2014-04-29T14:10:51-05:00 2013-09-30 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2012-10-01 530214030 POPULATION REFERENCE BUREAU INC POPU 2024831100 1875 CONNECTICUT AVE NW NO 520 WASHINGTON DC 200095728 JAMES E SCOTT 2024831100 2014-04-29 1 JOYCE M UNDERWOOD P00022361 3016544900 2012 2015-11-30 17:44:51Z PRB JAMES E SCOTT 1875 CONNECTICUT AVE NW NO 520 WASHINGTON DC 200095728 11124857 0 X WWW.PRB.ORG X 1951 DC THE POPULATION REFERENCE BUREAU INFORMS PEOPLE AROUND THE WORLD ABOUT POPULATION, HEALTH AND THE ENVIRONMENT, AND EMPOWERS THEM TO USE THAT INFORMATION TO ADVANCE THE WELL-BEING OF CURRENT AND FUTURE GENERATIONS. 10 9 46 14 0 0 8632123 9476859 83572 75708 304951 196621 8941 5924 9029587 9755112 90215 437116 0 0 3881262 4120011 0 0 64202 4753450 5009234 8724927 9566361 304660 188751 11014284 11767403 3788020 3488967 7226264 8278436 X PRB TRANSLATES SCIENTIFIC INFORMATION ABOUT POPULATION, HEALTH AND THE ENVIRONMENT INTO UNDERSTANDABLE LANGUAGE FOR POLICYMAKERS, JOURNALISTS, EDUCATORS AND THE PUBLIC. 0 0 6479736 437116 46670 INTERNATIONAL PROGRAMS: PRB HAS PLAYED A PIVOTAL ROLE IN IN CONVINCING AFRICAN FINANCE MINISTERS THAT IMMEDIATE HEALTH AND EDUCATIONAL INVESTMENTS ARE NEEDED TO SLOW FERTILITY IF THEY HOPE TO REAP A "DEMOGRAPHIC DIVIDEND" IN THE DECADES AHEAD. THROUGH PRB'S ENGAGE PRESENTATION ON THE DEMOGRAPHIC DIVIDEND, ALONG WITH FACTSHEETS DEVELOPED FOR THE AFRICAN UNION AND THE ECONOMIC COMMISSION FOR AFRICA, PRB WORKED WITH POLICYMAKERS TO TURN DATA INTO POLICY ACTIONS. IN PARTNERSHIP WITH THE PHE ETHIOPIA CONSORTIUM, PRB BEGAN PLANNING FOR THE SECOND INTERNATIONAL POPULATION, HEALTH, AND ENVIRONMENT (PHE) CONFERENCE IN ADDIS ABABA, ETHIOPIA, TO BE HELD IN NOVEMBER 2013. DURING THE CONFERENCE, MORE THAN 150 PHE IMPLEMENTERS AND ADVOCATES FROM 20 DIFFERENT COUNTRIES (SEE SCHEDULE O FOR CONTINUATION.) 1621934 19816 U.S. PROGRAMS: PRB RECEIVED SUPPORT FROM THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH TO PROMOTE THE HEALTH AND WELL-BEING OF CALIFORNIA'S CHILDREN BY COMPILING DATA FOR COUNTIES, CITIES, AND SCHOOL DISTRICTS FOR MORE THAN 200 INDICATORS. WITH FUNDING FROM THE LUMINA FOUNDATION, PRB CONDUCTED RESEARCH AND AUTHORED A REPORT ON THE DEMOGRAPHIC AND FAMILY BACKGROUND FACTORS AFFECTING U.S. COLLEGE COMPLETION RATES. TO IMPROVE UNDERSTANDING OF THE VALUE AND USEFULNESS OF THE AMERICAN COMMUNITY SURVEY (ACS), PRB HAS PARTNERED WITH SABRE SYSTEMS TO CREATE AND SUPPORT A NEW ACS DATA USERS GROUP. FUNDED BY THE U.S. CENSUS BUREAU, THIS GROUP IS HELPING ACS DATA USERS CONNECT WITH EACH OTHER TO SHARE MESSAGES AND MATERIALS ABOUT KEY ACS DATA ISSUES AND APPLICATIONS. (SEE SCHEDULE O FOR CONTINUATION.) 