Form 99o
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
Department of the Treasury
Internal Revenue Service
The organization m .
or tax ear be innin
A For the 2004 calendar
B Check if applicable
Address change
Name change
Initial return
1-1 Final return
Amended return
Application pending
Please
use IRS
label or
print or
type .
See
Specific
Instruc-
tions
C Name of organization
have to use a copy of this return to satisfy state
10/1/2003
. and endir
Number and street (or P O box if mad is not delivered to street address)
2004
D Employer identification number
Room/suite E Telephone number
1875 Connecticut Ave N . W .
City or town
State or country
ZIP + 4
520
Washin gton
D .C .
[-]Other (specify)
20009-5728
H and I are not applicable to section 527 organizations.
H(a) is this a group return for affiliates
1:1 Yes ~X No
H(b) If "Yes ;" enter number of affiliates
0 Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable
trusts must attach a completed Schedule A (Form 990 or 990-EZ).
J Organization type (check only one)
OMB No 1545-0047
" ~X 501(c) (
3)
1 (insert no ) 1:14947(a)(1) or
K Check here
t0if the organization's gross receipts are normally not more than $25,000 The
organization need not file a return with the IRS, but if the organization received a Form 990 Package in the
mad, it should file a return without financial data Some states require a complete return .
527
202 483-1100
F Accounting method :
Cash
H(c)
Are all affiliates included
D Yes EK No
(If "No," attach a list See instructions )
H(d)
Is this a separate return filed by an organization
covered by a group rulings
Yes ~X No
M
Check " F_~if the organization is not required
.
to attach Sch B (Form 990, 990-EZ, or 990-PF)
L Gross recei pts Add lines 6b 8b, 9b and 10b to line 12
6 920 207
Revenue, Ex p enses, and Chan g es in Net Assets or Fund Balances See p a g e 18 of the instructions .
0
1
Contributions, gifts, grants, and similar amounts received :
C"i
a Direct public support . . . . . . . . . . . . . . . . .
1a
192,813. . . . . . . . . . . . . .
b Indirect public support . .
1b
c Government contributions (grants) . . . . . . . . . . . .
1c
d Total (add lines 1 a through 1c) (cash $
192,813 noncash $
0 )
1d
192,813
2
Program service revenue including government fees and contracts (from Part VII, line 93) .
2
6,203,195
3
Membership dues and assessments . . . . . . . . . . . . . . . . . . . . . .
3
123,902
4
4
Interest on savings and temporary cash investments . . . . . . . . . . . . . . . .
8
5
Dividends and interest from securities . . . . . . . . . . .
. . . . . . .
5
99,476
6 a Gross rents . . . . . . . . . . . . . . . . . . . . .
6a
b Less : rental expenses . . . . . . . . . . . . . . . . .
6b
6c
0
c Net rental income or (loss) (subtract line 6b from line 6a) . . . . . . . . . . . . . .
" UNREALIZED GAINS - MUTUAL FUNDS
7
Other investment income (describe
7
300 , 813
8 a Gross amount from sales of assets other
(a) securities
(B) Other
than inventory . . . . . . . . . . . . .
0 8a
0 `
b Less : cost or other basis and sales expenses .
0 8b
0
c Gain or (loss) (attach schedule) . . . . . .
0 8c
0
d Net gain or (loss) (combine line Sc, columns (A) and (B)) . . . . . . . . . . . . .
8d
0
9
Special events and activities (attach schedule) If any amount is from gaming, check here
1
a Gross revenue (not including $
192,813 of
9a
0
contributions reported on line 1a) . . . . . . . . . . . .
b less : direct expenses other than fundraising expenses . . . .
9b
0 ,
c Net income or (loss) from special events (subtract line 9b from line 9a) .
. . . . . .
9c
0
10a Gross sales of inventory, less returns and allowances . . . .
70a
b Less : cost of goods sold . . . . . . . . . . . . . . . .
10b
. . .
10c
0
c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a)
71
Other revenue (from Part VII, line 103) . . . .
DC~ ~+
~
=
. . . . .
71
0
12
Total revenue add lines 1d 2, 3, 4, 5, 6c, 7, 8d c, .10~e~1\VI I.VGD .
12
6 , 920,207
13
6,015,173
13
Program services (from line 44, column (B)) . .
. . . . . . . . . .I:* . . .
d 14
Management and general (from line 44, column ( , g
D
. . . .
14
389,089
'MAY '1 '6' 2005
15
180,681
d 15
Fundraising (from line 44, column (D)) . . . .
o?
. . . . . . . . . U) . . . . .
16
0
16
Payments to affiliates (attach schedule) . . . .
~
. . . .
17
6,584,943
17
Total ex penses add lines 16 and 44, column A .
-CM DEN 18
335,264
18
Excess or (deficit) for the year (subtract line 17 fro . '
. . . .. . . . . . . . . .
19
4,986,545
19
Net assets or fund balances at beginning of year (from line 73, column (A)) . . . . . . .
20
0
20
Other changes in net assets or fund balances (attach explanation) . . . . . . . . . . .
21
5,321,809
z 21
Net assets or fund balances at end of ear combine lines 18, 19, and 20
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions .
(HTA)
Form 990 (2004)
8 ~
Form sso (2004
I
Statement of
Functional Ex enses
53-0214030
Pag e 2
Po p ulation Reference Bureau
All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizations
and section 4947(a)(1) nonexempt charitable trusts but optional for others (See page 22 of the instructions )
Do not include amounts reported on line
Rh Rh Qh
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
b
c
d
e
f
(A) Total
1l)h nr 1 R of Part I
Grants and allocations (attach schedule)
0)
(cash
$
0 noncash $
Specific assistance to individuals (attach schedule)
Benefits paid to or for members (attach schedule)
Compensation of officers, directors, etc.
Other salaries and wages . . .
Pension plan contributions . . .
Other employee benefits . . . .
Payroll taxes . . . . . . . . .
Professional fundraising fees . .
Accounting fees . . . . . . .
Legal fees . . . . . . . . .
Supplies . . . . . . . . . .
Telephone
. . . . . . . .
Postage and shipping . . . . .
Occupancy . . . . . . . .
Equipment rental and maintenance
Printing and publications . . . .
Travel . . . . . . . . . . .
Conferences, conventions, and meetings
Interest . . . . . . . . . . .
Depreciation, depletion, etc. (attach schedule)
Other expenses not covered above (itemize): a INSURANCE _ _ _
NON-CAPITALIZED EQUIPMENT
CONTRACTED SERVICES
--------------------------------------------------------STAFF DEVELOPMENT / MISCELLANEOUS
OVERHEAD ALLOCATION
--------------------------------------------------------*f~iii ii~n_~ilional
----------------------------------------------expenses (add lines 22 through 43). Organizations
completing columns (B)-(D) carry these totals tolines 13-15 .
Joint Costs. Check
"Dif you are following SOP 98-2 .
(s) Program
services
(c) Management
(D) Fundraising
and general
22
23
24
25
26
27
28
29
30
31
32
33
0
0
0
260,706
1,861,637
155,511
500,756
178,527
0
18,170
1,788
50,457
0,
0
02, 114
570,978
115,266
371,163
132,325
0
234,122
269,491
36,901
118,825
42,363
0
24,470
21,168
3,344
10 ,768
3,839
0
36
37
38
39
40
41
42
43a
43b
43c
43d
43e
43f
507,838
13,192
505,612
578,814
144,469
0
56 ,779
19,829
23 ,616
1,373,668
22,173
0
0
17,550
550
476145
542,058
88,740
16,454
26,830
6,275
490,288
12,642
16,081
30,522
48 .148
0
75
0
16,781
0
0
13,386
6,234
7,581
44
6,584,943
0
0
18,637
1,161,796
7,0451
1,215,363
6,015,173
".
7
-1
0
0
4,979
174,097
15,128
389,089 -
. . . " [:]Yes
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services
0 , (Ii) the amount allocated to Program services $
If "Yes," enter (i) the aggregate amount of these joint costs
$
$
and Iv the amount allocated to Fundraising $
Ifi the amount allocated to Mana gement and g eneral
".r
Statement of Proaram Service Accomplishments (See page 25 of the instructions .)
What is the organization's primary exempt purpose?
" SEE
STATEMENT 3-----------------------------------------------
All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number
of clients served, publications issued, etc. Discuss achievements that are not measurable . (Section 501(c)(3) and (4)
organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others )
a COMMUNICATIONS : SEE STATEMENT 3
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Grants and allocations $
b INTERNATIONAL -PROGRAMS :-SEE -STATEMENT -3
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Grants and allocations $
STATEMENT
3
c DOMESTIC PROGRAMS -: SEE --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Grants and allocations
d------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Grants and allocations $
Grants and allocations $
Other
ram
services
attach
schedule
e
prog
. "
f Total of Program Service Expenses (should equal line 44, column (B), Program services)
18
~X No
Program Service
Expenses
(Required for 501(c)(3) and
(4)orgs,and4947(a)(1)
trusts, but optional for
others
934,500
3,282,060
1 ,798,613
6,015,173
Form 990 (2004)
Form 990(2004)
Population Reference Bureau
Page 3
53-0214030
Balance Sheets (See page 25 of the instructions .)
Note :
45
46
Where required, attached schedules and amounts within the description
column should be for end-of-year amounts only.
Cash-non-interest-bearing . . . . . . . . . . . . . . . . . .
Savings and temporary cash investments . . . . . . . . . . . . .
47 a Accounts receivable . . . . . . . . . .
b less : allowance for doubtful accounts . . .
48 a
b
49
50
y
51 a
b
52
53
54
55 a
b
56
57 a
b
58
47a
47b
~
457,764
0
48a
0
Pledges receivable . . . . . . . . . .
48b
0
less : allowance for doubtful accounts . . .
Grants receivable . . . . . . . . . . . . . . . . . . . . . .
Receivables from officers, directors, trustees, and key employees
(attach schedule) . . . . . . . . . . . .
Other notes and loans receivable (attach
0
schedule) . . . . . . . . . . . . .. ..
51a
51b
0
Less : allowance for doubtful accounts .
Inventories for sale or use . . . . . . . . . . . . . .
. . . .
Prepaid expenses and deferred charges . . . . . .
. . .
X FMV
Investments-securities (attach schedule) . . . . No-[:]Cost
Investments-land, buildings, and
equipment: basis . . . . . . . . . . .
55a
0
Less : accumulated depreciation (attach
0
schedule) . . . . . . . . . . . . . .
55b
. . . . . . .
Investments-other (attach schedule) . . . .
57a
511 ,206
Land, buildings, and equipment: basis . . .
Less : accumulated depreciation (attach
57b
362,772
schedule) . . . . . . . . . . . . . .
Other assets (describe
)
" DUE FROM PRB ASSOCIATES
Total assets add lines 45 through 58 must equal line 74 .
Accounts payable and accrued expenses . . . . . . . . . . .
Grants payable . . . . . . . . . . . . . . . . . . . . .
Deferred revenue . . . . . . . . . . . . . . . . . . . .
Loans from officers, directors, trustees, and key employees (attach
schedule) . . . . . . . . . . . . . . . . . . . . . .
64 a Tax-exempt bond liabilities (attach schedule) . . . . . . . . .
b Mortgages and other notes payable (attach schedule) . . . . . .
65
Other liabilities (describe
" STATEMENT 8
59
60
61
62
63
. .
. .
. .
. .
. .
)
(A)
Beginning of year
(B)
End of year
37,408
2,075,278
45
46
66,631 1-47c I
programs and accomplishments .
457
0 48c
49
0
0
0
50
0 51c
52
28,681 53
3,989,692 54
0
34,340
5,201,431
0 55c0
0
0 56
205,213 57c
883,117 58
7,286 020
223,273
1 ,665 , 189
0
0
0
411,013
59
60
61
62
xM.
63
64a
64b
65
2,299,475 66
Total liabilities add lines 60 throug h 65 .
Organizations that follow SFAS 117, check here . . " X and complete lines
67 through 69 and lines 73 and 74 .
4,944,665 67
Unrestricted . . . . . .. .. . . : : : : . . : : . . . . : : ; : . . : : .
67
68
68
Temporarily restricted .
41,880
69
m 69
Permanently restricted . . . . . . . . . . . . . .
. . . . .
follow
SFAS
117,
check
here
"
Organizations that do not
1--land
complete lines 70 through 74 .
70
70
Capital stock, trust principal, or current funds . . . . . . . . . . .
..`'
71
y 71
Paid-in or capital surplus, or land, building, and equipment fund . . . .
72
10
y~
72
Retained earnings, endowment, accumulated income, or other funds . .
Total net assets or fund balances (add lines 67 through 69 or
d 73
lines 70 through 72 ;
4,986,545 73
column (A) must equal line 19 ; column (B) must equal line 21) . . . .
7,286,020 74
74
Total liabilities and net assets / fund balances add lines 66 and 73
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a
particular organization . How the public perceives an organization in such cases may be determined by the information presented
on its return . Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's
66
46 , 677
422,671
148,434
883,215
7, 194,532
193,014
1,276,438
0
0
0
403,273
1,872 725
5,279,927
41,880
5,321,807
7,194,532
Form 990 (2004)
;]
a
b
(1)
(2)
( 3)
(4)
c
d
Reconciliation of Revenue per Audited
Financial Statements with Revenue per
Return See page 27 of the instructions .
Total revenue, gains, and other support
per audited financial statements . .
6,920
" a
Amounts included on line a but not
'°
on line 12, Form 990:
Net unrealized gains
'
on investments . . . . $
Donated services and
., .
use of facilities . . . . $
Recovenes o f prior
'
year grants . . . . . $
Other (specify).
PRB ASSOC _____
$
2
Add amounts on lines (1) through (4)
t b
Line a minus line b . . . . . . .
Amounts included on line 12,
Form 990 but not on line a :
(1) Investment expenses
not included on line
6b, Form 990 . . . . $
(2) Other (specify):
" c
Reference Bu
6,920,207
a
b
(1)
(2)
(3)
(4)
c
d
(1)
(2)
------------- :----
rceconciiiation or cxpenses per Auaitea
Financial Statements with Expenses per
Total expenses and losses per
audited financial statements . . . " a
Amounts included on line a but not
on line 17, Form 990 :
Donated services
and use of facilities . . $
Prior year adjustments
reported on line 20,
Form 990 . . . . . . $
Losses reported on
line 20, Form 990 . .
$
Other (specify) :
PRB
$
100
----- ASSOC
$
.
------------Add amounts on
.line s (1) through (4) " b c
Line a minus line b . . . . . . . " c
Amounts included on line 17,
Form 990 but not on line a:
Investment expenses
not included on line
6b, Form 990 . . . . $
Other (specify):
6.!
6, 584,94 :
' -
-
_ 'P
--------~
$
---------Add amounts on lines (1) and (2) . . " d
~ 0
Add amounts on lines (1) and (2) . " d
Total revenue per line 12, Form 990
e
Total expenses per line 17, Form 990
line c plus line d
" e
6,920 207
line c plus line d
" e
6,584,E
List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated; see page 27
of the instructions .)
e
(B) Title and average hours
per week devoted to position
(A) Name and address
Name WILLIAM P BLITZ Sir 1875 CONN AVE
Title PRES/CEO
at WASHINGTON
Sr DC
ziP 20009----- Hr/WK 60
Name JAMES E SCOTT Str 1875 CONN AVE
WASHINGTON
s7 DC zip 20009
Titre CFO/COO
HrNVK 50
Name
Str
----Ci-------------------ST ------ZIP----------Name SEE ATTACHED
Name
Ci ty
Name
City
Title
Hr/WK
Title
Title
ZIP
Hr/WK
ZIP
Hr/WK
qtr
ST
Title
Name
At[
----Cit-------------------ST ------ZIP ---------Name
At[
0
Title
qt[
qtr
13
I
(E) Expense
account and other
allowances
Title
Str
ST
191
I
(D) Contributions to
employee benefit plans 8
deferred compensation
Hr/WK
Name
qtr
----Cd ------------------ST ------ZIP --------Name
(C) Compensation
(If not paid,
enter -0-.)
Title
Hr/WK
I
Title
75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your
organization and all related organizations, of which more than $10,000 was provided by the related organizations? 1110,0Yes ~X No
If "Yes," attach schedule-see page 28 of the instructions .
Form 990 (2004)
Form sso 2004
76
77
PPopulation Reference Bureau
53-0214030
Other Information See page 28 of the instructions .
Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity
Were any changes made in the organizing or governing documents but not reported to the IRS? . . . . .
If "Yes," attach a conformed copy of the changes.
78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? . .
b If "Yes," has it filed a tax return on Form 990-T for this year? . . . . . . . . . . .
. . . . . . .
79
Was there a liquidation, dissolution, termination, or substantial contraction during the yeah If "Yes," attach a statement . .
80 a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organizations . . . . . . .
b If"Yes,"enter the name of the organization tPRBASSOCIATES ----------------------------------------
______ .___ . ._________ ._andcheckwhetheritis Dexemptor OX nonexempt.
81 a ----------------------------------------------Enter direct and indirect political expenditures . See line 81 instructions . . .
81a
0
b Did the organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . .
82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge
or at substantially less than fair rental value? . . . . . . . . . . . . . . . . . . . . . . . . . .
b If "Yes," you may indicate the value of these items here. Do not include this amount
as revenue in Part I or as an expense in Part II . (See instructions in Part III .) .
82b
10,000
83 a Did the organization comply with the public inspection requirements for returns and exemption applications? .
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? . . . .
84 a Did the organization solicit any contributions or gifts that were not tax deductible? . . . . . . . . . . .
b If "Yes," did the organization include with every solicitation an express statement that such contributions
or gifts were not tax deductible? . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . .
85
501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? . . . . . .
b Did the organization make only in-house lobbying expenditures of $2,000 or less? . . . . . . . . . . .
If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the
organization received a waiver for proxy tax owed for the prior year.
c Dues, assessments, and similar amounts from members . . . . . . . .
85c
d Section 162(e) lobbying and political expenditures . . . . . . . . . . .
85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices . .
85e
f Taxable amount of lobbying and political expenditures (line 85d less 85e) . .
85f
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? . . . . . . . . . .
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to
its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the
following tax year? . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . .
86
501(c)(7) orgs . Enter: a Initiation fees and capital contributions included on line 12 . .
. 86a .
b Gross receipts, included on line 12, for public use of club facilities . . . . .
86b
87
501(c)(12) orgs. Enter: a Gross income from members or shareholders . .
87a
b Gross income from other sources. (Do not net amounts due or paid to other
sources against amounts due or received from them .) . . . . . . . . .
87b
88
At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections
301 .7701-2 and 301 .7701-3? If "Yes," complete Part IX . . . . . . . . . . . . . . . . . . . . . .
89 a 501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under:
section 4911
.
0 ; section 4912 .
0 ; section 4955 .
0
b 501(c)(3) and 501(c)(4) orgs . Did the organization engage in any section 4958 excess benefit transaction
during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach
a statement explaining each transaction .
. . . . . . . . . . . . . . . . . . .
. . . . . .
c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958 . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . "
d Enter: Amount of tax on line 89c, above, reimbursed by the organization
90 a List the states with which a copy of this return is filed
91
92
" DC : NY
. . . . . . . .
" Name THE ORGANIZATION
76
77
78a
78b
N/A
80a
x,
79
81b
Pa ge 5
No
X
X
.°'
X
X
X
82a
X
83a
83b
84a
X
X
84b
85a
85b
N/A
X
° .~M.
85
85h
_
88
X
_
89b
x
X
0
. . . . . . "
b Number of employees employed in the pay period that includes March 12, 2004 (See instructions .)
The books are in care of
Yes
0
I 90b
Telephone no . " 202483-1100
- ---------------------ST------ ZIP +4 X20009=5728 ._______, ._______ .
Located at " 1875 CONNECTICUT AVE NW__City WASHINGTON________
Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041-Check here . . . . . . . . . . . " 0
and enter the amount of tax-exempt interest received or accrued during the tax year .
. t 1 92 IN/A
Form 990 (2004)
Form 990 (200A
Note : Enter gross amounts unless otherwise
indicated.
93
94
95
96
97
98
99
100
101
102
103
104
a
b
c
d
Program service revenue'
Unrelated business income
(A)
Business code
(B)
Amount
COMMUNICATIONS
INTERNATIONAL PROGRAMS
DOMESTIC PROGRAMS
PUBLICATIONS SALES
e
f Medicare/Medicaid payments
g Fees and contracts from government agencies .
Membership dues and assessments
Interest on savings and temporary cash investments .
Dividends and interest from securities
Net rental income or (loss) from real estate:
debt-financed property
b not debt-financed property
Net rental income or (loss) from personal property . .
Other investment income
b
c
d
e
Gain or (loss) from sales of assets other than inventory
Net income or (loss) from special events
Gross profit or (loss) from sales of inventory
Other revenue :
a
Subtotal (add columns (B), (D), and (E))
105
Total (add line 104, columns (B), (D), and (E))
Note : Line 105 plus line 1d. Part 1. should equal the
GEM
Line No.
94
1
Analysis of Income-Producing Activities See page 33 of the instructions .
. . . . . . . . . .
t on line 12 . Part l.
Excluded b section 512, 513, or 514
~p)
(C)
Exclusion code
Amount
14
14
14
14
737,718
3,820,160
1 ,574,431
70 .886
14
14
8
99,476
14
300 .813
(E)
Related or
exempt function
ncome
123,902
6,603,492
OF'
a
-`'1
. . . . . . . . . . . . "
123,902
6,727,394
Relationshi p of Activities to the Accom p lishment of Exem pt Pur p oses See p a g e 34 of the instructions .
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
of the organization's exempt purposes (other than by providing funds for such purposes)
MEMBERS ARE INTERESTED IN THE SOCIAL ECONOMIC AND ENVIRONMENTAL IMPACTS OF POPULATION
ISSUES . AND SUPPORT THE EXEMPT PURPOSES OF THE ORGANIZATION .
Information Reg ardin g Taxable Subsidiaries and Disre g arded Entities See
Name, address, and EIN of corporation,
p artnershi p, or disreg arded entity
PRB ASSOCIATES
1875 CONNECTICUT AVE N .W . # 520
WASHINGTON, D .C . 2009
EIN 52-1278952
a e 34 of the instructions .
Percentage of
Nature of activities
Total income
ownershi p interest
100 .00% RESEARCH
2
0
%
%
~
OI
%
0
End-of-year
assets
1 , 919
0
0
0
Information Regarding Transfers Associated with Personal Benefit Contracts (See page 34 of the
(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
(b) Did the organization, during the year, pay premiums, directly or
Note : If " Yes" to b ale Form 8870 and Form 4720 see instructs
Under penalties of penury, I declare th I have examined this return, inclu
and belief, i tn)6, corr t, and co
to Decl
ion of preparer (other t
Please
'
~~'//~~
/
Sign
~t
Signature of officer
Here
' WILLIAM P . BUTZ, RESIDENT AND CEO
Type or pant name and title
Paid
Preparer's
Use Oily
Preparer's '
signature
Firm's name (or yours' XXXXXXXXXXXXX
if self-employed),
address . and ZIP + 4
SCHEDULE A
Organization Exempt Under Section 501(c)(3)
(FORTI 990 Of 990-EZ)
OMB No 1545-0047
(Except Private Foundation) and Section 501(e), 5010, 501(k),
501(n), or Section 4947(a)(1) Nonexempt Charitable Trust
Department of the Treasury
"
internal Revenue Service
Name of the organization
Supplementary Information-(See separate instructions.)
MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
2004
Employer ids
Po p ulation Reference Bureau
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
See page 1 of the instructions List each one . If there are none enter "None ."
(b) Title and average hours I
per week devoted to position
(a) Name and address of each employee paid more
than $50,000
I
(c) Compensation
Name JOHN HAAGA
Str 1875 -CONNECTICUT AVE N W
--- -------------------------------------- CitY WASHINGTON
ST DC
Title
(d) Contributions to
I
employee benefit plans 8
deferred compensation
(e) Expense
account and other
allowances
DIR, DOMESTIC
Name NANCY YINGER
Str 1875 CONNECTICUT AVE N .W .
-----Y--------------------------------------Cit WASHINGTON
ST DC
Title DIR, INTL
Zio 20009
Country
Ava hr/wk
50
Name ELLEN CARNEVALE
AVE N
--- Str 1875 -CONNECTICUT
------------------------------ CitY WASHINGTON
ST.W--------DC
Title DIR, COMMS
Name RHONDA SMITH
AVE- N--- Str 1875 -CONNECTICUT
-----------------------------City WASHINGTON
ST.W--------DC
Title DEP DIR, INTL
1
Name CHARLES PAQUETTE
Str 1875 CONNECTICUT AVE N .W .
--- -------------------------------------- CitY WASHINGTON
ST DC
Title DIR DEV
Zi p 20009
Count
Av hr/wk
50
Total number of other employees paid over
$50, 000 .
"
13
. Compensation of the Five Highest Paid Independent
83 , 613 1
6 .104
Y
Contractors for Professional Services
See page 2 of the instructions . List each one whether individuals or firms ) . If there are none enter "None ."
(a) Name and address of each independent contractor paid more than $50,000
(b) Type of service
Name NONE
Str
Check here if a businessL
Name
Sty
City
Check here if a businessL
Name
Str
City
ST
Name
Str
City
ST
Name
Str
City
Check here if a businessL
(c) Compensation
City
ZIP
Count
ZIP
Count
Total number of others receiving over $50,000 for
professional services
.
"
Check here if a business
Check here if a business
I
For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ .
(HTA)
01
Schedule A (Form 990 or 990-EZ) 2004
Schedule A (Form 990 or 990-EZ) 2004
Page 2
Statements About Activities (See page 2 of the instructions .)
1
During the year, has the organization attempted to influence national, state, or local legislation, including any
attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid
or incurred in connection with the lobbying activities " $
0 (Must equal amounts on line 38,
Part VI-A, or line i of Part VI-B ) . . . .
. . . . .
. . . . . . . . . . . . . . . . . . . .
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A . Other
organizations checking "Yes" must complete Part VI-B AHD attach a statement giving a detailed description of
the lobbying activities .
During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or
with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority
owner, or principal beneficiary? (If the answer to any question is "Yes," attach a detailed statement explaining the
transactions .)
2
.
.
.
,
1
X
X
X
X
Safe, exchange, or leasing of property? . .
. . .
. . .
. . .
. . .
. . .
. . . .
Lending of money or other extension of credit? . . . .
. . . . . . .
. . . . . .
. . . . . . . . .
Furnishing of goods, services, or facilities? . .
. . .
. . . . . . . . . .
. . .
. . . . . . . . . .
Payment of compensation (or payment or reimbursement of expenses if more than $1,000)7 . .
EXPENSE REIMB
2a
2b
2c
2d
e
Transfer of any part of its income or assets?
2e
3a
b
4a
b
'
.
a
b
c
d
.
.
.
.
.
.
.
.
.
.
.
.
.
.
No
Yes
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Do you make grants for scholarships, fellowships, student loans, etc .? (If "Yes," attach an explanation of how
you determine that recipients qualify to receive payments .) . . . . . .
. . . .
. . . . . . . . . . . . . . .
Do you have a section 403(b) annuity plan for your employees? . . . . . . . . . . . .
. . . .
. . . .
. .
Did you maintain any separate account for participating donors where donors have the right to provide advice
on the use or distribution of funds? . .
. . . . . . . . . . . . . . . . . . . . . . . .
. . . . .
. . .
Do you provide credit counseling, debt management, credit repair, or debt negotiation services .
3a
3b
4a
r4b ~
X
X
X
X
~
X
X
Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions .)
The organization is not a private foundation because it is : (Please check only ONE applicable box )
5
F-1 A church, convention of churches, or association of churches . Section 170(b)(1)(A)(i) .
6
F-1 A school . Section 170(b)(1)(A)(ii) . (Also complete Part V.)
7
F~ A hospital or a cooperative hospital service organization . Section 170(b)(1)(A)(iii) .
8
F I A Federal, state, or local government or governmental unit . Section 170(b)(1)(A)(v) .
9
El A medical research organization operated in conjunction with a hospital . Section 170(b)(1)(A)(ui) . Enter the hospital's
name, city, and state
10 - ------------------------------- City----------------------- ST--------Country -------------------An
for
the benefit of a college or university owned or operated by a governmental unit . Section
organization operated
El
170(b)(1)(A)(iv) . (Also complete the Support Schedule in Part IV-A )
10
11 a FK An organization that normally receives a substantial part of its support from a governmental unit or from the general
public. Section 170(b)(1)(A)(vi) . (Also complete the Support Schedule in Part IV-A .)
11 b ~ A community trust. Section 170(b)(1)(A)(w) . (Also complete the Support Schedule in Part IV-A )
12
~ An organization that normally receives : (1) more than 33 113% of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc , functions-subject to certain exceptions, and (2) no more than 33 1/3%
of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975 . See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )
13
El An organization that is not controlled by any disqualified persons (other than foundation managers) and supports
organizations described in' (1) lines 5 through 12 above ; or (2) section 501(c)(4), (5), or (6), if they meet the test of section
509(a)(2) (See section 509(a)(3) )
Provide the following information about the supported organizations . (See page 5 of the instructions .)
(b) Line number
(a) Name(s) of supported organization(s)
from above
14
a An organ iza ti on org anized a nd op erated to test fo r public safety Section 509(a)(4) (See page 5 of the instructions )
Schedule A (Form 990 or 990-EZ) 2004
Schedule A (Form 990 or 990-ez) 2004
PPopulation Reference Bureau
53-0214030
MUM Support Schedule (Complete only if you checked a box online 10, 11, or 12 .) Use cash method of accounting.
Note : You ma use the worksheet in the instructions for converting from the accrual to the cash method of accounting.
Calendar year (or fiscal year beginning in)
15
Gifts, grants, and contributions received (Do
16
17
Membership fees received
Gross receipts from admissions, merchandise
sold or services performed, or furnishing of
facilities in any activity that is related to the
18
Gross income from interest, dividends,
amounts received from payments on securities
loans (section 512(a)(5)), rents, royalties, and
unrelated business taxable income (less
section 511 taxes) from businesses acquired
by the organization after June 30, 1975
Net income from unrelated business
activities not included in line 18
Tax revenues levied for the organization's
benefit and either paid to it or expended on
19
20
21
The value of services or facilities furnished to
the organization by a governmental unit
without charge . Do not include the value of
services or facilities generally furnished to the
22
Other income . Attach a schedule . Do not
include g ain or loss from sale of ca p ital assets
Total of lines 15 throu gh 22 .
Line 23 minus line 17 .
Enter 1% of line 23 .
23
24
25
26
27
Organizations described on lines 10 or 11 :
1
~
(a) 2003
~
(b) 2002
~
165,160 1
134.972
1531
1
.
a
~
(c) 2001
(d) 2000
90 ,861 1
152.277
595,424
558 .312
316.2851
355,173
7
-223 .4881
-240 .4171
0
7 , 469 , 092
803 . 516
74 , 691
0
6 , 679 , 797
76 , 644
66 , 798
0
7 , 450 , 633
69 , 326
74 , 506
.
(e) Total
166,4331
143.310
502 .7931
Enter 2% of amount in column (e), line 24
~
Page 3
.
.
.
.
0
6 , 748 , 197
559 , 423
67 , 482 -.
.
~
b Prepare a list for your records to show the name of and amount contributed by each person (other than a
governmental unit or publicly supported organization) whose total gifts for 2000 through 2003 exceeded the
amount shown in line 26a . Do not file this list with your return . Enter the total of all these excess amounts . . .
"
for
c Total support
section 509(a)(1) test Enter line 24, column (e) . . . . . . . . .
. . . . . . .
. .
. INd Add . Amounts from column (e) for lines
18
355,173
19
0
26b
230,214 .
. .
. .
22
0
10e Public support (line 26c minus line 26d total) . .
. .
. . . . . . . . . . . . . . . . . .
. . . .
~
~
f Public support percentage (line 26e (numerator) divided by line 26c (denominator)) .
0
28 , 347 , 719
1 , 508 , 909
`
" '
26a
30,178
26b
26c
230 , 214
1 , 508 , 909
585 , 387
923 , 522
61 .20%
26d
26e
26f
Organizations described on line 12 :
a For amounts included m lines 15, 16, and 17 that were received from a "disqualified person,"
prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person " Do not
file this list with your return . Enter the sum of such amounts for each year:
(2003)
(2002) . . . . . . . . . . . . . . . . . . . . . .
(2001)
(2000)
. . . . . . . . . . . .. . . . . . . . .
----------------------------------------b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to
show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 .
(Include in the list organizations described in lines 5 through 11, as well as individuals .) Do not file this list with your return . After computing the
difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess
amounts) for each year.
(2003)
28
.................. ...
(2002)
. . .. . . . . . . . . . . . . . . . . . .
(2001)
---------------------
(2000)
c Add : Amounts from column (e) for lines :
15
0 16
0
0 . . . . . . . .
17
0
20
0 21
d Add : Line 27a total . . .
0
and line 27b total . .
0 . .
. . .
. . . . . .
. . .
. . .
. .
. . .
e Public support (line 27c total minus line 27d total) .
f Total support for section 509(a)(2) test : Enter amount from line 23, column (e) . . . . . . . " 27f .
g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) . . . . . . . .
. . .
h Investment income p ercenta g e line 18 column e numerator divided b line 27f denominator
---------------------
101011111-
27c
27d
27e
0
0
0
~
~
27
27h
0 .00%
0 .00%
Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2000 through 2003, prepare
a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of
the nature of the grant . Do not file th i s list with you r retur n . Do not include these grants in line 15 .
Schedule A (Form 990 or 990-EZ) 2004
Schedule A (Form sso or 990-ez) 2004
PPopulation Reference Bureau
Private School Questionnaire (See page 7 of the instructions .)
Page 4
53-0214030
To be com pleted ONLY b schools that checked the box on line 6 in Part IV
29
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
30
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
.
.
.
.
.
.
.
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that
makes the policy known to all parts of the general community it serves? .
. . . .
. . . . . . .
.
.
Yes
.
19
~
.
.
No
p
30
.
31
If "Yes," please describe ; if "No," please explain (If you need more space, attach a separate statement.)
1
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- -----------------------------------32
a
Does the organization maintain the following :
Records indicating the racial composition of the student body, faculty, and administrative staff?
.
b
Records documenting that scholarships and other financial assistance are awarded on a racially
nondiscriminatory basis . .
. . . . . .
. . . . . . . .
. . . .
c
Copies of all catalogues, brochures, announcements, and other written communications to the public
dealing with student admissions, programs, and scholarships? . . . . . . . . . . .
. .
d
Copies of all material used by the organization or on its behalf to solicit contributions?
If you answered "No" to any of the above, please explain . (If you need more space, attach a separate statement .)
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Does the organization discriminate by race in any way with respect to :
33
a
Students' rights or privileges?
b
Admissions policies?
c
Employment of faculty or administrative staff?
.
.
.
.
.
.
.
.
.
.
.
.
.
d
Scholarships or other financial assistance?
.
.
.
.
.
.
.
.
.
.
.
.
.
e
Educational policies? .
f
Use of facilities?
.
.
g
Athletic programs?
.
h
Other extracurricular activities
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
33e
.
33f
If you answered "Yes" to any of the above, please explain . (If you need more space, attach a separate statement.)
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------34 a
b
35
Does the organization receive any financial aid or assistance from a governmental agency?
Has the organization's right to such aid ever been revoked or suspended? . . . .
If you answered "Yes" to either 34a or b, please explain using an attached statement .
.
.
.
.
.
.
.
.
Does the organization certify that it has complied with the applicable requirements of sections 4 01 through
4 .05 of Rev. Proc 75-50, 1975-2 C.B 587, coverin g racial nondiscrimination !f "No , " attach an exp lanation
.
.
.
.
. .
.
34b
35
Schedule A (Form 990 or 990-EZ) 2004
Schedule A (Form sso or 990-ez) 2004
Page 5
PPopulation Reference Bureau
53-0214030
Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions .)
(To be completed ONLY by an eligible organization that filed Form 5768)
Check t a 1:1 if the organization belongs to an affiliated group.
Check " b ~ if you checked "a" and "limited control" provisions apply.
Limits on Lobby in g Ex p enditures
42
43
for ALL electing
____,
totals
( The term -Fe d .tores means amount s vu . d or incurre d .)
36
37
38
39
40
41
To be completed
Affiliated group
Total lobbying expenditures to influence public opinion (grassroots lobbying) . . .
. . . . .
Total lobbying expenditures to influence a legislative body (direct lobbying)
. . .
. . . . . .
Total lobbying expenditures (add lines 36 and 37) .
. .
. . . .
. .
. . . .
Other exempt purpose expenditures . . . . . .
. . .
. . .
. .
. .
Total exempt purpose expenditures (add lines 38 and 39) . . . . . . . . .
. . . . .
. .
Lobbying nontaxable amount Enter the amount from the following tableIf the amount on line 40 isThe lobbying nontaxable amount isNot over $500,000 . .
. . .
. .20% of the amount on line 40
Over $500,000 but not over $1,000,000 . . $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000
$175,000 plus 10% of the excess over $1,000,000
Over $1,500,000 but not over $17,000,000
$225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 . . . .
. . . .
. $1,000,000 .
Grassroots nontaxable amount (enter 25% of line 41) .
. . .
. . .
. . . .
. .
Subtract line 42 from line 36 . Enter -0- if line 42 is more than line 36 . . . .
. . . .
Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38
.
.
36
37
38
39
40
0
0
41
0
~0
42
43
44
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720 .
4-Year Averaging Period Under Section 501 (h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below .
See the instructions for lines 45 throug h 50 on p a g e 11 of the instructions
Lobbying Expenditures During 4-Year Averaging Perioc
Calendar year (or
fiscal year beginning in)
(a)
2004
1
I
(b)
2003
I
(c)
2002
I
(d)
(e)
2001 -7Total
0
45
Lobbying nontaxable amount
46
Lobbying ceding amount (150% of line 45(e))
47
Total lobbying expenditures
48
Grassroots nontaxable amount
49
Grassroots ceiling amount (150% of line 48(e))
50
Grassroots lobbying expenditures
Lobbying Activity by Nonelecting Public Charities
(For reporting only by organizations that did not complete Part VI-A) (See page 11
.
°
.
.
.
:.
During the year, did the organization attempt to influence national, state or local legislation, including any
attempt to influence public opinion on a legislative matter or referendum, through the use of
a Volunteers . . .
. . . . . . .
. .
. . .
. .
. . .
b Paid staff or management (Include compensation in expenses reported on lines c through h .)
c Media advertisements
. . .
. .
. . .
. .
. .
. . .
d Mailings to members, legislators, or the public .
. . . . . .
. . . . .
e Publications, or published or broadcast statements .
. .
.
f Grants to other organizations for lobbying purposes . .
. .
. .
. .
g Direct contact with legislators, their staffs, government officials, or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
Total lobbying expenditures (Add lines c through h .) . .
. . . . . . . . . . .
. . . . . .
I
attach
a
statement
giving
a
detailed
description
of
the
lobbying
activities
If "Yes" to any of the above, also
Yes
No
Amount
0
Schedule A (Form 990 or 990-EZ) 2004
Schedule A (Form 990 or 990-ez) 2004
tom/
51
PPopulation Reference Bureau
53-0214030
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Page 6
Exempt Organizations (See page 11 of the instructions .)
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a
Transfers from the reporting organization to a noncharitable exempt organization of :
(i) Cash
b
.
.
(i1) Other assets
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
.
.
.
.
.
.
.
.
Yes
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
51a ( l)
X
a ii
X
b( l )
X
b( II )
X
.
Other transactions :
(i) Sales or exchanges of assets with a nonchantable exempt organization
(ii) Purchases of assets from a noncharitable exempt organization
(iii) Rental of facilities, equipment, or other assets
.
.
(iv) Reimbursement arrangements
.
.
.
.
.
(v) Loans or loan guarantees
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(vi) Performance of services or membership or fundraising solicitations
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
(b)
(c)
.
.
.
.
.
.
b ( III )
X
.
.
b Iv
X
.
.
b( v)
X
b vi
X
.
.
.
I
(b)
Type of organization
.
.
.
.
.
.
I
c
I
I
X
(d)
Name of noncharitable exempt organization
Description of transfers, transactions, and sharing arrangements
Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527
. .
. . .
If "Yes ." complete the following schedule
(a)
Name of organization
.
.
If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting organization . If the organization received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received :
Amount involved
.
.
.
.
.
.
.
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
(a)
.
.
d
Line no
.
.
.
.
.
.
.
c
52 a
No
I
.
.
.
.
.
~
D Yes
X No
(c)
Description of
Schedule A (Form 990 or 990-EZ) 2004
POPULATION REFERENCE BUREAU, INC
FYE 9/30/04
FORM 990
53-0214030
GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES
SALES
PRICE
DESCRIPTION
STATEMENT 2
NET GAIN
OR (LOSS)
COST OR
EXPENSE
OTHER BASIS
SEE ATTACHED
SCHEDULE 1
522,000
522,000
0
0
TO FORM 990, PART 1, LINE 8d
522,000
522,000
0
0
FORM 990
STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE
STATEMENT 3
EXPLANATION
TO GATHER, ANALYZE AND DISSEMINATE POPULATION DATA AND INFORMATION FOR
SCIENTIFIC AND EDUCATIONAL PURPOSES .
POPULATION REFERENCE BUREAU, INC
FYE 9/30/04
FORM 990
53-0214030
STATEMENT 4
OTHER NOTES AND LOANS REPORTED SEPARATELY
NONE
FORM 990
NON-GOVERNMENT SECURITIES
STATEMENT 5
DESCRIPTION
VALUE
TOTAL NOW
GOVT SECS
MUTUAL FUNDS/CD'S
MKT
CORP
STOCKS
CORP
BONDS
0
OTHER PUB OTHER
TRADED
SECS
0
5,201,431
TOTAL TO FORM 990, LN 54, COL B
FORM 990
DESCRIPTION
U .S. BONDS
MKT
TOTAL TO FORM 990, LN 54, COL B
5,201,431
5,201,431
GOVERNMENT SECURITIES
VALUE
0
U .S.
GOVT
STATEMENT 6
STATE
GOVT
0
TOTAL
GOVT
0
0
0
POPULATION REFERENCE BUREAU, INC
FYE 9/30/04
FORM 990
53-0214030
OTHER ASSETS
STATEMENT 7
DESCRIPTION
AMOUNT
DUE FROM PRB ASSOCIATES
883,215
TOTAL TO FORM 990, LINE 58, COLUMN B
883,215
FORM 990
OTHER LIABILITIES
STATEMENT 8
DESCRIPTION
AMOUNT
DEFERRED DUES
ACCRUED ANNUAL LEAVE
DEFERRED RENT
61,899
123,967
217,407
TOTAL TO FORM 990, PART IV, LINE 65, COL B
403,273
SCHEDULE A
OTHER INCOME
DESCRIPTION
STATEMENT 9
2003
2002
2001
2000
0
0
0
0
ROYALTY
ANNUAL DINNER
FILM RENTAL
JURY DUN PAYMENTS
POSTAGE REIMBURSEMENT
REFUNDS
INSURANCE RECOVERY
OTHER
TOTAL TO SCHEDULE A, LINE 22
POPULATION REFERENCE BUREAU
SCHEDULE OF INVESTMENTS - MARKETABLE SECURITIES
10/1/03 - 9/30/04
BALANCE MKT VAL BOUGHT
SECURITIES
9/30/03
9/30/03
FY 04
SCHEDULE1
52-0214030
COST
SOLD
FY 04
GAIN
(LOSS)
BALANCE MKT VAL
9/30/04
9/30/04
LONG TERM FUND :
S&P500SPDR's
Wash Mutual
Amcap Fund
LM SIT
Euro Pacific
Heritage Series
Royce Fund
Bond Fund of Amer
Total - Long Term
1,016,703
472,997
875,499
389,182
0
302,691
392,440
0
181,003
253,376
0
431,284
365,117
0
217,713
251,010
105,414
0
105,414
0
2,619,211 2,529,805
35,006
35,006
35,006
35,006
35,006
35,006
20,867
105,000
105,000
501,133
417,000
417,000
522,000
522,000
522,000
0 1,067,144 1,028,028
0 484,099
453,246
0
0
0
0 285,832
451,616
0
396,674
438,905
0
1
0
0
182,862
256,463
0 265,513
265,271
0 2,682,124 2,893,529
INTERMEDIATE TERM FUND :
Cash - LM
Money Market
CD's
Fundamental Inv
Int Bond Fund of Am
Total - Intermediate
800,000
0
0
905,414
800,000
0
0
905,414
SHORT TERM INVESTMENTS :
INVESTMENT TOTAL
0
0
0
0
0
0
33,464
0
882,968
0
0
916,432
33,465
0
882,968
0
0
916,433
1,391,469 1,391,469
3,524,625 3,435,219
557,006
557,006
557,006
0 4,990,025 5,201,431
POPULATION REFERENCE BUREAU, INC
FYE 9/30/04
53-0214Q30
FORM 990, PART IV, LINE 57B
DESCRIPTION
SCHEDULE2
COST
ACQ
METHOD YRS
FURN & EQUIP
LEASEHOLD
266,437 VARIOUS S/L
244,769 VARIOUS S/L
TOTALS
511,206
5-10
5-10
DEPREC
NET
224,510
138,262
41,927
106,507
362,772
148,434
POPULATION REFERENCE BUREAU, INC.
1875 CONNECTICUT AVE., N.W ., SUITE 520
WASHINGTON, D.C . 20009
EIN 53-0214030 ; FYE 9/30/04
FORM 990, PAGE 2, PART III : PROGRAM SERVICE ACCOMPLISHMENTS :
a) COMMUNICATIONS . Four Population Bulletins were published, covering these topics : Transitions in
World Population ; China's Population ; Disability in America; and America's Military Population . More
than 150,000 copies of PRB publications were distributed to audiences worldwide, and to our members and
others interested in population issues . The 2004 World Population Data Sheet, the most popular PRB
publication, was released at a press conference in August 2004, and hundreds of stones were published in
newspapers and broadcast media. PRB's website, www.prb .org, served 1 .5 million web visitors during
2004, the most visitors thus far. PRB's library continued to handle information and reference requests from
journalists, other libraries, and both public-sector and private-sector organizations, including NGOs,
government agencies, and media. PRB also helped dozens of journalists and reporters find data and
analysis on a wide range of population topics, including immigration to the United States, child health,
HIV/AIDS, and marriage and family patterns . PRB and the Russell Sage Foundation co-published 14
reports in the new series "The American People : Census 2000 ." These reports represented straightforward
and comprehensive analyses and interpretations of the vast amount of data gathered from the 2000 Census .
b) INTERNATIONAL. PRB's International Programs works around the world to help ensure improved
reproductive health . In 2004, with funding from USAID and other organizations, PRB staff participated in
several new forums in Kenya to enhance population and health planning ; helped organize a symposium on
eradicating female genital cutting; continued to facilitate the Women's Edition network for senior-level
women journalists ; wrote and disseminated three policy briefs to enhance understanding of reproductive
health in the Middle East and North Africa ; and, through a partnership with USAID's Interagency Working
Group, published a report looking at whether integrating a gender focus into programs makes a difference
to outcomes . With funding from the Bill & Melinda Gates Foundation, PRB developed materials to tackle
health disparities in developing countries; and expanded the electronic library represented by InfoShare, a
database of documents supplied by 114 member organizations (expanded from 60 in 2003) working in
reproductive health and child health, HIV/AIDS, and population . In the Philippines, PRB's Population,
Health, and Environment team hosted the world's First National Conference on Population, Health, and
Environment, attracting more than 200 national and local decisionmakers, NGOs, private-sector
representatives, academics, and journalists . PHE activities were also conducted in Madagascar .
c) DOMESTIC . PRB continued and expanded its work on the KIDS COUNT project, funded by the Annie
E. Casey Foundation, designed to call attention to U.S children's issues . We provided technical assistance
to their network of child advocacy organizations, and published a series of working papers that describe
social and demographic trends in the United States, using data from Census 2000 . In addition, PRB
continued its work on programs to study demographic trends in the Appalachian region, and publicized
research from the journal De»zography through the Center for Public Information on Population Research,
funded by the National Institute of Child Health and Human Development (NICHD). PRB also continued
its popular monthly policy seminars, which give audiences a chance to hear experts analyze important
demographic topics . Seminars during the 2004 season highlighted the reengineered 2010 U.S . Census, the
color line in American society, and HIV/AIDS in India. Domestic Programs also helped coordinate a press
briefing for journalists, held in New York and funded by the National Institute on Aging, on "How Can We
Prepare to Meet the Challenges of an Aging Society?" This seminar showcased the research of a NIAsupported group of leading social, behavioral, and economic scientists .
SCHEDULE 3
Po pucsF72-~AJ
S3-a1rYo3v
P
9~3v~o y
PRB BOARD OF TRUSTEES
April 2004
sclfE~ucE ~7`
*Patty Perkins Andringa
9122 Kittery Lane
Bethesda, MD 20817
Tel: (301) 365-5672
Fax: (301) 365-0815
E-mail : ppandrin-ga(a),aol .com
*Michael P. Bentzen, Secretary
Hughes & Bentzen, PLLC
1667 K Street, NW, Suite 520
Washington, DC 20006
Tel : (202) 293-8975 C: (703) 217-5291
Fax: (202) 293-8973
E-mail: mbentzen@,aol .com
Home : 8180 Madrillon Court
Vienna, VA 22182
Tel: (703) 893-1607
Suzanne M. Bianchi
Professor of Sociology and Director
Maryland Population Research Center
University of Maryland
2112 Art-Sociology Building
College Park, MD 20742-1315
Tel: (301) 405-6409
*William P. Butz, President
Population Reference Bureau
1875 Connecticut Avenue, NW, Ste. 520
Washington, DC 20009
Tel: (202) 939-5409
Fax: (202) 328-3937
Email : bbutz(a,prb .org
Home Tel: (301) 946-5934
Joel Cohen
Professor
Laboratory of Populations
Rockefeller University & Columbia University
1230 York Avenue, Box 20
New York, NY 10021-6399
*Bert T. Edwards
Executive Director
Office of Historical Accounting
Department of Interior
1801 Pennsylvania Avenue, NW
Suite 400
Washington, DC 20240
*Richard F. Hokenson
Hokenson & Company
51 Gervin Road
Lawrenceville, NJ 08648
*Member of Executive Committee
Tel: (301) 405-6370 (MPRC)
Fax: (301) 405-5743
E-mail: sbianchi(a)Lsocy .umd .edu
Home Tel: (202) 364-2446
Tel: (212) 327-8883
Fax : (212) 327-7974
Email: cohen@rockefeller .edu
Tel: (202) 327-5300
Fax: (301) 838-3125 (H)
E-mail : Bert Edwards(a,ios .doi.gov
Home : 309 Casey Lane
Rockville, MD 20850-4733
Home Tel: 301-838-3105
E-mail : berttedwards(&,aol .com
E-mail : rhokenson c(r~,hokenson.biz
Home : 51 Gervin Road
Lawrenceville, NJ 08648
Tel: (609) 888-5101
Cell: (609) 731-3217
Fax: (609) 716-1425
gcerw"
Executive Assistant's Listing
Tilburgseweg 6/22
B-2382 Poppel
Belgium
Tel: 32 14 67 38 58
James H. Johnson Jr .
Distinguished Professor
Kenan-Flagler Business School
University of North Carolina at Chapel Hill
CB#3440, Kenan Center
Chapel Hill, NC 27599-3440
Tel: (919) 962-8201
Fax: (919 962-8202
E-mail: Jim Johnson a,unc .edu
Wolfgang Lutz
Professor and Leader
World Population Project
International Institute for Applied
Systems Analysis (IIASA)
Room S26
A-2361 Laxenburg, Austria
Tel: 43-2236-807-294
Fax: 43-2236-71313
Email: lutz ,iiasa .ac.at
Elizabeth Maguire
President and CEO
Ipas
143 Graylyn Drive
Chapel Hill, NC 27516
Tel: (919) 967-7052
Fax: (919) 929-0258
Email: maguirel Aipas.org
Home : 919-960-4503
Faith Mitchell
Deputy Director for Special Projects
Behavioral and Social Sciences and Education
National Academy of Sciences/National Research
Council
500 Fifth Street, NW
Washington, DC 20001
Tel: (202) 334-3352
Fax: (202) 334-3768
Email: FMitchellAnas .edu
Terry D. Peigh, Vice Chair
Executive Vice President and Director of
Corporate Operations
Foote, Cone and Belding
101 East Erie Street
Chicago, IL 60611-2897
Tel: (312) 425-5204
Fax: (312) 425-6871
E-mail: tpeigh(a~fcb .com
Secretary: Chris
E-mail: cmaslowicz a,fcb.com
Tel: (312) 425-6506
Cell : (312) 543-7547
NY Office
The Interpublic Group of Companies
1271 Avenue of the Americas
New York, NY 10020
*Member of Executive Committee
Executive Assistant's Listing
Tel: (212) 399-8084
Email: tpeigh(&,interpublic .com
Secretary: Jane
Tel: (212) 399-8014
E-mail: )dicicco(&interpublic .com
*Douglas Richardson, Chair
Executive Director
Association of American Geographers
1710 Sixteenth Street, NW
Washington, DC 20009
Tel: (202) 234-1450
Fax: (202) 234-2744
E-mail: drichard@aag .org
Home: 1015 Ross Thumb Road
Cambridge, MD 21613
Tel: 410-228-4129
Gary B. Schermerhorn
Managing Director of Technology
Goldman, Sachs and Company
180 Maiden Lane, 13`h Floor
New York, NY 10038
Tel: (212) 902-3662
Fax: (212) 428-9672
E-mail: gary..schermerhorn(abgs com
Home: 296 Summit Avenue
Summit, NJ 07901
Secretary: Selina
Tel: (212) 357-7019
E-mail : Selina .Jarrett(aDgs com
*Barbara Boyle Torrey
Visiting Scholar
Population Reference Bureau
1875 Connecticut Avenue, NW, Ste. 520
Washington, DC 20009
Tel: (202) 939-5455
Fax: (202) 328-3937
E-mail: btorrey a(D,prb.org
Home : 6204 Ridge Drive
Bethesda, MD 20816
Home Tel : 301-320-5812
Leela Visaria
Professor
Gujarat Institute of Development Research
Gota, Ahmedabad 380 060
Gujarat, India
Tel: 91 2717 242366
Fax: 91 2717 242365
E-mail: visaria(a,aidr .ac.in
*Montague Yudelman, Secretary
Senior Fellow
World Wildlife Fund
Washington, DC
Tel: (202) 965-4642
Fax: (202) 965-4642
E-mail: zintalmy(&,aol.com
Home: 3108 Garfield Street, NW
Washington, DC 20008
Summer: Cottage Grove
235 Old Stage Road
Roscommon, MI 48653
Tel: (989) 821-9206
*Member of Executive Committee
Form
8868
(Rev December 2004)
Department of the Treasury
Internal Revenue Service
Application for Extension of Time To File an
Exempt Organization Return
OMB No 1545-1709
" File a separate application for each return
" If you are fling for an Automatic 3-Month Extension, complete only Part I and check this box .
