Fort
OMB No 1545-0047
'990
Return of Organization Exempt From Income Tax
coos
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
^ The organization may have to use a copy of this return to satisfy state reporting requirements
Internal Revenue Service
For the 2006 calendar year , or tax year beginning
A
❑ Address change
Please C Name of organization
°se IRS
fabef or Po p ulation Reference Bureau
❑ Name change
pint or
B Check if applicable
❑ initial return
❑ Final return
10/1/2005
53
Number and street (or P 0. box if mail is not delivered to street address)
❑ Application pending
t1en'
520
F Accounting method.
K
Check here ^ [] it the organization is not a 509(a)(3) supporting organization and its gross
receipts are normally not more than $25,000 A return is not required , but if the organization chooses
to file a return, be sure to file a complete return
U 501(c) ( 3 ) .4 (insert no.) LJ 4947(a)(1) or
Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 ^
❑ Yes ❑ No
H(c) Are all affiliates included?
(If "No," attach a list. See instructions.)
U 527
H(d) Is this a separate return filed by an
organization covered by a group ruling? ❑ Yes ❑ No
Group Exemption Number ^
M Check ^ U it the organization is not required
to attach Sch B (Form 990, 990-EZ, or 990-PF).
10,319 , 285
Revenue , Exp enses , and Chan g es in Net Assets or Fund Balances (See the instrt
Contributions , gifts, grants , and similar amounts received:
1a
, , ,
Contributions to donor advised funds
lb
Direct public support (not included on line 1a)
. .
1c
Indirect public support (not included on line 1a) . .
Government contributions (grants) (not included on line 1a)
Id
9 , 715,000 noncas h
Total (add lines 1a through 1d) (cash $
6,721,667
3,018,081
24,748 ) ,
Program service revenue including government fees and contracts (from Part VII , line 93)
Membership y ues-a[)O - assessm ents
. . . . . . . . . . .
Interest on s ings and:fdmp-br8ry cash
etments . . .
. . . .
2
3
4
5 Dividends an interest from securities
6a Gross rents .^ :
m
c
m
0 .
b Less: rental
nsf EB .
20 0 19 1c Net rental in om or (loss) . Subtract lineJ6^ rom line 6a .
7
Other invest r ent in me (descr be ^
°
,t
p
(A) Securities
.
.
.
.
.
.
le
2
3
4
5
9,739,748
54,014
98,716
38
426,769
6c
.
)
7
(B) Other
f
8a Gross amou , t from ales ofassetdber
mbme line 8c, columns (A) ana (b)
-
6b
.
8a
8b
8c
than i n ve n t o ry ...
b Less cost or other basis and sales expenses .
c Gain or (loss) (attach schedule)
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Special events and activities (attach schedule). If any amount is from gaming, check here ^ ❑
9
of
a Gross revenue (not including $
b
c
10a
b
c
11
12
N
13
14
a 15
w 16
17
co
Z
Z
©Accrual
H(b) If "Yes," enter number of affiliates ^ ..............
Organization type (check only one) ^
a
b
c
d
e
483-1100
❑ Cash
H and I are not applicable to section 527 organizations
H(a) is this a group return for affiliates, ❑ Yes ❑ No
• Section 501 (c)(3) organizations and 4947 (a)(1) nonexempt chartable
trusts must attach a completed Schedule A (Form 990 or 990-EZ).
J
1
0214030
❑ Other (specify) ^
Washin g ton , D.C. 20009 -5728
Website: ^ www.
61
( 202
City or town, state or count ry, and ZIP + 4
y
G
L
;
E Telephone number
Room/suite
1875 Connecticut Ave N .W.
❑ Amended return
, 20
D Employer identification number
type.
Specific
tngta+c -
9/30/2006
, 2006 , and ending
18
19
20
21
9a
contributions reported on line 1 b) . . . . . . . . .
9b
.
Less: direct e°Cpenses other than fundraising expenses
, . ,
Net income or (loss)''from special events . Subtract line 9b from line 9a
10a
Gross sales of inventory , less returns and allowances .
10b
Less: cost of goods sold . . . . . . . . . .
Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 1 Ob from line 1 Oa
.
. . . . .
Other revenue (from Part VII, line 103) . .
. . . .
Total revenue. Add lines 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, 1Oc, and 11
Program services (from line 44 , column (B)) . . .
Management and general (from line 44 , column (C))
Fundraising (from line 44 , columr, '•(D)) . . . . .
. .
Payments to affiliates (attach schedule) .
Total expenses. Add lines 16 and 44, colum/i (A)
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Excess or (deficit) for the year . Subtract line 17 from line 12
Net assets or fund balances at beginning of year (from line 73 , column (A)) .
Other changes in net assets or fund balances (attach explanation) . . . .
Net assets or fund balances at end of year. Combine lines 18, 19, and 20
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
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9c
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Cat No 11282Y
102
11
12
13
14
10,319,285
9,381,275
494,879
15
104,750
16
17
18
19
20
21
9,980,904
338,381
5,835,950
174,258
6,348,589
Form 990 (2006)
kil
ti
Form 990 (2006)
Page 2
Statement of
Functional Expenses
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 chartable trusts but optional for others. (See the instructions.)
Do not include amounts reported on line
6b, 8b, 9b, 10b, or 16 of Part 1.
(B) Program
services
(A) Total
22a Grants paid from donor advised funds (attach schedule)
(cash $
noncash $
)
If this amount includes foreign grants, check here ^ ❑ 22a
(C) Management
and general
0
0
0
0
(D) Fundraising
22b Other grants and allocations (attach schedule)
(cash $
noncash S
)
If this amount includes foreign grants, check here ^ ❑ 22113
23
(attach
. . .
23
0
0
Benefits paid to or for members (attach
schedule) . . . . . . . . . . . .
24
0
0
Specific assistance to individuals
. . . . . . . .
schedule)
24
25a Compensation of current officers, directors,
key employees, etc. listed in Part V-A (attach
schedule) . . . . . . . . . .
25a
291,019
48,385
234,268
8,366
b Compensation of former officers, directors,
key employees, etc. listed in Part V-B (attach
schedule) . . . . . . . .