1031472 9222 COMMUNICATIONS PROGRAMS: IN AUGUST, PRB LAUNCHED A NEW DESIGN AND INFORMATION ARCHITECTURE FOR ITS WEBSITES. REPRESENTING THE WORK OF A TEAM OF PRB STAFF AND WEB DESIGNERS AND DEVELOPERS, THE WEBSITES WERE REBUILT USING RESPONSIVE DESIGN, WHERE THE SITE AUTOMATICALLY SHRINKS AND REFORMATS TO FIT DIFFERENT SCREEN SIZES. THIS REDESIGN REPRESENTS A FUNDAMENTAL SHIFT IN HOW PRB PRESENTS INFORMATION TO AUDIENCES WHO ARE MOVING AWAY FROM DESKTOP COMPUTERS AND TOWARD MOBILE DEVICES AS THEIR PREFERRED WAY TO ACCESS INFORMATION. VISITS TO THE PRB WEBSITES FROM MOBILE DEVICES HAVE TRIPLED IN THE LAST YEAR ALONE. OVERALL, VISITORS VIEWED PRB WEBSITE PAGES MORE THAN 6 MILLION TIMES AND DOWNLOADED PRB REPORTS MORE THAN 1.5 MILLION TIMES. (SEE SCHEDULE O FOR CONTINUATION.) 9133142 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JAMES E SCOTT CFOCOO 2029395425 1875 CONNECTICUT AVE NW NO 520 WASHINGTON DC 200095728 FELICITY BARRINGER 1.00 X 0 0 0 MARCY CARLSON 1.00 X 0 0 0 ELIZABETH CHACKO 2.00 X X 0 0 0 BERT T EDWARDS 2.00 X X 0 0 0 PARFAIT M ELOUNDOU-ENYEGUE 2.00 X 0 0 0 RICHARD F HOKENSON 2.00 X X 0 0 0 MICHAEL WRIGHT 1.00 X 0 0 0 MARGARET NEUSE 3.00 X X 0 0 0 STANLEY K SMITH 2.00 X X 0 0 0 LINDA J WAITE 1.00 X 0 0 0 WENDY H BALDWIN 50.00 X X 273522 0 22734 JAMES SCOTT 50.00 X 225500 0 27459 JAMES GRIBBLE 50.00 X 193857 0 17714 LINDA A JACOBSEN 50.00 X 160338 0 24127 ELLEN CARNEVALE 50.00 X 165072 0 11997 MARLENE A LEE 50.00 X 131057 0 11244 RHONDA R SMITH 50.00 X 164239 0 14216 1313585 0 129491 8 0 1 0 JENNIFER SCHWED 826 BASHFORD LANE ALEXANDRIA VA 22314 MULTI-MEDIA/VIDEO PRODUCTION 150192 1 4211 4967195 4505453 9476859 MEMBERSHIP DUES 900099 62637 62637 PUBLICATIONS 900099 13071 13071 75708 203398 203398 5924 5924 1362968 1369745 -6777 -6777 -6777 9755112 75708 0 202545 X 174881 174881 262235 262235 416691 46994 367164 2533 2579065 2357820 220649 596 186483 175394 11089 692750 561669 130400 681 245022 198667 46114 241 8168 8168 48260 48260 44680 44680 2553592 2435151 111162 7279 386689 328271 57502 916 158343 158343 626875 17259 609616 833975 805025 27201 1749 198956 170787 24820 3349 44735 44735 35173 35173 SUPPORTING SERVICES 0 1589808 -1591736 1928 69788 9181 60357 250 9566361 9133142 369017 64202 5249 2434 4431439 3677669 291066 313397 29613 51670 1090172 831869 84271 258303 6135319 7428789 37327 35141 11014284 11767403 469750 498360 3308510 2986146 9760 4461 3788020 3488967 X 7174384 8221556 51880 56880 7226264 8278436 11014284 11767403 X 188751 861493 1928 X X 0 1 X 1 1 1 X 9315800 8953179 7980706 8632123 9476859 44358667 9315800 8953179 7980706 8632123 9476859 44358667 14368333 29990334 146584 106321 225178 269711 209322 957116 45315783 578399 0.66180 0.61940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51880 5000 56880 51880 51880 51880 51880 51880 51880 51880 51880 0.00000 1.00000 0.00000 0 0 445940 406977 38963 588013 368673 219340 56219 56219 0 258303 ADVANCES ON SUBLEASES 4461 4461 X 10616605 861493 861493 9755112 0 9755112 9566361 0 9566361 0 9566361 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS CONSIST OF CONTRIBUTIONS RECEIVED IN WHICH THE DONORS PERMANENTLY RESTRICTED THE ASSETS FOR ENDOWMENT PURPOSES. THE INCOME EARNED ON THE INVESTMENTS IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED AND GENERALLY USED IN THE PERIOD IT IS EARNED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PRB FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. PRB HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. PRB BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON PRB'S FINANCIAL POSITION, RESULTS OF ACTIVITIES, OR CASH FLOWS. ACCORDINGLY, PRB HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT SEPTEMBER 30, 2013 AND 2012. PRB IS OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM 2010 FORWARD. 1 NORTH AMERICA 0 0 GRANTS 76000 SOUTH AMERICA 0 0 GRANTS 11235 SUB-SAHARAN AFRICA 0 0 GRANTS 87500 0 0 0 0 0 0 174735 0 174735 NORTH AMERICA IMPROVE THE STATUS OF CHILDREN IN MEXICO BY PRODUCING KIDS COUNT REPORTS, DISSEMINATING THE REPORTS AND BUILDING CAPACITY TO USE THEM, AND PUBLICIZE THE ISSUE OF VIOLENCE AGAINST GIRLS. 20000 WIRE NORTH AMERICA IMPROVE THE STATUS OF CHILDREN IN MEXICO BY PRODUCING KIDS COUNT REPORTS, DISSEMINATING THE REPORTS AND BUILDING CAPACITY TO USE THEM, AND PUBLICIZE THE ISSUE OF VIOLENCE AGAINST GIRLS. 56000 WIRE SOUTH AMERICA DEVELOP A DATA-BASED STRATEGIC COMMUNICATION PLAN TARGETING CIVIL SOCIETY ORGANIZATIONS WORKING ON PUBLIC POLICY; MID- AND HIGH-LEVEL PROGRAM AND PROJECT MANAGERS WORKING ON POLICIES THAT AFFECT CHILDREN AND ADOLESCENTS; PARLIAMENTARIANS AND TECHNICAL STAFF FROM THE NATIONAL CONGRESS; AND GROUPS OF CHILDREN AND ADOLESCENTS IN PARAGUAY. 11235 WIRE SUB-SAHARAN AFRICA SUB-GRANT FOR POPULATION AND ECONOMIC DEVELOPMENT RESEARCH. PROJECT TITLE: "FERTILITY TIMING AND WOMEN'S ECONOMIC OUTCOMES IN SOUTH AFRICA". PROJECT BEING UNDERTAKEN IN CONJUNCTION WITH UNIVERSITY OF MICHIGAN. 87500 WIRE SUB-SAHARAN AFRICA SUB-GRANT FOR POPULATION AND ECONOMIC DEVELOPMENT RESEARCH. PROJECT TITLE: "FERTILITY TIMING AND WOMEN'S ECONOMIC OUTCOMES IN SOUTH AFRICA". PROJECT BEING UNDERTAKEN IN CONJUNCTION WITH UNIVERSITY OF CAPE TOWN. 87500 WIRE 4 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: PRB ISSUES A REQUEST FOR PROPOSALS, WHICH ARE CAREFULLY REVIEWED BY BOTH INTERNAL AND EXTERNAL REVIEWERS. ONCE THE SUCCESSFUL APPLICANTS ARE CHOSEN, A PROGRAM MANAGER AND A FINANCIAL ADMINISTRATOR MANAGE THE PROJECT. 1 UNIVERSITY OF COLORADO - BOULDER INSTITUTE OF BEHAVIORAL SCIENCE 483 UCB BOULDER CO 803090483 846000555 CO STATE 174881 SUB-GRANT FOR POPULATION AND ECONOMIC DEVELOPMENT RESEARCH. PROJECT TITLE: "35 YEARS LATER: EFFECTS OF THE MATLAB MATERNAL AND CHILD HEALTH AND FAMILY PLANNING PROGRAM ON WOMEN'S ECONOMIC EMPOWERMENT." 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PRB ISSUES A REQUEST FOR PROPOSALS, WHICH ARE CAREFULLY REVIEWED BY BOTH INTERNAL AND EXTERNAL REVIEWERS. ONCE THE SUCCESSFUL APPLICANTS ARE CHOSEN, A PROGRAM MANAGER AND A FINANCIAL ADMINISTRATOR MANAGE THE PROJECT. X X X X X 0 0 0 0 0 0 0 0 0 WENDY H BALDWIN 251022 0 0 0 22500 0 19977 0 2757 0 296256 0 0 0 JAMES SCOTT 200000 0 0 0 25500 0 15272 0 12187 0 252959 0 0 0 JAMES GRIBBLE 171357 0 0 0 22500 0 12147 0 5567 0 211571 0 0 0 LINDA A JACOBSEN 153033 0 0 0 7305 0 10958 0 13169 0 184465 0 0 0 ELLEN CARNEVALE 148072 0 0 0 17000 0 10391 0 1606 0 177069 0 0 0 RHONDA R SMITH 137239 0 1500 0 25500 0 9000 0 5216 0 178455 0 0 0 PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): FORM 990, PART III, LINE 4A WILL SHARE LESSONS LEARNED AND COMMON CHALLENGES ACROSS PHE PROJECTS. PRB HAS A LONG-STANDING RELATIONSHIP WITH KENYA'S NATIONAL COUNCIL FOR POPULATION AND DEVELOPMENT (NCPD), SUPPORTING ITS POPULATION ADVOCACY AND POLICY REFORM ACTIVITIES. KENYA'S NEW POPULATION POLICY FOR NATIONAL DEVELOPMENT, WHICH RECOGNIZES THAT FAMILY PLANNING AND REPRODUCTIVE HEALTH ARE CENTRAL TO DEVELOPMENT, GREW OUT OF A THREE-YEAR EFFORT TO ENGAGE CITIZENS AND LEADERS IN DEVELOPING A VISIONARY POPULATION POLICY CREATED BY AND FOR THE KENYAN PEOPLE. AND PRB PLAYED AN ACTIVE ROLE AROUND YOUTH PARTICIPATION AND YOUTH ISSUES AT THE INTERNATIONAL CONFERENCE ON FAMILY PLANNING IN ETHIOPIA. PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): FORM 990, PART III, LINE 4B PRB ALSO PREPARED A REPORT ON THE IMPACT OF THE 2007-2009 RECESSION ON HOUSEHOLD WEALTH AND FINANCIAL SECURITY IN APPALACHIA. AND PRB IS RESEARCHING THE DYNAMICS FOR UNDERREPRESENTED MINORITIES OF ENTRY INTO AND RETENTION IN THE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) WORKFORCE. THIS WORK HAS BEEN PRESENTED AT THE ANNUAL MEETING OF THE ASSOCIATION FOR PUBLIC POLICY AND MANAGEMENT, ATTRACTING INTEREST IN SIMILAR MODELING FOR THE BEHAVIORAL SCIENCE WORKFORCE. PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): FORM 990, PART III, LINE 4C PRB'S 2013 WORLD POPULATION DATA SHEET WAS RELEASED ON SEPT. 12, 2013. PRB HOSTED A WEBINAR TO HIGHLIGHT THE DATA SHEET'S MAIN FINDINGS, AND PARTICIPANTS CAME