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Primary Source Inc.

 101 Walnut Street
 Watertown, MA 02472
[P] (617) 923-9933 x 12
[F] (617) 923-0975
Julia de la Torre
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 Printable Profile (Summary / Full)
EIN 04-2911053

LAST UPDATED: 10/03/2014
Organization DBA Primary Source, Inc.
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No


Mission StatementMORE »

Primary Source advances global education in schools. We promote history and humanities education by connecting educators to people and cultures throughout the world. In partnership with teachers, scholars and the broader community, Primary Source provides learning opportunities and curriculum materials for K-12 educators. By introducing global content, Primary Source shapes the way teachers and students learn, so that their knowledge is deeper and their thinking is flexible and given to inquiry.

Mission Statement

Primary Source advances global education in schools. We promote history and humanities education by connecting educators to people and cultures throughout the world. In partnership with teachers, scholars and the broader community, Primary Source provides learning opportunities and curriculum materials for K-12 educators. By introducing global content, Primary Source shapes the way teachers and students learn, so that their knowledge is deeper and their thinking is flexible and given to inquiry.

FinancialsMORE »

Fiscal Year Jan 01, 2014 to Dec 31, 2014
Projected Income $1,280,311.00
Projected Expense $1,465,641.00

ProgramsMORE »

  • International Study Tours
  • Library
  • Professional Development Programs

Revenue vs. Expense ($000s)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Expense Breakdown 2010 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

Primary Source advances global education in schools. We promote history and humanities education by connecting educators to people and cultures throughout the world. In partnership with teachers, scholars and the broader community, Primary Source provides learning opportunities and curriculum materials for K-12 educators. By introducing global content, Primary Source shapes the way teachers and students learn, so that their knowledge is deeper and their thinking is flexible and given to inquiry.

Background Statement

Since 1989, Primary Source has been creating professional development programs on world histories, global issues, and diverse cultures for K-12 teachers. Founded by experienced educators, the organization's original mission was to promote social studies and humanities education that was historically accurate, culturally inclusive, and explicitly concerned with ending racial and cultural discrimination. This thinking echoed that of Elma Lewis, champion of minority rights, who stated that "once we know how to understand a person culturally, then we know how to make that person thrive." The organization takes its name from the term used by historians to distinguish original, uninterpreted material from secondary or third-hand accounts. We reach over 2,500 teachers—who in turn influence over 200,000 students—every year, helping them become globally competitive and culturally fluent.

Primary Source develops its programs through collaborations with university-based scholars and expert teachers who translate academic scholarship into classroom lessons. Although our courses are open to all educators, we give preferences to teachers working in our over 45 partner districts and schools. Our partners commit to updating their curricula and sharing promising practices, and receive benefits that include: reduced program rates, access to curriculum materials, and consultation with our experts. Although we are a relatively small organization, our reach is large. We offer in-person trainings and workshops; international study tours; interactive online courses and webinars; and present at national education conferences. We offer online more than 60 resource guides including book, film, website, and curricular recommendations free of charge. We send informational e-mails and bi-monthly newsletters to over 10,000 teacher subscribers in 178 countries and territories.

We document our results through various methods, including surveying teachers and other educators, using the expertise of objective third parties, and collecting case studies. We invite and respond to feedback from educators, school administrators, government officials, and business leaders – in continuous dialog with communities where we operate as well as with our partner schools and districts. Like the students our teachers serve, we are learning and growing in an increasingly interconnected world.

Impact Statement


-In one year, reached over 2,500 teachers in over 60 online programs, face-to-face courses, and international study tours; these teachers impacted over 200,000 students last year.

-Doubled the number of online courses we offer, going from 3 to 6 online courses, with plans for 3 more in the coming year. This flexible platform met teacher demand for accessible learning and helped us leverage limited resources to reach more teachers.

-In partnership with Boston Public Schools, Primary Source designed 18 Common Core-aligned curriculum units based on global primary sources for use by all BPS 3rd-5th grade teachers.