25b
0
0
0
0
c Compensation and other distributions, not included above, to
disqualified persons (as defined under section 4958(0(1)) and
persons described in section 4958(c)(3)(B) (attach schedule)
25c
0
0
0
0
26
2,590,136
2,148,077
434,035
8,024
27
210,262
160,294
48,772
1,196
28
29
30
31
32
33
34
35
36
743,445
244,717
575,805
186,561
163,627
56,764
4,013
1,392
17,000
28,121
68,312
49,602
247,561
616,312
26,834
290,800
1 , 347 , 533
289,416
0
0
40,016
9,470
231,566
20,090
8,383
270,213
1,300,496
244,545
17,000
1,934
28,296
40,132
8,428
596,222
18,451
10,329
41,122
39,926
0
26,187
0
0
7,567
0
0
10,258
5,915
4,945
51,207
0
51,207
0
43a
43b
43c
43d
43e
43f
43g
21,505
95,657
2,723,691
27,774
0
0
42,768
2,454,291
13,831
1,626,484
21,505
52,889
254,650
13,943
-1,638,621
0
0
14,750
0
12,137
44
9,980,904
9,381,275
494,879
104,750
Salaries and wages of employees not included
on lines 25a , b , and c . . . .
Pension plan contributions not included on
lines 25a , b , and c . . . . . . .
26
27
28
Employee benefits not included on lines
29
30
31
32
33
34
35
36
37
38
25a - 27
. . . . . . . .
Payroll taxes . . . . . . .
Professional fundraising fees . .
Accounting fees
. . . . .
Legal fees .
. . . . . .
Supplies
. . . . . . . .
Telephone . . . . . . . .
Postage and shipping . . . .
Occupancy
. . . .
Equipment rental and maintenance
Printing and publications . . .
40
41
42
43
a
b
c
d
e
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Conferences , conventions , and meetings
Interest . . . . . . . . . . .
Depreciation , depletion , etc. (attach schedule)
Other expenses not covered above (itemize):
ORGANIZATIONAL INSURANCE
_________
NON_CAPITALIZEDEQUIPMENT - -- ------------------------ -------CONTRACTUAL SERVICES ________________________
STAFFDEVELOPMENTlMISC - -- ------------OVERHEADALLOCATION
-
-----------
f
44
.
.
----
------- ------- -
37
38
40
41
42
Total functional expenses. Add lines 22a
through
43g.
(Organizations
completing
columns (BHD), carry these totals to lines
13-15)
Joint Costs. Check ^ ❑ if you are following SOP 98-2.
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? . ^ ❑ Yes
; (i) the amount allocated to Program services $
If "Yes," enter (i) the aggregate amount of these joint costs $
; and (iv) the amount allocated to Fundraising $
(iii) the amount allocated to Management and gen eral $
© No
Form 9 90 (2006)
ti
Form 9.90 (2006)
FURITT
Page 3
Statement of Program Service Accomplishments (See the instructions.)
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
programs and accomplishments.
What is the organization's primary exempt purpose? ^
SEE STATEME-NT- 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)
Pro g ram Service
Expenses
( Required for 501(c)(3) and
and 4947(x)(1)
ores,
(4)
trusts , but optional for
others
a INTERNATIONAL PROGRAMS -SEE SCHEDULE 3
------------------------------------------------------------------------------------------ -- - -- -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------(Grants and allocations
$
0) If this amount includes foreign grants, check here ^ ❑
,553,395
b COMMUNICATIONS - SEE SCHEDULE 3
-- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------(Grants and allocations
$
0) If this amount includes foreign grants, check here ^ ❑
,650,702
c DOMESTIC PROGRAMS -SEE SCHEDULE 3
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------(Grants and allocations
0) If this amount includes foreign grants, check here ^ ❑
$
,177,178
d -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- -----------------------------------------------------------------------------(Grants and allocations
$
) If this amount includes foreign grants, check here ^ ❑
0
e Other program services (attach schedule)
(Grants and allocations
$
❑
) If this amount includes foreign grants, check here ^
line 44, column (B), Program services).
.
^
0
9,381,275
el
k
Page 4
Form 990 (2006)
Balance Sheets (See the instructions. )
Note:
45
46
Where required, attached schedules and amounts within the descnption
column should be for end-of-year amounts only
Cash-non-interest-bearing
. . . . .
Savings and temporary cash investments .
47a Accounts receivable . . .
b Less: allowance for doubtful accounts
.
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.
.
.
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.
(A)
Beginning of year
.
.
.
.
47a
47b
48a
48a Pledges receivable
. .
48b
b Less: allowance for doubtful accounts
49 Grants receivable . . . . . . . . . . . . . . . . .
50a Receivables from current and former officers, directors, trustees, and
key employees (attach schedule) . . .
. . . . . . . .
b Receivables from other disqualified persons (as defined under section
4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule)
U)
51a Other notes and loans receivable (attach
51a
. .
schedule) .
51b
b Less: allowance for doubtful accounts
Inventories for sale or use . . .
52
. . . . . .
53
Prepaid expenses and deferred charges
. . . .
FMV
.
^ ❑ Cost
54a Investments-publicly-traded securities .
b Investments-other securities (attach schedule) ^ ❑ Cost ❑ FMV
buildings,
and
55a Investments-land,
. .
equipment: basis . . .
b Less: accumulated depreciation (attach
schedule) . . . . . . .
Investments-other (attach schedule)
56
57a Land , buildings , and equipment. basis .
d
63
'j
65
66
y
0
M
V
u.
o
S
Accounts payable and accrued expenses .
Grants payable . . . . . . . . . .
Deferred revenue
. . . . .
. .
Loans from officers, directors, trustees, and
schedule) . .
. .
. . . . . .
.
.
.
57a
.
37,759
4,274,310
465,742
0 48c
0 49
0
0
0 50a
0
0 50b
0
0 51c
0 52
31,421 53
4,702,432 54a
0
0
43,072
5,395,326
54b
5c
56
. .
648,054
468,566
.
. . . .
.
. . . . .
. . . .
key employees (attach
. . .
. .
.
.
.
b Mortgages and other notes payable (attach schedule) . . . . .
Other liabilities (describe ^ STATEMENT. 7_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _)
Total liabilities . Add lines 60 through 65
72
Retained earnin g s , endowment , accumulated income , or other funds
73
Total net assets or fund balances . Add lines 67 through 69 or lines
70 through 72 (Column (A) must equal line 19 and column (B) must
. . .
equal line 21)
. . . . . . . . . . . .
Total liabilities and net assets/fund balances. Add lines 66 and 73
74
45
46
__
582,565 47c
b
Organizations that follow SFAS 117 , check here ^ ❑ and complete lines
67 throu g h 69 and lines 73 and 74
67
Unrestricted . . . . . . . .
. . . . .
. . .
. . . .
68 Temporarily restricted
. . .
Permanently restricted
69
.
. . . . . . . . . . . .
Organizations that do not follow SFAS 117, check here ^ ❑ and
complete lines 70 through 74 .
70 Capital stock , trust principal , or current funds . . . . . . . .
Paid-in or capital surplus , or land , building , and equipment fund
71
d
Z
16,996
3,874,013
55a
b Less. accumulated depreciation (attach
57b
schedule) . . .
. . . . .
58 Other assets, including program-related investments
(describe ^ -DUE_FROM PRB ASSOCIATES__
59 Total assets (must equal line 74). Add lines 45 through 58
60
61
62
(B)
End of year
99,031 57c
883,567
10,190,025
96,514
0
3,898.490
58
59
60
61
62
179,488
883,667
11,279,364
227,416
0
4,397,977
63
359, 071
b4D
65
305,382
4,354, 075
66
4,930,775
5,794,070
67
6,306,709
68
41,880
69
41,880
70
71
72
5,835 ,950
10,190,025
73
74
6,348,589
11,279,364
Form 990 (2006)
Page 5
Form 990 (2006)
a
b
1
2
3
4
c
d
1
2
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the
instructions )
10,319,288
a
Total revenue , gains , and other support per audited financial statements .
. . . . .
Amounts included on line a but not on Part I, line 12•
b1
. . .
Net unrealized gains on investments
b2
Donated services and use of facilities
. . . . . . . . .
b3
grants
Recoveries of prior year
. .
Other (specify): PRB ASSOCIATES
3
b4
--------------------------------------------------------------------------------3
b
Add lines b1 through b4 . . . . . . .
. . . . . . . . . . .
10
,319,285
C
Subtract line b from line a
. . . . . . . . . .
Amounts included on Part I, line 12, but not on line a:
. . , , ,
Investment expenses not included on Part I, line 6b
Other (specify)- -------------------------------------------------------------
di
d2
--------------------------------------------------------------------------------Add lines di and d2
Total revenue (Part I, line 12). Add lines c and d .
e
Reconciliation of Ex p enses p er Audited Financial Statements With Exp enses
1
2
3
4
Total expenses and losses per audited financial statements
Amounts included on line a but not on Part I, line 17.
. . . . .
Donated services and use of facilities
Prior year adjustments reported on Part I, line 20 . . . .
Losses reported on Part I, line 20 . . . . . . . . .
ASSOCIATES
Other (specify)* PRB
------- -- ----
1
Add lines b1 through b4 . . . . .
Subtract line b from line a
. .
. .
Amounts included on Part I, line 17, but not on line a:
Investment expenses not included on Part I, line 6b .
a
b
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10 , 319,285
er Return
a
9,981,004
b
C
100
9,980,904
b1
b2
b3
100
b4
c
d
d
e
. 0-
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.
k
di
2 Other (specify) : .............................................................
e
--------------------------------------------------------------------------------Add lines dl and d2
. . . . . . .
Total expenses (Part I, line 17). Add lines c and d
d2
.
-.
.
.
.
d
.
- 0-
9 ,980,904
e
Current Officers, Directors, Trustees , and Key Employees (List each person who was an officer, director, trustee,
or key employee at any time during the year even if they were not compensated.) (See the instructions)
(A) Name and address
WILLIAM P. BUTZ ----------------------------------------1875 CONNECTICUT AVE NW # 520 WASH DC 20009
(B)
Title and average hours per
week devoted to p os i tion
(C) Compensation
(If not paid , enter
-0-.)
(0) Contributions to employee ( E) Expense account
and other allowances
benefit plans 8 deferred
compensation plans
PRES/CEO; 50 HRS
--------------------------------------------------------------1875 CONNECTICUT AVE NW # 520 WASH DC 20009
-- ---- -- -- ---
193,220
14,108
0
97,699
7,130
0
--------------------------------------------------------------SEE ATTACHED LIST OF BOARD OF TRUSTEES
- ----------------------------------------------------------PRB BOARD SERVES WITHOUT COMPENSATION
---------------- ----------------------------------------------
Form 990 (2006)
61
Form 990 (2006)
Page 6
Yes No
Current Officers, Directors, Trustees, and Key Em p loyees (continued)
75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings .
. . . . . . .
. . . . .
. .
^ -------------------16
b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business --- - 75b
✓
relationships? If "Yes , " attach a statement that identifies the individuals and explains the relationship(s) .
c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest
compensated employees listed in Schedule A, Part I, or highest compensated professional and other
independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other
organizations, whether tax exempt or taxable, that are related to the organization? See the instructions for -✓
the definition of "related organization.". . . . . . . . . . . . . . . . . . . . . . . ^ 75c
If "Yes," attach a statement that includes the information described in the instructions.
d Does the organization have a written conflict of interest policy?
75d ✓
Former Officers, Directors, Trustees , and Key Employees That Received Compensation or Other Benefits (If any former
officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that
person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions.)
(B) Loans and Advances
(A) Name and address
I
I
(C) Compensation I
(if not paid,
enter -0-)
(D) Contributions to employee
benefit plans & defend
compensation plans
(E) Expense
account and other
allowances
NONE
-------------------------------------------------------------
Did the organization make a change in its activities or methods of conducting activities? If "Yes," attach a
detailed statement of each change . .
. . . . . . .
. . . . . . .
. . .
77 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.
78a 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 year? If "Yes," attach
a statement
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
76
--76
77
78E
78t
-79
80a 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 8W
. . .
. . . . . . . . . .
organization? .
. . .
ASSOCIATES
_PRB
of
the
organization
^
b If "Yes," enter the name
-------------------------------------------------------------------------------------------- and check whether it is ❑ exempt or ❑✓ nonexempt
1 81a
81a Enter direct and indirect political expenditures. (See line 81 instructions.)
. . . . . . . . . . . . . . . . . 811
b Did the organization file Form 1120 -POL for this year?
Form 990 (2006)
Page 7
Form 990 (2006)
Yes
Other Information (continued)
No
82a 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.
182b
. . .
(See instructions in Part III.) . . . .
. . . . . . .
for
returns
and
exemption applications?
inspection
requirements
comply
with
the
public
83a Did the organization
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
.
84a 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.
a5c
. .
c Dues, assessments, and similar amounts from members
85d
. . . . . .
d Section 162(e) lobbying and political expenditures
85e
. .
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
85f
less
expenditures
(line
85d
85e)
.
.
f Taxable amount of lobbying and political
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
I85hI
. . .
following tax year? . . . . .
. . .
86a
86 501(c)(7) orgs. Enter. a Initiation fees and capital contributions included on line 12 . .
86b
b Gross receipts, included on line 12, for public use of club facilities . .
87a
. .
87 501(c)(12) orgs. Enter: a Gross income from members or shareholders
other
or
paid
to
not
net
amounts
due
other
sources.
(Do
b Gross income from
87b
sources against amounts due or received from them) . . . . . .
88a 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 . . . . . .
b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the
. . . . . . . . . . ^
meaning of section 512(b)(13)? If "Yes," complete Part XI . . . . .
89a 501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under:
--; section 4955
section 4911
-.; section 4912
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
er sec ions
, an
58 . . . . . ^
0
d Enter: Amount of tax on line 89c, above, reimbursed by the organization . . ^
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter - - -89e
. . . . . . . . . . . . . . .
transaction ? . . . . . . . . .
. . .
✓
✓
f All organizations. Did the organization acquire a direct or indirect interest in any applicable insurance contract? 89f
g For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the
supporting organization, or a fund maintained by a sponsonng organization, have excess business holdings -----. . . . . S9g
. . . . .
. . . .
at any time during the year? . .
. . . . .
-----------------------90a List the states with which a copy of this return is filed ^ DC
b Number of employees employed in the pay period that includes March 12, 2006 (See
48
190b 1
instructions.)
)..---.483-1100
Z9?.
THE
ORGANIZATION
Telephone
no.
....
^ C91a The books are in care of ^
20009-5728
# 520 WASHINGTON, D.C
ZIP + 4 ^
Located at ^ .1875 CONNECTICUT AVE N .W --•--------•--••---....
-••------------•-•-•-•-•
•b At any time during the calendar year, did the organization have an interest in or a signature or other authority
Yes No
over a financial account in a foreign country (such as a bank account, securities account, or other financial
91
b
✓
account)? . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . .
If "Yes," enter the name of the foreign country No ................................................................
See the instructions for exceptions and filing requirements for Form TD F 90-22 .1, Report of Foreign Bank
and Financial Accounts.
Form 990 (2006)
Form 990 (2006)
FTIM
Page 8
Yes
Other Information (continued)
c At any time during the calendar year, did the organization maintain an office outside of the United States? 91c
If "Yes," enter the name of the foreign country ^ ................................................................
92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041-Check here
^
92
and enter the amount of tax-exempt interest received or accrued during the tax year
No
✓
^ ❑
COWTVATAnal ysis of Income - Producin g Activities See the instructions. )
Note: Enter gross amounts unless otherwise
indicat ed.
93
Program service revenue:
a
b
c
d
e
f
9
94
95
96
97
a
b
98
99
100
101
102
103
Excluded by section 512, 513, or 514
Unrelated bu siness income
(A)
Business code
(B)
Amount
(C)
Exclusion code
(D)
Amount
(E)
Related or
exempt function
income
54,014
PUBLICATION SALES
Medicare/Medicaid payments
. . . .
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
98,716
14
38
14
426,769
not debt-financed property
Net rental income or (loss) from personal property
Other investment income .
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
b
c
d
e
104
Subtotal (add columns (B), (D), and (E))
Total (add line 104, columns (B), (D), and (E)) . . . . . . . . . .
105
Note : Line 105 ,plus line le. Part 1. should equal the amount on line 12, Part I.
426,807
.
.
.
.
.
^
152,730
579,537
Relationshi p of Activities to the Accom plishment of Exem pt Purp oses (See the instructions.)
Line No .
y
93a,b ; 94
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 VARIOUS IMPACTS OF POPULATION, HEALTH AND ENVIRONMENTAL ISSUES,
EMPTPURP
Information Re g ardin g Taxable Subsidiaries and Disre g arded Entities see the instructions.
A
(B)
Name, address, and )EIN of corporation,
Percentage of
Nature of activities
Total(Dcome
ownershi p interest
p artnershi p , or disre g arded enti ty
Lj^
PRB ASSOCIATES
1875 CONNECTICUT AVE N.W. # 520
WASHINGTON, D.C 20009
EIN 52 -1278952
(a) Did the organization, during the year, receive any funds, directly or
(b) Did the organization, during the year, pay premiums,
Note : If "Yes" to (b), file Form 8870 and Form 4720 (see
100 % RESEARCH
End-op
(E year
assets
3
1925
Form 990 (2006)
Kj^
Page 9
Information Regarding Transfers To and From Controlled Entities . Complete only if the organization
Is a controlling organization as defined in section 512(b)(13).
Yes No
Did the reporting organization make any transfers to a controlled entity as defined In section 512(b)(13) of
the Code? If "Yes," complete the schedule below for each controlled entity.
106
a
(C)
Description of
transfer
(B)
Employer Identification
Number
(A)
Name, address , of each
controlled entity
✓
(D)
Amount of transfer
-----------------------------------------
-----------------------------------------
b
---------------------------------------------------------------------------------
c
--------------------------------------------------------------------------------Totals
=
Yes
Did the reporting organization receive any transfers from a controlled entity as defined in section
512(b)(13) of the Code? If "Yes," complete the schedule below for each controlled entity.
107
(C)
Description of
transfer
(B)
Employer Identification
Number
(A)
Name, address , of each
controlled entity
a
No
✓
(D)
Amount of transfer
-----------------------------------------
-----------------------------------------
b
---------------------------------------------------------------------------------
c
--------------------------------------------------------------------------------Totals
Yes
108
Did the organization have a binding written contract in effect on August 17, 2006, covering the interest,
rents, royalties, and annuities described in question 107 above?
and b
Please
Plea
Here
f, it isktr
,
orrect and
✓
that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
mplete.
claration of preparer of er t an o icer is base d on a i nform
45 7
Da
Signature of officer
WILLIAM P. BUTZ PRESIDENT I CEO
Type or pr i nt name
Paid
P reparer ' s
Use Only
No
nd title
Date
Preparer 's
signature '
Check if
self
Preparer's SSN or MIN (See Gen. inst X)
em p loy ed ^ ❑
Firm ' s name (or yours
EIN
^
if self-employed),
address, and ZIP + 4 '
Phone no
0, l
1
Form 990 (2006)
®
Printed on recyciedpaper
t
Organization Exempt Under Section 501(c)(3)
SCHEDULE A I
OMB No 1545-0047
(Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n),
or 4947(a)(1) Nonexempt Charitable Trust
(Form 990 or 990-EZ)
©O6
Supplementary Information-(See separate instructions.)
