Civic Intelligence

Primary Source Learning Inc

990 • Fiscal year 2016 • EIN 26-0237128

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 13, 2017

131 Park Street NEVienna, VA 22180

(703) 294-6270

Siviq Scores

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

Liabilities / Assets

95th percentile

1.24x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

37th percentile

-1.8%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.6%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$20,523

Down $6,389 (-24%) from 2015

Net Assets

Down

-$4,841

Down $5,431 (-921%) from 2015

Liabilities

Down

$25,364

Down $958 (-3.6%) from 2015

Revenue

Down

$308,000

Down $25,350 (-7.6%) from 2015

Expenses

Down

$313,431

Down $29,265 (-8.5%) from 2015

Net Income

Up

-$5,431

Up $3,915 (+42%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2011: $22,528Liabilities 2011: $2,534Net Assets 2011: $19,9942011Assets 2012: $45,185Liabilities 2012: $2,970Net Assets 2012: $42,2152012Assets 2013: $22,091Liabilities 2013: $4,493Net Assets 2013: $17,5982013Assets 2014: $22,516Liabilities 2014: $12,580Net Assets 2014: $9,9362014Assets 2015: $26,912Liabilities 2015: $26,322Net Assets 2015: $5902015Assets 2016: $20,523Liabilities 2016: $25,364Net Assets 2016: -$4,8412016Assets 2017: $13,143Liabilities 2017: $26,150Net Assets 2017: -$13,0072017Assets 2018: $19,425Liabilities 2018: $25,821Net Assets 2018: -$6,3962018Assets 2019: $18,022Liabilities 2019: $20,030Net Assets 2019: -$2,0082019Assets 2020: $7,256Liabilities 2020: $21,951Net Assets 2020: -$14,6952020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$20,523
Liabilities$25,364
Net Assets-$4,841

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $270,1932011Expenses 2012: $269,2922012Expenses 2013: $349,6392013Revenue 2014: $327,150Expenses 2014: $334,812Net Income 2014: -$7,6622014Revenue 2015: $333,350Expenses 2015: $342,696Net Income 2015: -$9,3462015Revenue 2016: $308,000Expenses 2016: $313,431Net Income 2016: -$5,4312016Revenue 2017: $299,000Expenses 2017: $307,166Net Income 2017: -$8,1662017Revenue 2018: $323,500Expenses 2018: $316,889Net Income 2018: $6,6112018Revenue 2019: $307,000Expenses 2019: $302,612Net Income 2019: $4,3882019Revenue 2020: $276,000Expenses 2020: $288,687Net Income 2020: -$12,6872020Revenue 2021: $281,974Expenses 2021: $267,279Net Income 2021: $14,6952021

Highlighted filing

2016

Revenue$308,000
Expenses$313,431
Net Income-$5,431
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$308,000
Mission and Program Overview

Mission

Primary source learning is a nonprofit 501(c)(3) educational organization that provides collaborative programs involving pre-k-12 schools, universities, libraries, museums, and other educational organizations to deepen student understanding of the curriculum and equip learners with 21st century literacy skills. Primary source learning programs use digital resources, effective instructional practices, and research on student learning to increase teacher effectiveness and student achievement. Public school divisions of the northern virginia partnership serve as model schools that initiate, evaluate, and demonstrate primary source learning programs for replication on a larger scale.

Primary source learning, inc. Is organized and operated exclusively for charitable and educational purposes. More specifically, primary source learning provides collaborative programs involving pre-k-12 schools, universities, libraries, museums, and other educational organizations to deepen student understanding of the curriculum and equip learners with 21st century literacy skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$12,957$12,839▼ $118
Cash and Non-Interest-Bearing Accounts$9,506$3,553▼ $5,953
Land, Buildings, and Equipment, Net$3,774$2,830▼ $944
Accounts Receivable-$626-
Total Assets$26,912$20,523▼ $6,389
Other Assets Total$675$675→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,322$25,364▼ $958
Total Liabilities$26,322$25,364▼ $958
Net Assets / Fund Balance
Unrestricted Net Assets$590$-4,841▼ $5,431
Total Net Assets Fund Balance$590$-4,841▼ $5,431
Total Liabilities and Net Assets / Fund Balance$26,912$20,523▼ $6,389

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,830$1,886$4,716
Other Land Buildings$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry LevittExecutive DirectorFT$108,000$8,765$116,765
Cynthia SzwajkowskiAssistant DirectorPT$76,000$5,186$81,186

Board Members and Trustees

NameTitle
Sarah WhelanChair
Cathy Bonneville HixDirector
Dat LeDirector
Jodie PetersDirector
Lisa HighDirector
Noel KlimenkoDirector
Robert SmithDirector
Tracy RobertsonDirector
Jeanne SeabridgeSecretary
Carol HornTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$308,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-5,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$215,890
Other Expenses$97,541
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$181,631$20,183-$201,814
Fees for Services Other$36,482$4,443-$40,925
Fees for Services Accounting$22,359$2,484-$24,843
Payroll Taxes$12,668$1,408-$14,076
Occupancy$7,609$845-$8,454
Conferences and Meetings$5,745$638-$6,383
Insurance$2,401$267-$2,668
Office Expenses$1,841$206-$2,047
Depreciation Depletion$849$94-$943
Other Expenses$635$177-$635
All Other Expenses-$27-$27
Total Functional Expenses$282,659$30,772$0$313,431
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
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
Yes
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 11

Form 990 is reviewed by the board of directors.

