 | $6,014 | $2,744 | 2.5% | |
| Fees: accounting | $19,790 | - | $19,790 | - | 1.3% | |
| Pension plan contributions | $16,697 | $10,700 | $3,394 | $2,603 | 1.1% | |
| Other (as described) | MISCELLANEOUS | $13,824 | $7,740 | $4,718 | $1,366 | 0.9% |
| Other (as described) | REPAIRS AND MAINTENANCE | $11,838 | $8,405 | $2,368 | $1,065 | 0.8% |
| Advertising and promotion | $11,149 | $226 | $2,869 | $8,054 | 0.7% | |
| Depreciation and depletion | $8,061 | $5,726 | $1,610 | $725 | 0.5% | |
| Insurance | $5,775 | - | $5,775 | - | 0.4% | |
| Conferences, conventions and meetings | $2,519 | $2,519 | - | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income - | $64,099 | reported apart | |||
| Total | $1,517,293 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2021 | $0 | $0 | 1 |
| 2020 | $0 | $0 | 1 |
| 2016 | $172,270 | $0 | 1 |
| 2012 | $161,333 | $0 | 1 |
| 2010 | $57,336 | $0 | 1 |
| 2009 | $208,373 | $0 | 1 |
Largest awards · 4 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2016 | National Endowment for the Humanities | Grant or other assistance | PROMOTION OF THE HUMANITIES_PROFESSIONAL DEVELOPMENT 45.163 | FOREIGN EXCHANGES: THE U.S. AND THE WIDER WORLD IN THE TWENTIETH CENTURY | $172,270 |
| 2012 | National Endowment for the Humanities | Grant or other assistance | PROMOTION OF THE HUMANITIES_PROFESSIONAL DEVELOPMENT 45.163 | OTTOMAN CULTURES: SOCIETY, POLITICS AND TRADE IN THE TURKISH EMPIRE, 1299-1922 | $161,333 |
| 2010 | National Endowment for the Humanities | Grant or other assistance | PROMOTION OF THE HUMANITIES_PROFESSIONAL DEVELOPMENT 45.163 | "'DEMOCRATIC VISTAS': CIVIC LIFE HISTORY AND PICTURING AMERICA" | $57,336 |
| 2009 | National Endowment for the Humanities | Grant or other assistance | PROMOTION OF THE HUMANITIES_PROFESSIONAL DEVELOPMENT 45.163 | 'DEMOCRATIC VISTAS': CIVIC LIFE, HISTORY AND AMERICAN ART | $208,373 |
Trademarks
1 US trademark, 0 live.
- Primary Source, Inc. 1 marks, MA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| PRIMARY SOURCE | 76565797 | 2003-12-04 | Registration cancelled | TRTDXFAP, file of 2026-03-18 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments