Civic Intelligence

Primary Source Inc.

990 • Fiscal year 2017 • EIN 04-2911053

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

63 Pleasant Street 2nd FloorWatertown, MA 02472

(617) 923-9933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

6.9%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$129,241

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$435,969

Up $88,913 (+26%) from 2016

Net Assets

Up

$400,525

Up $78,757 (+24%) from 2016

Liabilities

Up

$35,444

Up $10,156 (+40%) from 2016

Revenue

Up

$1,333,130

Up $237,219 (+22%) from 2016

Expenses

Down

$1,240,802

Down $178,526 (-13%) from 2016

Net Income

Up

$92,328

Up $415,745 (+129%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,502,944Liabilities 2010: $71,376Net Assets 2010: $2,431,5682010Assets 2011: $2,199,010Liabilities 2011: $64,616Net Assets 2011: $2,134,3942011Assets 2012: $1,920,824Liabilities 2012: $63,517Net Assets 2012: $1,857,3072012Assets 2013: $1,584,853Liabilities 2013: $46,558Net Assets 2013: $1,538,2952013Assets 2014: $1,271,253Liabilities 2014: $42,299Net Assets 2014: $1,228,9542014Assets 2015: $686,430Liabilities 2015: $23,055Net Assets 2015: $663,3752015Assets 2016: $347,056Liabilities 2016: $25,288Net Assets 2016: $321,7682016Assets 2017: $435,969Liabilities 2017: $35,444Net Assets 2017: $400,5252017Assets 2018: $437,925Liabilities 2018: $20,730Net Assets 2018: $417,1952018Assets 2019: $428,544Liabilities 2019: $289,898Net Assets 2019: $138,6462019Assets 2020: $548,783Liabilities 2020: $338,900Net Assets 2020: $209,8832020Assets 2021: $560,849Liabilities 2021: $197,795Net Assets 2021: $363,0542021Assets 2022: $856,607Liabilities 2022: $329,732Net Assets 2022: $526,8752022Assets 2023: $774,536Liabilities 2023: $271,930Net Assets 2023: $502,6062023Assets 2024: $758,243Liabilities 2024: $304,966Net Assets 2024: $453,2772024

Highlighted filing

2017

Assets$435,969
Liabilities$35,444
Net Assets$400,525

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,517,2932010Expenses 2011: $1,721,7922011Expenses 2012: $1,617,1552012Revenue 2013: $1,221,837Expenses 2013: $1,555,929Net Income 2013: -$334,0922013Revenue 2014: $1,107,910Expenses 2014: $1,416,519Net Income 2014: -$308,6092014Revenue 2015: $996,699Expenses 2015: $1,548,098Net Income 2015: -$551,3992015Revenue 2016: $1,095,911Expenses 2016: $1,419,328Net Income 2016: -$323,4172016Revenue 2017: $1,333,130Expenses 2017: $1,240,802Net Income 2017: $92,3282017Revenue 2018: $916,323Expenses 2018: $899,653Net Income 2018: $16,6702018Revenue 2019: $798,465Expenses 2019: $881,847Net Income 2019: -$83,3822019Revenue 2020: $1,015,692Expenses 2020: $944,455Net Income 2020: $71,2372020Revenue 2021: $1,214,924Expenses 2021: $1,061,753Net Income 2021: $153,1712021Revenue 2022: $1,269,755Expenses 2022: $1,105,934Net Income 2022: $163,8212022Revenue 2023: $1,106,353Expenses 2023: $1,130,622Net Income 2023: -$24,2692023Revenue 2024: $973,055Expenses 2024: $1,022,384Net Income 2024: -$49,3292024

Highlighted filing

2017

Revenue$1,333,130
Expenses$1,240,802
Net Income$92,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Gross Receipts
$1,343,490
Mission and Program Overview

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.