FROM 17 COUNTRIES. ADDITIONALLY, THE DATA FROM THE DATA SHEET ARE INCLUDED IN PRB'S POPULAR DATAFINDER WEBSITE (A SEARCHABLE DATABASE); THE DATA ARE ALSO DISPLAYED IN AN INTERACTIVE WORLD MAP AND AN INTERACTIVE INFOGRAPHIC; AND THE DATA SHEET IS TRANSLATED INTO FRENCH, SPANISH, AND GERMAN. DATA FROM THE DATA SHEET WERE CITED BY MEDIA AROUND THE WORLD, IN ARTICLES RANGING FROM AFGHANISTAN'S FERTILITY DROP TO NIGERIA'S BABY BOOM TO JAPAN'S POPULATION DECLINE. FORM 990, PART VI, SECTION A, LINE 1 PRB'S EXECUTIVE COMMITTEE MEETS EVERY SIX WEEKS AND IS EMPOWERED TO ACT ON BEHALF OF THE FULL BOARD OF TRUSTEES. THE FULL BOARD OF TRUSTEES MEETS TWICE A YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, BDO USA AND IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL AND OPERATING OFFICER. A FINAL DRAFT OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S EXECUTIVE AND AUDIT COMMITTEES FOR FINAL REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, DIRECTOR, OFFICER, AND KEY EMPLOYEE COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED BY THE CFO/COO AND THE CHAIR OF THE AUDIT COMMITTEE. ANY QUESTIONS ARE FOLLOWED UP THE AUDIT COMMITTEE CHAIR AND A FULL REPORT IS GIVEN TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO COMPENSATION IS DETERMINED BY THE PRB EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD OF TRUSTEES. THE CEO AND CFO REVIEW PERFORMANCE AND COMPENSATION FOR DEPARTMENT VPS AND SENIOR STAFF. DEPARTMENT VPS REVIEW PERFORMANCE AND COMPENSATION FOR THEIR DEPARTMENT EMPLOYEES. THE VPS MEET TOGETHER TO REVIEW COMPENSATION RECOMMENDATIONS TO ENSURE EQUITY ACROSS DEPARTMENTS. KEY EMPLOYEE AND VP COMPENSATION IS DETERMINED BY THE CEO AND CFO/COO, IN CONJUNCTION WITH A REVIEW BY THE HR SPECIALIST, AN INDEPENDENT CONTRACTOR. COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS IS USED TO COMPARE BOTH BASE SALARIES AND INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING SERVICES - INDIVIDUALS: PROGRAM SERVICE EXPENSES 806,799. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 806,824. CONSULTING SERVICES - ORGANIZATIONS: PROGRAM SERVICE EXPENSES 256,863. MANAGEMENT AND GENERAL EXPENSES 110,797. FUNDRAISING EXPENSES 7,279. TOTAL EXPENSES 374,939. CONTRACTUAL SERVICES - INDIVIDUALS: PROGRAM SERVICE EXPENSES 24,329. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,329. CONTRACTUAL SERVICES - ORGANIZATIONS: PROGRAM SERVICE EXPENSES 1,347,160. MANAGEMENT AND GENERAL EXPENSES 340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,347,500. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER-PRB ASSOCIATES LIQUIDATION 1,928. OVERSIGHT OF AUDIT: FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.