-Co-hosted the 2013 National Chinese Language Conference, attended by 1,200 educators from around the world. Scholar-experts, performers, and master teachers shared best practices in teaching about Chinese language, history, and culture.

-Analyzed our current revenue streams and made a strategic decision to revise our earned revenue models to become less dependent on contributed giving. Enhanced our partnership model and developed a series of consulting services that we now offer to schools and districts.

-Reached out to over 40 districts that were not currently in partnership with us, leading to a 10% increase in partnership revenue and a pipeline of prospective clients.


-Design a “theory of change” to guide the revision of our program evaluation tools and systems and better capture the impact of our work.

-Identify a new database to effectively track new clients, donors, and communities, as well as the details of our evolving relationships. Ensure that this database effectively supports our new outreach efforts across Massachusetts, New England, and beyond.

-Redesign and launch a new website to improve the ways in which we communicate our mission and work. Ensure that the website better reflects the more diverse and robust slate of programs and services now available to educators.

Needs Statement

Capacity Building and Program Development: Increase staff positions to develop more online courses and resources in order to reach a more diverse array of teachers from around the country. Develop capacity to do more targeted outreach to school districts and provide customized services to meet changing needs in the education landscape. Build a more robust collection of courses on cultural proficiency to meet the demands of the changing demographics in Massachusetts and across our country. 

Evaluation and Impact:
A stronger, more centralized data collection and evaluation component to measure the impact of our programs on partner districts and schools, on individual teachers, and on the students they serve.

Marketing and Communications:
A more robust marketing and communications team to expand our reach both locally and nationally.

Technology and Infrastructure:
New or upgraded database, software, and tech support to maintain more robust communications and tracking systems. Creation of a new and improved website to showcase our mission and work and to better serve the needs of our clients.

CEO Statement


Board Chair Statement


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
City of Boston- Citywide (Indiv. neighborhoods also listed)
Primary Source's services are available to all K-12 teachers and administrators in public and private schools--locally, regionally, and nationally. In addition to working with individual educators, we have formal partnerships with over 45 schools and districts in the Boston area who receive a slate of programs and services to globalize their work with students.

Organization Categories

  1. Education - Elementary & Secondary Schools
  2. Arts,Culture & Humanities - Cultural & Ethnic Awareness
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Under Development


International Study Tours

For over 17 years, Primary Source has led educators on international study tours to deepen their understanding of the world and to bring that enthusiasm for global learning to students. On average, Primary Source takes 75 teachers a year on 1-2 week tours to engage in people-to-people exchange and to explore the topics they have been studying in our courses. As a condition of travel, educators must complete a multi-day educational program with Primary Source and create an original curriculum that they will implement upon their return. Travelers explore a research question while on tour, collect artifacts and materials to bring back to the classroom, and build a professional network that remains strong long after the tour is over. All tours include an academically-rich orientation and a follow-up session where teachers share their curriculum with others. Primary Source has taken educators to China, Japan, Cambodia, Vietnam, Ghana, Benin, Peru, Turkey, and the Dominican Republic.
Budget  $300,000.00
Category  Education, General/Other Educational Programs
Population Served Adults
Program Short-Term Success  Our immediate goal is that teachers bring their newfound experience and enthusiasm back to their students and translate it into concrete and meaningful lessons and units. We expect every participating educator to create an impact project and to share its outcomes with Primary Source and colleagues. We expect that the majority of teachers will go beyond their own classrooms and bring new materials to their schools, give talks to their school and home communities, and build momentum for global learning in their districts. Our teachers will return as teacher-leaders who can help their school culture become more globally-inclusive and connected to 21st century learning.
Program Long-Term Success  Through educational travel, Primary Source hopes to change the way teachers think about their place in the world, so that they will bring first-hand experiences and materials back to their classrooms to change the way students learn about global issues and their global peers. A single, meaningful travel experience with other K-12 educators often means that teachers can forever change the way they approach teaching and learning—from viewing subjects through a single lens to integrating multiple perspectives into everything that involves their students. Our vision is that teachers will not only enhance the way they teach their core content, but that they will also inspire their colleagues, students, and parent communities to embrace the entire world as their classroom and seek transformational travel experiences of their own.
Program Success Monitored By  Primary Source measures the success of its study tours by issuing surveys to participating educators after their return. We collect these results and make changes to future tours based on teacher feedback. We informally poll teachers at future gatherings to see how they have implemented what they have learned on tour. Many teachers consequently serve as “lead teachers” in our workshops and bring their learning back in the form of professional development for their colleagues.
Examples of Program Success  A Winchester, MA teacher made a connection with a school for the children of migrant workers on our trip to China. She subsequently formed the Winchester Dandelion Project (operating for 10 years), bringing students to China to work and live alongside the students. Two educators from Brookline, MA who took courses and traveled with Primary Source formed the Brookline Cambodia Partnership, building a school in rural Cambodia and taking students to build cross-cultural relationships. Teachers in Maine connected with an orphanage on our tour to Ghana and have since returned to work in the summers, fund and build a new kitchen for the school, and develop strong ties across cultures. Less formal examples include sister school partnerships, videoconferencing and pen pal projects between teachers in the U.S. and overseas.


“The study tour was the catalyst to helping us expand our school’s vision to now include visits and collaborations with China as part of our work with students.”


The Primary Source Library is an education resource library with approximately 7,150 items—books, curriculum units, and films. Library patrons are elementary and secondary educators, and the collection is developed with them as the audience. The overarching goals of the library are to provide high-quality materials for teachers to use to develop their own knowledge of world regions, histories, and cultures and to provide them with materials they can use with students in their classrooms. Over 2,100 people hold library cards and can check materials out from the collection. Since 2009, the library has been creating online resource guides to increase the reach of the library collection beyond the physical space in Watertown, MA. These online resource guides allow us to enhance print bibliographies created prior to 2009 and create dynamic webpages with embedded videos, RSS news feeds, and links to digital tools.
Budget  $95,000.00
Category  Education, General/Other Library
Population Served Adults Children and Youth (0 - 19 years)
Program Short-Term Success  Increased reference transactions and circulation of library materials. Increased use of library resource guides via the Primary Source website.
Program Long-Term Success  Increased use and recognition of the Primary Source Library as a main source for global literature and resources for globalizing the K-12 curriculum.


Integration of resources (books, websites, films) into K-12 classrooms recommended by the Primary Source Librarian through the website, workshops, and book groups.

Program Success Monitored By  Success will be measured by increased circulation of library materials and increased use of the Primary Source website, particularly the resource guide pages. Success will also be measured by use of recommended resources in K-12 classrooms (self-reported data by teachers).
Examples of Program Success  -Use of library resource guides is up 8% over the first quarter of 2012. Use of the resource guides has doubled since 2011.

-Reference statistics are up 10% over the first quarter of 2012.

-Following a Primary Source book group using the book Bamboo People by Mitali Perkins, the Watertown Public Schools (MA) integrated the book into their middle school curriculum.

-As a result of our use of The Queen of Water by Laura Resau in an online book group, teachers from the Hopkinton Public Schools (MA) met the protagonist of the book while visiting Ecuador in 2013.

-Following workshops on graphic novels in the classroom, teachers have integrated new graphic novels such as The Arrival, American Born Chinese, Pride of Baghdad, and Vietnamerica into their curriculum.

Professional Development Programs

Primary Source’s professional development programs for educators reach over 2,500 teachers a year, impacting 200,000 students annually. All courses focus on deepening teachers’ understanding of world histories and cultures that are typically underrepresented in the curriculum. We have programs on Asia, the Middle East, Africa, Latin America, and the U.S. in a global context. Courses include:

-Week-long summer institutes
-Face-to-face 1-day workshops, 3-day seminar series, and afternoon programs
-Online courses (4-week or 8-week)
-Online webinars and book discussion groups

All programs are graduate-level and carry professional development points. Some courses qualify teachers for graduate credits from an accredited institution. Our model combines academic content with pedagogical strategies for bringing global perspectives into the classroom. Scholars offer lectures, master teachers run hands-on workshops, and teacher-participants create curriculum as a result of their study.

Budget  $900,000.00
Category  Education, General/Other Educational Programs
Population Served Adults
Program Short-Term Success  We believe that investing in the learning of teachers is the best way to create large-scale impact on student learning and outcomes. This is why Primary Source works to perfect its professional development model to both meet teacher demand for in-depth global content and to present practical teaching strategies that can be directly applied to the classroom. We expect that all of participating teachers will leave our courses feeling more knowledgeable about the given topic, more confident and capable of teaching through a global lens, and more supported with access to classroom-friendly materials that will serve them in the future. We also measure success through the increasing amount of class time that teachers dedicate to global issues and world cultures as an integral part of the core curriculum. 
Program Long-Term Success  Our long-term goal is that educators throughout New England and across the country are able to confidently bring diverse global materials and perspectives into their curriculum, so that all students are effectively prepared for the challenges and opportunities of an interconnected global society. Students will be exposed to deep content and rich materials from around the world, so that they develop a curiosity for and sensitivity to other cultures that leads to a more informed and active global citizenry, now and in the future.
Program Success Monitored By  We evaluate our success and impact through pre-course and post-course surveys of participating teachers. We also seek teacher feedback after each day of every multi-day program and welcome verbal feedback throughout our courses. One year after course completion, Primary Source issues an additional survey to see how teachers are implementing their learning and in what ways student attitudes about the world have changed as a result of their teachers’ new content and methods. Primary Source surveys its partner districts annually to ensure that programs are meeting their needs and that the variety of topics chosen continues to engage teachers.
Examples of Program Success  - 91% of online course participants said they would recommend the course to a colleague.           

- 78% of participants reported adding new content related to the course topic into their teaching in the year after the course.

-92% of participants in summer institutes reported a "good" or "very good" understanding of the topic following the course; 76% of participants planned to apply knowledge gained during the upcoming school year (most others reported they would within the next few years).

“ONE OF THE BEST PD EXPERIENCES I'VE HAD! It was practical, full of resources that could be used immediately, interesting, and opened my mind up to new ideas professionally and personally.”


“This course made teaching these overwhelming and sometimes sensitive topics possible. It gave me the resources and knowledge to guide students through a journey of the world as it is and to help them envision what it could be if they enacted change in how we treat one another and the earth.”

CEO/Executive Director/Board Comments



CEO/Executive Director Ms. Julia de la Torre
CEO Term Start Aug 2010
CEO Email
CEO Experience

Julia brings an extensive background in domestic and international education to Primary Source. A former French language teacher, Julia has also taught English in Morocco and Moldova, where she served as a Peace Corps volunteer from 2003-2005. A 2006 graduate of the Harvard Graduate School of Education, Julia studied international education policy with a particular interest in education in countries undergoing major transition or conflict. During her graduate studies, Julia conducted fieldwork at WorldTeach in Cambridge, MA, where she developed their first-ever standardized training curriculum.

Committed to global education in public schools, Julia served as the Global Studies Coordinator for the International School of the Americas in San Antonio, TX, an anchor school for the Asia Society's International Studies Schools Network. Julia led a team of teachers from across the country to develop standards and rubrics for world language classrooms in the Asia Society network.

From 2006 to 2010, Julia served as a Program Director for Primary Source, developing courses and leading study tours for educators. Julia helped build Primary Source's Latin America program, which is now thriving. In addition to co-leading study tours to Ghana and China, Julia developed and led the organization's first study tour to Latin America, with a focus on service-learning. Julia has expertise in educational technology and global education, which she has expertly combined in Primary Source's first-ever online courses and curriculum. Now as Executive Director, Julia brings her vision of blended learning to Primary Source, promoting both face-to-face and online means to provide high-quality professional development for teachers.

She holds a Certificate in Non-Profit Management and Leadership from the Boston University School of Management, an Ed.M. from the Harvard Graduate School of Education, and a B.A. from Haverford College.