" If you are filing for an Additional (not automatic) 3-Month Extension, complete only Pan II (on page 2 of this form) .
Do not complete Part 11 unless you have already been ranted an automatic 3-month extension on a previousl y fled Form 8868 .
Automatic 3-Month Extension of Time-Only submit original (no copies needed)
Form 990-T corporations requesting an automatic 6-month extension-check this box and complete Part I only . . _ " 0
All ocher corporations Including Form 990-C filers) must use Form 7004 to request an extension of time to file income tax returns .
Partnerships, REMICs, and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041 .
Electronic Filing (e-file) . Form 8868 can be filed electronically if you want a 3-month automatic extension of time to file one of the
returns noted below (6 months for corporate Form 990-T filers) However, you cannot file it electronically if you want the additional
(not automatic) 3-month extension, instead you must submit the fully completed signed page 2 (Part II) of Form 8868 . For more
details on the electronic filing of this form, visit www .irs .gov/efile .
Type or
print
File by the
due date for
filing your
return See
instructions
Name of Exempt Organization
Employer identification number
City, town or post office, state, and ZIP code. For a foreign address, see instructions
Gj1Arm.vC 7vA/ D_(-
)-&Wp
Check type of return to be filed (file a separate application for each return):
Form
Form
Form
Form
0~/ 5'ofo
s3
Number, street, and room or suite no . If a P.O . box, see instructions.
990
990-BL
990-EZ
990-PF
D
0
D
El
Form
Form
Form
Form
990-T (corporation)
990-T (sec . 401(a) or 408(a) trust)
990-T (trust other than above)
1041-A
D
El
0
0
Form
Form
Form
Form
4720
5227
6069
8870
..6~%r7~U~
T/~_ _00
0 The books are in the care of ~----------- ---------------------~------------------------------------------I ------Telephone No . "
10 -'
FAX No . " ~-~'~ -~-----~.~- .-(!f3 _ ~-----------------0 If the organization does not have an office or place of business in the United States, check this box
" If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
. If this
is for the whole group, check this box " E] . If it is for part of the group, check this box " E] and attach a list with the
names and EINs of all members the extension will cover.
1
I request an automatic 3-month (6-months for a Form 990-T corporation) extension of time until . . . . . ... (----------- , 200r
to file the exempt organization return for the organization named above . The extension is for the organization's return for:
El calendar year 20 . . or
/
/
D tax year beginning
2
/Ul'
. .. , 20?3., and ending
If this tax year is for less than 12 months, check reason :
D Initial return
------------------------
20°y
D Final return D Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits . See instructions . . . . . . .
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments
made . Include any prior year overpayment allowed as a credit
. . .
c Balance Due . Subtract line 3b from fine 3a . Include your payment with this form, or, if required, deposit
with FTD coupon or, if required, by using EFfPS (Electronic Federal Tax Payment System) . See
instructions
. . . . . . . . . .
. . . . . . . . . . . . . . , , , . . . $
Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO
for payment instructions.
For Privacy Act and Paperwork Reduction Act Notice, see Instructions .
Cat No 2791sD
Form 8868 (Rev 12-2004)
Form 8868 (Rev 12-2004)
Page 2
0 If you are fling for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box , . " D
Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously fled Form 8868.
9 If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1) .
WITM
Type Or
print
File by the
extended
due date for
filing the
return See
instructions
Additional
not automatic 3-Month Extension of Time-Must File Original and One Co
Name of Exempt Organization
Employer identification number
Number, street, and room or suite no If a P O box, see instructions.
For IRS use only
City, town or post once, state, and TIP code For a foreign address, see instructions
Check type of return to be filed (File a separate application for each return) :
Form 990
D Form 990-T (sec . 401(a) or 408(a) trust)
El Form 5227
D Form 990-BL
D Form 990-T (trust other than above)
0 Form 6069
Form 990-EZ
D Form 1041-A
D Form 8870
Form 990-PF
D Form 4720
STOP : Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868 .
" The books are in the care of " --------------------------------------------------------------------------------------Telephone No . " ( ---------- ------ --------------------FAX No . " ( ---------- )- --------------------------" If the organization does not have an office or place of business in the United States, check this box
. .
. . . " Q
" If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
If this is
for the whole group, check this box "
EJ . If it is for part of the group, check this box " [1 and attach a list with the
names and EINs of all members the extension is for .
4
5
6
7
I request an additional 3-month extension of time until . .
, 20
For calendar year . . . . . . . orother taxyear beginning
.-------------------------------------,20 ._ . .,andending . . . . ._ . . . ._ . . . . . . ._ . . . . .,20 . . . . .
If this tax year is for less than 12 months, check reason
-----------------------: D initial return 0 Final return EJ Change in accounting period
State m detail why you need the extension -----~---------------------~----------------- .------------------------------ .----------------
-----------------------------------------------------------------------------------------------------------------------------------------------8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions . . . . . . . . .
b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated
tax payments made . Include any prior year overpayment allowed as a credit and any amount paid
previously with Form 8868
. . . .
. . . . . . . . . . .
c Balance Due . Subtract line 8b from line 8a . Include your payment with this form, or, if required, deposit
with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) . See instructions
$
Signature and Verification
Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief,
it 1 is true . corr
1. t d complete, and that
aut ized to prepare this form
%.
S gnature
~
Title 10, )oxiy-l 0,91~
, 'I
-- ii
rVotice to Applicant-To Be Completed by the IRS
Date
We have approved this application. Please attach this form to the organization's return
We have not approved this application. However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any prior extensions). This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return . Please attach this form to the organization's return
We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of time
to file. We are not granting a 10-day grace period.
We cannot consider this application because it was fried after the extended due date of the return for which an extension was requested .
Other ----------------------------------------By
Director
Date
Alternate Mailing Address - Enter the address if you want the copy of this application for an additional 3-month extension
returned to an address different than the one entered above.
Name
Type or
print
I Number and street (include suite, room, or apt. no .) or a P .O . box number
City or town, province or state, and country (including postal or ZIP code)
Form 8868 (Rev 12-2004)