Department of the Treasury
Internal Revenue Serace
Name of the organization
^ MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
Employer identification number
Population Reference Bureau
12,701
53
0214030
;
Compensation of the Five Highest Paid Employees Other Than Officers , Directors , and Trustees
(See oaae 2 of the instructions. List each one. If there are none. enter "None.")
(a) Name and address of each employee paid more
than $50,000
NANCY YINGER
-------------------------------------------------------1875 CONN AVE NW # 520, WASH DC 20009
LINDA JACOBSEN
•------------------------------------------------------1875 CONN AVE NW # 520, WASH DC 20009
KENDRA DAVENPORT
- -- ---------- ----- 1875 CONN AVE NW # 520, WASH DC 20009
RACHEL NUGENT
----------------------------------------------------1875 CONN AVE NW # 520, WASH DC 20009
CARL HAUB
--------1875 CONN AVE NW # 520, WASH DC 20009
Total number of other employees paid over $50 ,000. ^
( b) Title and average hours
per week devoted to position
DIR INTL PROGRAMS; 50
DIR DOMESTIC PRGS; 50
DEVELOPMENT DIR, 50
PROGRAM DIR; 50
SR DEMOGRAPHER; 50
( c) Compensation
(d) Contributions to
employee benefit plans &
(e) Expense
account and other
deferred compensation
allowances
129,904
9,480
0
114,369
8,346
0
105 , 506
7,700
0
99,984
7,297
0
6,271
0
85 , 925
°; iki
,-
-
9:FTaIlFJ Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See oaae 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
PC AID
•-------------------------------------------------------------------------------------- TECHNOLOGY
1875 CONN AVE NW # 520 , WASH DC 20009
JACKSON & ASSOCIATES
---------- HUMAN RESOURCES
-SON AS
-1875 CONN AVE NW # 520, WASH DC 20009
(c) Compensation
145,719
74,250
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------
--------------------------------------------------------------------------------------Total number of others receiving over $50 , 000 for
professional services
. . . .
. . . ^
LialIj -
0
Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed services other than professional services, whether individuals or
firms. If there are none, enter "None." See page 2 of the instructions.)
NONE
--------------------------------------------------------------------------------------
Total number of other contractors receiving over
$50,000 for other services . .
. .
. ^
For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EL
Cat No 11285F
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990- EZ) 2006
Page 2
Yes
Statements About Activities (See page 2 of the instructions .)
1
No
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 ^ $
( Must equal amounts on line 38,
Part VI - A, or line i of Part VI-B) .
.
.
.
.
.
.
.
. . . . . .
. .
. .
. .
.
.
. .
1
✓
2a
✓
2b
✓
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 AND 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's (If the answer to any question is "Yes," attach a detailed statement explaining the
transactions)
2
a Sale , exchange, or leasing of property? .
.
.
b Lending of money or other extension of credit ?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? .
.
.
.
.
e Transfer of any part of its income or assets?
.
.
.
.
c Furnishing of goods, services, or facilities? .
3a
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
2d
✓
3a
✓
3b
✓
.
Did the organization make grants for scholarships, fellowships, student loans, etc.' (If "Yes," attach an explanation
of how the organization determines that recipients qualify to receive payments ) . . . . . . . . .
b Did the organization have a section 403(b) annuity plan for its employees ? .
20
.
c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open
space, the environment, historic land areas or historic structures? If "Yes," attach a detailed statement . ,
d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds ? If "Yes," complete lines 4b through 4g. If "No," complete
lines 4f and 4g
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b
i th e organization ma ke any taxabl e d ist ri b u t ions un d er sect ion 49bb ? . . . . . . . . . . . .
4a
c Did the organization make a distribution to a donor , donor advisor , or related person ?
d Enter the total number of donor advised funds owned at the end of the tax year .
.
.
.
.
.
.
.
.
.
.
.
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
f
g
.
.
.
^
.
.
^
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised
funds included on line 4d) where donors have the right to provide advice on the distribution or investment of
amounts in such funds or accounts . . . . . . . . . . . . . . . . . . . . . . . ^
0
Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year ^
0
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006
P age 3
Reason for Non - Private Foundation Status (See pages 4 through 7 of the instructions.)
I certify that the organization is not a private foundation because it is: (Please check only ONE applicable box )
5
❑ A church, convention of churches, or association of churches Section 170(b)(1)(A)(i)
6
❑ A school Section 170(b)(1)(A)(ii). (Also complete Part V)
7
❑ A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(nl).
8
❑ A federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v).
9
❑ A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(iii) Enter the hospital's name, city,
and state ^ ---------------------------------------------------------------------------------------------------------------------------
10
❑ An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv)
(Also complete the Support Schedule in Part IV-A.)
11a © 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)
11b ❑ A community trust. Section 170 (b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.)
12
❑ An organization that normally receives. (1) more than 331/3% 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'/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
❑ An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization,
❑ Type I
❑ Type II
III -Functionally Integrated
III-Other
Provide the following information about the supported organizations . (See page 7 of the instructions)
(a)
(b)
(c)
(d)
(e)
Name (s) of supported organization (s)
Employer
Type of
Is the supported
Amount of
organization
organization listed in
support
identification
(described in lines
the supporting
number ( EIN)
organization's
5 through 12
above or IRC
governing documents?
section)
Total
14
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
I,. I
❑ An organization organized and operated to test for public safety. Section 509(a)(4) (See page 7 of the instructions.)
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006
Page 4
LZOM Support Schedule (Complete only if you checked a box on line 10, 11, or 12) Use cash method of accounting.
Note : You may 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
not include unusual grants See line 28 ) .
16
Membership fees received
17
Gross receipts from admissions , merchandise
sold or services performed , or furnishing of
facilities in any activity that is related to the
organization ' s charitable , etc., purpose
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
activities not included in line 18.
19
(a) 2005
(b) 2004
(c) 2003
(e) Total
(d) 2002
118,475
108,009
192,813
123,902
172,970
127,753
165,160
134,972
649,418
494,636
6,972 , 802
6 , 203,195
6,665,576
6 , 603,153
26 , 444,726
334 , 526
300 , 813
502 , 793
-223 , 488
914,644
0
0
0
0
0
business
20
Tax revenues levied for the organization's
benefit and either paid to it or expended on
its behalf . . . . . . . . . . .
0
0
0
0
0
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
public without charge
0
0
0
0
0
22
23
24
25
Other Income . Attach a schedule. Do not
include gain or (loss) from sale of capital assets
Total of lines 15 through 22 .
Line 23 minus line 17 .
Enter 1 % of line 23
0
7,533,812
561 , 010
0
6 , 820,723
617,528
0
7 , 469,092
803 , 516
0
6,679,797
76,644
0
28 , 323.424
1 , 758,698
26
Organizations described on lines 10 or 11:
26a
35,174
a Enter 2% of amount in column (e) , line 24 .
.
.
. ^
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 2002 through 2005 exceeded the
amount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts ^
^
. .
c Total support for section 509 (a)(1) test : Enter line 24 , column (e)
914 , 644
19
d Add : Amounts from column (e) for lines : 18
238 , 116
. . . . . . ^
22
26b
. ^
. . . . . . .
e Public support (line 26c minus line 26d total) . . .
. ^
f Public support percentage (line 26e (numerator) divided by line 26c (denominator))
---•
26b
26c
{
- -----j
238,116
1,758,698
26d
26e
26t
1 , 152,760
605,938
34 %
b
Organizations described on line 12 :
a For amounts included in 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 "
no not file this list with your return . Enter the sum of such amounts for each year-
27
b
(2005) ......................... (2004)
...... (2003) .......................... (2002) ------------------------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 b, 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:
(2005) ......................... (2004) .......................... (2003) -------------------------- (2002)
16
c Add: Amounts from column (e) for lines- 15
21
20
17
and line 27b total
d Add Line 27a total
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) . . ^
g Public support percentage (line 27e (numerator) divided by line 27f (denominator ))
h Investment income percentage (line 18 , column (e) (numerator) divided by line 27f
28
^
. ^
^
27c
27d
27e
271
. . . . . . ^
(denominator)). ^
279
27h
.
.
.
.
.
.
.
,
.
-_._I
%
Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005,
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 this list with your return . Do not include these grants in li ne 15
Schedule A (Form 990 or 990 - EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006
Page 5
Private School Questionnaire (See page 9 of the instructions.)
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
Yes
29
Does the or g anization have a racially nondiscriminatory polic y 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 ? . .
. . .
. . . .
. . . . . . .
30
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? . . . . . . . . . .
31
31
No
29
-j
--
If "Yes ," please describe ; if "No," please explain ( If you need more space , attach a separate statement )
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------32
Does the organization maintain the following:
. ,
a 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 ? . . . . . . . .
32a
32b
32c
32d
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?
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f
Use of facilities?
g Athletic programs?
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h Other extracurricular activities?
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33e
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33f
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33h
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33a
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33b
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33c
33d
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement )
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------34a Does the organization receive any financial aid or assistance from a governmental agency?
. . .
b 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
35
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34a
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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, covering racial nondiscrimination? If "No," attach an explanation
_
35
Schedule A ( Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006
Page 6
Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions.)
(To be completed ONLY by an eligible organization that filed Form 5768)
Check ^ a
❑ if the organization belongs to an affiliated group.
Check ^
b
❑ if you checked "a" and "limited control" provisions apply
Limits on Lobbying Expenditures
(a)
Affiliated group
totals
(The term "expenditures" means amounts paid or incurred.)
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 tableThe lobbying nontaxable amount isIf the amount on line 40 is.
Not 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
$175,000 plus 10% of the excess over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000. $225,000 plus 5% of the excess over $1,500,000
$1,000,000 . . . . . . . . . . .
Over $17,000,000 . . . . . . .
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
41
42
43
44
To be completed
for all electing
organizations
.
.
.
.
.
AKI
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 through 50 on page 13 of the instructions.)
Lobbying Expenditures During 4-Year Averaging Period
(a)
2006
Calendar year (or
fiscal year beginning in) ^
45
Lobbying nontaxable amount
46
Lobbyin g ceilin g amount ( 150% of line 45 (e ))
47
Total lobbying expenditures .
.
.
.
.
.
48
Grassroots nontaxable amount .
.
.
.
.
49
Grassroots ceilina amount (150% of line
50
Grassroots lobbying expenditures .
.
.
.
.
(b)
2005
(d)
2003
(c)
2004
(e)
Total
.
Lobbying Activity by Nonelecting Public Charities
(For reporting only by organizations that did not complete Part VI -A) (See page 13 of the instructions.)
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
b
c
d
e
f
g
h
i
Yes
Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Paid staff or management (Include compensation in expenses reported on lines c through h.) . . .
Media advertisements . . . . . . . . . . . . . . . . . . . . . . .
. .
Mailings to members , legislators , or the public . . . . . . . . . . . . . . . . . .
. . . . . . .
Publications, or published or broadcast statements . . . . . .
Grants to other organizations for lobbying purposes . . . . . . . . . . . . . . . .
Direct contact with legislators , their staffs , government officials , or a legislative body . . . . . .
. .
Rallies , demonstrations, seminars, conventions , speeches , lectures , or any other means
Total lobbying expenditures (Add lines c through h.)
. . . . . . . . . . . .
If "Yes" to any of the above , also attach a statement giving a detailed descripti on of the lobbying activities
No
✓
Amount
__ ^
`^
0
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-E1) 2006
Paoe 7
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See page 13 of the instructions.)
51
Did the reporting organization directly or indirectly engage in any of the following with any other organization d escribe d in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organization s
Yes No
a Transfers from the reporting organization to a noncharitable exempt organization of51a
i
✓
(I) Cash
. . . . . . . . . . . . . . . . . . . .
. . . . . . . .
ail
✓
(ii) Other assets . . . . . .
. . . .
. . . . . . . . . . . . .
b Other transactions:
b i
✓
(i) Sales or exchanges of assets with a noncharitable exempt organization . . . .
b ii
✓
(ii) Purchases of assets from a noncharitable exempt organization . . . . . .
. . . . . .
✓
b (i i i)
(iii) Rental of facilities , equipment , or other assets . . . . . . . . . . . . . . . . . .
✓
b
(iv)
(iv) Reimbursement arrangements
. . . . . . . . . . . . .