Promote history and humanities education by connecting educators to people and cultures throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$25,048$239,100▲ $214,052
Savings and Temporary Cash Investments$136,828$119,147▼ $17,681
Investments in Publicly Traded Securities$68,318--
Accounts Receivable$38,366$46,252▲ $7,886
Cash and Non-Interest-Bearing Accounts$21,796$11,975▼ $9,821
Prepaid Expenses and Deferred Charges$32,718$3,211▼ $29,507
Land, Buildings, and Equipment, Net$10,788$3,090▼ $7,698
Total Assets$347,056$435,969▲ $88,913
Other Assets Total$13,194$13,194→ $0
Liabilities
Accounts Payable and Accrued Expenses$25,288$35,444▲ $10,156
Total Liabilities$25,288$35,444▲ $10,156
Net Assets / Fund Balance
Unrestricted Net Assets$166,373$223,376▲ $57,003
Temporarily Rstr Net Assets$91,955$113,709▲ $21,754
Permanently Rstr Net Assets$63,440$63,440→ $0
Total Net Assets Fund Balance$321,768$400,525▲ $78,757
Total Liabilities and Net Assets / Fund Balance$347,056$435,969▲ $88,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,090$24,117$27,207

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$74,844-▲ $8,636$18,882$64,598
2016$187,690$-66,482▲ $4,908$51,272$74,844
2015$203,365$-11,725▼ $3,950-$187,690
2014$196,092-▲ $7,273-$203,365
2013$176,989-▲ $19,103-$196,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BoyleExecutive DirectorFT$111,158$18,083$129,241

Board Members and Trustees

NameTitle
Rosemary Hoey-pisanoBoard Chair
Rosalie KerrVice President
Anne WattBoard Member
Matt ZaloshBoard Member
Mike MacewenBoard Member
William FlemerDirector
Yanfang SuDirector
Gerald E CampbellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$724,954
Program Service Revenue
$586,329
Investment Income
$22,207
Other Revenue
$-360
All Other Contributions
$523,422
Change in Net Assets
$92,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,333,130
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,211
Total Revenue per Audited Statements
$1,329,919
Total Revenue per Form 990
$1,333,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$707,806
Other Expenses$463,906
Total Fundraising Expense$153,239
Grants and Similar Amounts Paid$69,090
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$379,110$39,724$71,562$490,396
Fees for Services Other$159,734$7,355$10,843$177,932
Occupancy$99,832$14,772$21,256$135,860
Current Officers, Directors, Trustees, and Key Employees$72,375$31,018$25,848$129,241
Grants to Domestic Individuals$69,090--$69,090
Payroll Taxes$35,499$3,720$6,700$45,919
Other Employee Benefits$24,586$1,300$4,248$30,134
Fees for Services Accounting-$21,190-$21,190
Travel$19,591$510$5$20,106
Other Expenses$10,957$7,063$1,469$12,426
Pension Plan Contributions$7,721$2,397$1,998$12,116
Office Expenses$7,976$598$2,622$11,196
Depreciation Depletion$5,594$929$1,175$7,698
Total Functional Expenses$956,987$130,576$153,239$1,240,802

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,251,162
Expenses per Audited Statements$1,240,802
Total Expenses per Form 990$1,240,802
Expenses Not Reported on Form 990$10,360
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,360
Fundraising Gross Income$10,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$50,050$10,000$1,494$8,506
Total Events$50,050$10,000$10,360$-360
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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.

Filing and Contact Details

Filer

Filer Name
Primary Source Inc
EIN
04-2911053
Phone
6179239933
Address
63 PLEASANT STREET 2ND FLOOR, WATERTOWN, MA 02472

Signing Officer

Name
Jennifer Boyle
Title
Executive Director
Phone
6179239933
Signed
2018-05-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Boyle
Formed
1989
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
8

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Charles J Webb CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 48,771. Management and general expenses 7,355. Fundraising expenses 10,343. Total expenses 66,469. Consultants: program service expenses 110,963. Management and general expenses 0. Fundraising expenses 500. Total expenses 111,463.

FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS:

The process has not changed since the prior year.

Financial Statement Notes

PART V, LINE 4:

During 2006, primary source established the "founders endowment" to provide annual income for its programs.

PART X, LINE 2:

The agency accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. The agency has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at december 31, 2017. The agency's information returns are subject to examination by the federal and state jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses of holding special events, netted with revenue on part viii 10,360.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses of holding special events, netted with revenue on part viii 10,360.