Form 990, Part VI, Section B, Line 12C

The organization monitors the conflict of interest policy on an annual basis.

Form 990, Part VI, Section B, Line 15

The board votes to approve any changes to compensation for the executive director and assistant director.

Form 990, Part VI, Section C, Line 19

Primary source learning makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Primary Source Learning Inc
EIN
26-0237128
Phone
7032946270
Address
131 PARK STREET NE, VIENNA, VA 22180

Signing Officer

Name
Sherry Levitt
Title
Executive Director
Phone
7032946270
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Levitt
Formed
2003
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Stephen G Travis CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

It consultant: program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. Professional consultant: program service expenses 26,482. Management and general expenses 2,943. Fundraising expenses 0. Total expenses 29,425. Stipends: program service expenses 0. Management and general expenses 1,000. Fundraising expenses 0. Total expenses 1,000. Consultant education: program service expenses 0. Management and general expenses 500. Fundraising expenses 0. Total expenses 500.

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IRS990/MissionDesc0PRIMARY SOURCE LEARNING IS A NONPROFIT 501(C)(3) EDUCATIONAL ORGANIZATION THAT PROVIDES COLLABORATIVE PROGRAMS INVOLVING PRE-K-12 SCHOOLS, UNIVERSITIES, LIBRARIES, MUSEUMS, AND OTHER EDUCATIONAL ORGANIZATIONS TO DEEPEN STUDENT UNDERSTANDING OF THE CURRICULUM AND EQUIP LEARNERS WITH 21ST CENTURY LITERACY SKILLS. PRIMARY SOURCE LEARNING PROGRAMS USE DIGITAL RESOURCES, EFFECTIVE INSTRUCTIONAL PRACTICES, AND RESEARCH ON STUDENT LEARNING TO INCREASE TEACHER EFFECTIVENESS AND STUDENT ACHIEVEMENT. PUBLIC SCHOOL DIVISIONS OF THE NORTHERN VIRGINIA PARTNERSHIP SERVE AS MODEL SCHOOLS THAT INITIATE, EVALUATE, AND DEMONSTRATE PRIMARY SOURCE LEARNING PROGRAMS FOR REPLICATION ON A LARGER SCALE.
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0115638
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-9346
IRS990/PYSalariesCompEmpBnftPaidAmt0227058
IRS990/PYTotalExpensesAmt0342696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0333350
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5431
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0308000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0333350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0327150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0325022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0291513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01585035
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01585035
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0308000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0333350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0327150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0325022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0291513
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01585035
IRS990ScheduleA/TotalSupportAmt01585035
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02830
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01886
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04716
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02830
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD VOTES TO APPROVE ANY CHANGES TO COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ASSISTANT DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY SOURCE LEARNING MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IT CONSULTANT: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. PROFESSIONAL CONSULTANT: PROGRAM SERVICE EXPENSES 26,482. MANAGEMENT AND GENERAL EXPENSES 2,943. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,425. STIPENDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. CONSULTANT EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt026912
IRS990/TotalAssetsEOYAmt020523
IRS990/TotalAssetsGrp/BOYAmt026912
IRS990/TotalAssetsGrp/EOYAmt020523
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0308000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0282659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313431
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026322
IRS990/TotalLiabilitiesEOYAmt025364
IRS990/TotalLiabilitiesGrp/BOYAmt026322
IRS990/TotalLiabilitiesGrp/EOYAmt025364
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0590
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-4841
IRS990/TotalOtherCompensationAmt013951
IRS990/TotalProgramServiceExpensesAmt0282659
IRS990/TotalReportableCompFromOrgAmt0184000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020523
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0590
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-4841
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0131 PARK STREET NE
IRS990/USAddress/CityNm0VIENNA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022180
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.TPSNVA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY LEVITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07032946270
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIMARY SOURCE LEARNING INC
ReturnHeader/Filer/BusinessNameControlTxt0PRIM
ReturnHeader/Filer/EIN0260237128
ReturnHeader/Filer/PhoneNum07032946270
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 PARK STREET NE
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022180
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSITZKA WICKS AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 SHAWNEE ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G TRAVIS CPA
ReturnHeader/ReturnTs02017-02-13T08:51:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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