. . .
.
b
(v)
✓
(v) Loans or loan guarantees . .
. . . . . . . . . . . . . . . . . .
✓
b (v i)
(vi) Performance of services or membership or fundraising solicitations
. . . . . . . . . . ,
c
✓
. . . . . . .
c Sharing of facilities , equipment , mailing lists , other assets , or paid employees
d 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 m arket v alue i n any
transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
. . . . . . 0described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
b If " Yes, complete th e f o II owing schedule:
52a
10
Name of organization
IN
Type of organization
E] Yes
[:3 No
(c)
Description of relationship
Schedule A (Form 990 or 990-EZ) 2006
®
Printed on recycled Paper
POPULATION REFERENCE BUREAU, INC
FYE 9/30/06
FORM 990
EIN 53-0214030
CASH CONTRIBUTIONS OF $5,000 OR MORE
INCLUDED IN PART 1, LINE 1D
STATEMENT 1
*** NOT OPEN TO PUBLIC INSPECTION***
CONTRIBUTOR'S NAME & ADDRESS
TYPE
DATE
21,414
CASH
12/08/05
18,000
CASH
1/30/05
5,000
CASH
3/31/05
AMT
-POPULATION REFERENCE BUREAU, IN C
FYE 9/30/06
FORM 990
PART 1 LINE 20 OTHER CHANGES IN NET ASSETS
53-0214030
STATEMENT 2
EXPLANATION
174,258
NET REALIZED AND UNREALIZED GAINS ON INVESTME NTS
FORM 990
STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE
STATEMENT 3
EXPLANATION
TO GATHER, ANALYZE AND DISSEMINATE INFORMATION ON POPULATION, HEALTH AND THE
ENVIRONMENT FOR SCIENTIFIC AND EDUCATIONAL PURPOSES.
53-0214030
POPULATION REFERENCE BUREAU, INC
FYE 9/30/06
FORM 990
NON-GOVERNMENT SECURITIES
DESCRIPTION
VALUE
MUTUAL FUNDS
CD'S
MKT
MKT
OTHER PUB OTHER
TRADED
SECS
CORP
BONDS
CORP
STOCKS
0
0
STATEMENT 4
0
0
4,243, 489
1,151 , 837
VALUE
U.S. BONDS
MKT
TOTAL TO FORM 990, LN 54, COL B
4 , 243,489
1 , 151,837
STATEMENT 5
GOVERNMENT SECURITIES
DESCRIPTION
0
5,395,326
TOTAL TO FORM 990, LN 54, COL B
FORM 990
TOTAL NONGOVT SECS
STATE
GOVT
U.S.
GOVT
0
TOTAL
GOVT
0
0
0
POPULATION REFERENCE BUREAU, INC
FYE 9/30/06
OTHER ASSETS
FORM 990
53-0214030
STATEMENT 6
AMOUNT
DESCRIPTION
DUE FROM PRB ASSOCIATES
883,667
TOTAL TO FORM 990, LINE 58 , COLUMN B
883,667
OTHER LIABILITIES
FORM 990
STATEMENT 7
AMOUNT
DESCRIPTION
DEFERRED DUES
ACCRUED ANNUAL LEAVE
DEFERRED RENT
58,721
148,797
97,864
TOTAL TO FORM 990, PART IV , LINE 65, COL B
305,382
FORM 990A
LINE 3a:
PART III STATEMENT ABOUT ACTIVITIES
STATEMENT 8
PRB SOLICITS FELLOWSHIP APPLICATIONS FROM A VARIETY OF SOURCES,
TARGETING ACADEMICS WITH A BACKGROUN IN ECONOMICS. THE APPLICATION
INCLUDES A CV, PROPOSAL, AND LETTERS OF RECOMMENDATION. EACH
APPLICATION IS REVIEWED BY AT LEAST TWO REVIEWERS. APPLICATIONS
ARE EVALUATED FOR SCIENTIFIC QUALITY, POLICY IMPACT, OVERALL QUALITY
ONFER AS A GROUP
TO SELECT THE FINALISTS. ALL CANDIDATES ARE PROVIDED FEEDBACK ON THE
STRENGTHS AND WEAKNESSES OF THEIR PROPOSALS.
Sched 1
POPULATION REFERENCE BUREAU
SCHEDULE OF INV ESTMENTS - MARK ETABLE SE URITIES
10/01/05 - 9/30/06
COST
MKT VAL BOUGHT
FY 06
9/30/2005 9/30/2005
SECURITIES
SCHEDULE 1
53-0214030
COST
SOLD
FY 06
COST
9/30/2006
GAIN
( LOSS )
MKT VAL
9/30/2006
INT
DIVS
CAP GNS
LM LONG TERM:
Cash
S & P 500 SPDR's
Wash Mutual
LM SIT
Touchstone
Euro Pacific
Royce Fund
Royce Penn
Bond Fund
Total - LM LT:
120
1,291,254
600,974
367,912
0
466,955
198,921
0
375,534
3,301,670
3,301,670
119.60
1,352,536
598,577
578,562
0
637,900
309,441
0
370,433
3,847,569
3,847,569
123
478,241
559,790
0
0
0
81,549
212,565
328,221
0
115,656
888,134
690,929
888,134
0
197,205
355,000
867,000
277,000
945,000
277,000
945,000
1,222,000 1,222,000
1,222,000
2,110,134 1,912,929
2,110,134
2,110,134 1,912,929
2,110,134
123
559,913
328,221
0.11
1,316,360
621,904
0
559,913
499,285
0
328,221
394,844
3,720,527
011
1,494,930
675,004
0
587,153
765,818
0
333,175
387,409
4,243,489
3.82
25,105.40
12,608.50
11,378.07
501.86
3.82
8,321.64
110,328.18
20,952.10
13,142.84
19,310.37
68,904.20 152,744.76
LM INT TERM:
Money Market - LM
CD's
Money Market
Total - LM Int Term:
TOTAL LEGG MASON :
INVESTMENT TOTAL
8,704.60
8,704.60
422,000 422,000.00
0
0
430,705
430,705
430,705
3,732,374 4,278,273
3,732,374 4,278,273
545,899 1
4,278,273 1
Page 1
0 100,434.67
344,000
0
0
0
444,435
0
100,435 13,730.07
344,000
0
444,435 13,730.07
197,205
4,164,962
4,687,924 13,733.89
197,205
4,164,962
522,962
1
1 4,687,924
0.00
0.00
68,904.20 152,744.76
4,687,924 13,733.89 68,904.20 152,744.76
-22,937 GAIN/LOSS
POPULATION REFERENCE BUREAU, INC
FYE 9/30/06
53-0214030
FORM 990, PART IV, LINE 57B
DESCRIPTION
SCHEDULE2
COST
ACQ
METHOD YRS
FURN & EQUIP
LEASEHOLD
403,285 VARIOUS S/L
244,769 VARIOUS S/L
TOTALS
648 ,054
5-10