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0EDUCATIONAL 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0321768
IRS990/NetAssetsOrFundBalancesEOYAmt0400525
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-360
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-360
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13571
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt021256
IRS990/OccupancyGrp/ManagementAndGeneralAmt014772
IRS990/OccupancyGrp/ProgramServicesAmt099832
IRS990/OccupancyGrp/TotalAmt0135860
IRS990/OfficeExpensesGrp/FundraisingAmt02622
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0598
IRS990/OfficeExpensesGrp/ProgramServicesAmt07976
IRS990/OfficeExpensesGrp/TotalAmt011196
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013194
IRS990/OtherAssetsTotalGrp/EOYAmt013194
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04248
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01300
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024586
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030134
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt05513
IRS990/OtherExpensesGrp/FundraisingAmt11469
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07063
IRS990/OtherExpensesGrp/ProgramServicesAmt064922
IRS990/OtherExpensesGrp/ProgramServicesAmt110957
IRS990/OtherExpensesGrp/TotalAmt077498
IRS990/OtherExpensesGrp/TotalAmt112426
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071562
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039724
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0379110
IRS990/OtherSalariesAndWagesGrp/TotalAmt0490396
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06700
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03720
IRS990/PayrollTaxesGrp/ProgramServicesAmt035499
IRS990/PayrollTaxesGrp/TotalAmt045919
IRS990/PensionPlanContributionsGrp/FundraisingAmt01998
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02397
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07721
IRS990/PensionPlanContributionsGrp/TotalAmt012116
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt063440
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt063440
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025048
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0239100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032718
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03211
IRS990/PrincipalOfficerNm0JENNIFER BOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0586329
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0586329
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0446332
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-9314
IRS990/PYOtherExpensesAmt0501576
IRS990/PYOtherRevenueAmt0-3151
IRS990/PYProgramServiceRevenueAmt0662044
IRS990/PYRevenuesLessExpensesAmt0-323417
IRS990/PYSalariesCompEmpBnftPaidAmt0917752
IRS990/PYTotalExpensesAmt01419328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01095911
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt092328
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0586329
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0136828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0724954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0446332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0358745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0330937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0483266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02344234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02582
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037007
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03285534
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81750
IRS990ScheduleA/PublicSupportPY170Pct00.75740
IRS990ScheduleA/PublicSupportTotal170Amt01946597
IRS990ScheduleA/SubstantialContributorsTotAmt0397637
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0724954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0446332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0358745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0330937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0483266
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02344234
IRS990ScheduleA/TotalSupportAmt02381241
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt074844
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt064598
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08636
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt018882
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0187690
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0-66482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt074844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt051272
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0203365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0-11725
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0187690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0196092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0203365
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0176989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0196092
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019103
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03090
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024117
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027207
IRS990ScheduleD/ExpensesNotReportedAmt010360
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01240802
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-13571
IRS990ScheduleD/OtherExpensesIncludedAmt010360
IRS990ScheduleD/OtherRevenueAmt010360
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98210
IRS990ScheduleD/RevenueNotReportedAmt0-3211
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01333130
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DURING 2006, PRIMARY SOURCE ESTABLISHED THE "FOUNDERS ENDOWMENT" TO PROVIDE ANNUAL INCOME FOR ITS PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2017. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 10,360.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT EXPENSES OF HOLDING SPECIAL EVENTS, NETTED WITH REVENUE ON PART VIII 10,360.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01790
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03090
IRS990ScheduleD/TotalExpensesPerForm990Amt01240802
IRS990ScheduleD/TotalRevenuePerForm990Amt01333130
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01329919
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01251162
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040050
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010360
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFIT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07866
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-360
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01494
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01494
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt069090
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PROGRAM PARTICIPANT STIPEND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STIPENDS ARE GIVEN TO PARTICIPANTS BASED ON THEIR COMMITMENT TO AND THEIR PARTICIPATION IN RELEVANT PROGRAMING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ANNUAL REVIEW AND EVALUATION COMPLETED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY SOURCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 48,771. MANAGEMENT AND GENERAL EXPENSES 7,355. FUNDRAISING EXPENSES 10,343. TOTAL EXPENSES 66,469. CONSULTANTS: PROGRAM SERVICE EXPENSES 110,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 111,463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.30$0.45$0.97$1.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.27$0.50$1.11$1.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$1.27$1.11$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.20$0.36$1.21$1.06$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.34$0.21$1.02$0.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.29$0.14$0.80$0.88$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.92$0.90$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.04$0.40$1.33$1.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.03$0.32$1.10$1.42$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$1.00$1.55$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.11$1.42$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.05$1.54$1.22$1.56$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.06$1.86$1.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.06$2.13$1.72
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.07$2.43$1.52