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Kathleen M. Ennis Aug 2001 Aug 2010

Senior Staff

Name Title Experience/Biography
Deborah Cunningham Senior Program Director --
Sue Cuyler Director of Marketing and Communications --
Abigail Detweiler Director of Program Operations --
Judith Katz Director of Development --
Robert LaRocca Director of Strategic Collaborations --
Katherine Mombourquette Finance Administrator --


Award Awarding Organization Year
Innovation Award Finalist Smaller Business Association of New England 2011
Prize for Excellence in International Education Goldman Sachs Foundation 2007


Affiliation Year
Women in Development 2011
Massachusetts Nonprofit Network --
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


We maintain close partnerships with universities including, but not limited to, Boston College, Boston University, Harvard, Tufts, Northeastern, and Wellesley College. We partner with Boston-area cultural groups, community institutions, and museums to provide meaningful and engaging learning experiences for our participants. These collaborations allow us to leverage exceptional local resources and to serve as a bridge between classroom teachers and academic and cultural institutions. We partner with over 45 districts and schools across New England to provide content-rich professional development and curriculum resources with a global focus, plus expert consultation to K-12 teachers and administrators. These partnerships are typically long-term, with an average partner retention rate of 86%.

CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 10
Number of Part Time Staff 6
Number of Volunteers 10
Number of Contract Staff 2
Staff Retention Rate % 90%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 12
Hispanic/Latino: 1
Native American/American Indian: 1
Other: 0
Other (if specified): South Asian
Gender Female: 11
Male: 4
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions

Commercial General Liability

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually


Board Chair Ms. Rosemary Hoey-Pisano
Board Chair Company Affiliation No Affiliation
Board Chair Term Sept 2011 - Sept 2013
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Donald Andrade Andrade Advisory Group Voting
Buzz Birnbaum Hammond Real Estate Voting
Morgan Brown Community volunteer Voting
Gerald E. Campbell Retired Voting
Julia de la Torre Primary Source Inc. NonVoting
Katherine Fick attorney Voting
Susan J. Goldberg Consultant Voting
Carol Goss Development and Communications Consultant Voting
Rosemary Hoey-Pisano Retired Voting
Claudette Hunt Business organization, designer Voting
Rosalie Kerr Retired Voting
Mike MacEwen Beacon Interactive Systems Voting
Diane Palmer Teacher Voting
Lalitha Ramakrishnan Marketing and Communications Consultant Voting
Evelyne Vallet Consultant Voting
Anne Watt Community volunteer; Primary Source co-founder Voting
Matt Zalosh Boston Common Asset Management Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Vernon Alden Retired NonVoting
Steve Cohen Tufts University NonVoting
Kathleen Ennis Former Executive Director, Primary Source NonVoting
Henry Louis Gates WEB DuBois Institute NonVoting
The Hon. Julian Houston Middlesex Superior Court NonVoting
Jackie Jenkins-Scott Wheelock College NonVoting
Tarun Khanna Harvard Business School NonVoting
Alan Lightman MIT NonVoting
Peggy McIntosh Wellesley College NonVoting
Fernando Reimers Harvard Graduate School of Education NonVoting
Anna Roelofs Primary Source co-founder NonVoting
John Stauffer Harvard University NonVoting
Vivien Stewart Asia Society NonVoting
Ambassador Charles Stith Boston University NonVoting
Ezra Vogel Harvard University Asia Center NonVoting
John R. Watt Independent China Scholar NonVoting
Shiping Zheng Bentley University NonVoting

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 2
Caucasian: 12
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 1
Gender Female: 11
Male: 6
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 85%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

  • Advisory Board / Advisory Council
  • Board Development / Board Orientation
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance

CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Expense Breakdown 2010 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2012 2011 2010
Total Revenue $1,326,297 $1,432,839 $2,231,554
Total Expenses $1,617,155 $1,730,013 $1,533,864

Prior Three Years Revenue Sources

Fiscal Year 2012 2011 2010
Foundation and
Corporation Contributions
-- $408,123 $1,112,872
Government Contributions $0 $235,933 $272,368
    Federal -- $184,224 $228,518
    State -- $32,859 $26,350
    Local -- $18,850 $17,500
    Unspecified -- -- --
Individual Contributions $524,084 $120,773 $86,725
Indirect Public Support -- -- --
Earned Revenue $712,395 $597,007 $635,776
Investment Income, Net of Losses $5,197 $-4,099 $23,014
Membership Dues -- -- --
Special Events $84,621 $75,102 $100,799
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2012 2011 2010
Program Expense $1,181,131 $1,284,863 $1,089,458
Administration Expense $272,636 $257,274 $263,701
Fundraising Expense $163,388 $187,876 $180,705
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.82 0.83 1.45
Program Expense/Total Expenses 73% 74% 71%
Fundraising Expense/Contributed Revenue 27% 22% 11%

Prior Three Years Assets and Liabilities

Fiscal Year 2012 2011 2010
Total Assets $1,920,824 $2,199,010 $2,502,944
Current Assets $1,773,645 $1,724,660 $1,738,839
Long-Term Liabilities $0 $0 $0
Current Liabilities $63,517 $64,616 $71,376
Total Net Assets $1,857,307 $2,134,394 $2,431,568

Prior Three Years Top Three Funding Sources

Fiscal Year 2012 2011 2010
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $133,165.00
Spending Policy Income Only
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
How many months does reserve cover? 9.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2012 2011 2010
Current Ratio: Current Assets/Current Liabilities 27.92 26.69 24.36

Long Term Solvency

Fiscal Year 2012 2011 2010
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

For many years, Primary Source received the overwhelming majority of its funding from one private foundation. During that time, the organization’s directors and management set aside a large amount of savings to prepare for a day when that funding decreased. In 2011, after its biggest funder was heavily impacted by the economic downturn, this decrease was realized and Primary Source began utilizing its savings to invest in diversifying its revenue sources. Thanks to many years of investment and resisting the urge to accumulate debt or fixed assets, Primary Source found itself able to use its capital reserves to fund a change in revenue strategy.

Most notably, Primary Source invested in new program development, outreach, and online content in order to meet the demands of a quickly evolving education landscape and to increase its most predictable and repeatable revenue source: earned revenue.

Since this investment in 2011, Primary Source has made progress on the diversification front. Partnerships with school districts, consulting engagements, and course attendance revenue have increased as a percent of overall revenue from 30% in 2009 to 41% in FY 2013. This diversity is important to the long-term health of the organization and the result of much effort over several years.
In 2013-14, Primary Source Board and Management developed a plan that will deliberately use cash reserves to fund a shift farther away from a reliance on contributed revenue to a healthy mix of earned revenue and grants/contributions. The deficit projected for FY 2014 reflects the beginning stages of this plan, with investment in personnel, technology, and infrastructure that will enable Primary Source to reach a larger audience and expand its educational offerings so that it can respond more flexibly to the needs of educators. The three-year strategic plan involves investment in years 1 and 2, followed by a planned surplus in year 3. Upon request, Primary Source will share an executive summary of this plan.

Primary Source continues to gain momentum as a leader in the effort to bring an enhanced understanding of global issues to K-12 teachers and administrators. Primary Source staff is heartened by the strong interest in our work from teachers around the country and continues to work diligently to build strategic partnerships with universities, funding organizations, and corporate partners.


Note: The dramatic increase in revenue in 2010 is due to the receipt of a sizable three-year grant.

Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s. For fiscal years 2011 and 2010 the organization provided further revenue breakout detail. Contributions from foundations and corporations are listed under individuals when the breakout was not available.


Other Documents

No Other Documents currently available.


The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.

1. What is your organization aiming to accomplish?


2. What are your strategies for making this happen?


3. What are your organization’s capabilities for doing this?


4. How will your organization know if you are making progress?


5. What have and haven’t you accomplished so far?