5-10
DEPREC
NET
264,772
203,794
138,513
40,975
468,566
179,488
PRB BOARD OF TRUSTEES
September 2006
Wendy Baldwin
Executive Vice President for Research
University of Kentucky Research
311 Main Building
Lexington , Kentucky 40506-0032
Tel: (859) 257-5294
Fax: (859) 323-2800
E-mail: baldwin@email.uky.edu
Secretary: Annette
Tel: (859) 257-1663
Email: alevan4@email.uky.edu
General Counsel to PRB
Michael P. Bentzen
Hughes & Bentzen, PLLC
1100 Connecticut Avenue NW, Suite 340
Washington, DC 20036
Tel: (202) 293-8975 C: (703) 217-5291
Fax: (202) 293-8973
Email: mbentzen@aol.com
Home: 1050 N. Stuart, Apt. 504
Arlington, VA 22201
Tel: (703) 248-9181 Fax: (703) 248-9011
Virginia Beach, VA
Tel: (757) 491-6409 Fax: (757) 491-0592
*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: bbutzg rb.org
Home Tel: (301) 946-5934
Joel E. Cohen
Professor
Laboratory of Populations
Rockefeller University & Columbia University
1230 York Avenue, Box 20
New York, NY 10021-6399
Tel: (212) 327-8883
Fax: (212 ) 327-7974
Email : cohen@rockefeller.edu
Administrative Assistant : Priscilla Rogerson
Tel: (212) 327-8884
Email : pro ergson @rockefeller.edu
*Bert T. Edwards
Tel: (202) 327-5300
Office of Historical Trust Accounting
Department of the Interior
1801 Pennsylvania Avenue, NW
Suite 500
Washington , DC 20006
Email: Bert Edwards (a,ios. doi.gov
Home : 309 Casey Lane
Rockville , MD 20850-4733
Home Tel : 301-838-3105
Home Fax : (301) 838-3152
Email : BertTEdwards@verizon.net
Wray Herbert
Director of Public Affairs
Association for Psychological Science
1010 Vermont Avenue, NW, 11 `h Floor
Washington , DC 20006
Tel: (202) 783-2077
Fax: (202) 783-2083
Email: wrayherbert(aigmail.com
Home: 4100 Massachusetts Avenue, NW
Apartment 117
Washington , DC 20016
Home Tel: 202-362-5691
*Member of Executive Committee
*Richard F. Hokenson, Treasurer
Hokenson & Company
51 Gervin Road
Lawrenceville, NJ 08648
Email: rhokenson@hokenson.biz
Home: 51 Gervin Road
Lawrenceville, NJ 08648
Netherlands
Richard Hokenson
Guido Gezellelaan 79
5051 MK Goirle
The Netherlands
Tel: 011-31-13-530-2936
Fax:011-31-84-741-1989
Answering Service: 609-888-5101
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
Email: Jim Johnson@unc.edu
Email: BettyWilson@unc.edu
Wolfgang Lutz
Professor and Leader
World Population Project
International Institute for Applied
Systems Analysis (1IASA)
Room S26
A-2361 Laxenburg, Austria
Tel: 43-2236-807-294
Fax:43-2236-71313
Cell: 0676-725-4334
Email : lutz@ iiasa.ac.at
Administrative Assistant : Marilyn
Email : brandl@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 : ma uirelna,ipas.org
Home : 919-960-4503
*Faith Mitchell, Secretary
Senior Program Officer
The Institute of Medicine
National Academies
500 Fifth Street, NW
Washington, DC 20001
Tel: (202) 334-3352
Fax: (202) 334-1329
Email: FMitchell@nas.edu
Home : (703) 444-6410
*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
Email: tpeighQfcb.com
Secretary: Chris
Email: cmaslowicz@fcb.com
Tel: (312) 425-6506
Cell: (312) 543-7547
*Member of Executive Committee
Cell: (609) 516-7780
NY Office
The Interpublic Group of Companies
1114 Avenue of the Americas
New York, NY 10036
Tel: (212) 704-1335
Fax: (212) 704-2266
Email : tpeigh @interpublic.com
Secretary: Jane
Email : jdicicco @interpublic.com
Tel: (212) 704-1310
Francis L. Price
Chairman and CEO
Q3 Stamped Metal, Inc.
777 Manor Park Drive
Columbus, OH 43228
Tel: (614) 870-0195, Ext. 117
Fax: (614) 870-0954
E-mail: fprice@g3inds.com
Secretary: Heidi
E-mail: hbaer@q3inds.com
Tel: 937-652-2181, Ext. 262
*Douglas Richardson, Chair
Executive Director
Association of American Geographers
1710 Sixteenth Street, NW
Washington, DC 20009
Tel: (202) 234-1450, Ext. 20
Fax: (202) 234-2744
Email: drichardsongaag.org
Home: 1015 Ross Thumb Road
Cambridge, MD 21613
Tel: 410-228-4129
Secretary: Ehsan Khater
Email: ekhater ,aag.org
Gary B. Schermerhorn
Managing Director of Technology
Goldman Sachs
30 Hudson Street, 23rd Floor
Jersey City, NJ 07302
Tel: (212) 902-3662
Fax: (212) 428-9672
Email: gary.schermerhorn@ sg com
Home: 296 Summit Avenue
Summit, NJ 07901
Secretary: Selina
Tel: (212) 357-7019
Email: Selina . Jarrett @ gs.com
Leela Visaria
Independent Researcher
4, Abhinav Colony
Drive in Road
Ahmedabad 380 052
India
TP1'
Fax: 91 27 1724 2365 (GIDR's Fax)
Cell: 91 98 9802 2433
Email: visaria a,vsnl.com ; lvisaria@gmail.com
*Montague Yudelman
Senior Fellow
World Wildlife Fund
Washington, DC
Tel: (202) 965-4642
Fax: (202) 965-4642
Email: 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