Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
POPULATION ACTION INTERNATIONAL
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1300 19TH STREET NW NO 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
D Employer identification number

52-0812075
E Telephone number

G Gross receipts $ 8,360,115
F Name and address of principal officer:
SUZANNE EHLERS
1300 19TH STREET NW NO 200
WASHINGTON,DC20036
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.POPULATIONACTION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1965
M State of legal domicile: DC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PAI WORKS WITH ITS PARTNERS TO MOBILIZE THE RESOURCES, POLICIES, AND POLITICAL WILLPOWER NECESSARY TO CLOSE THE GLOBAL GAP IN FAMILY PLANNING, WHICH IS AN UNMET NEED ESTIMATED AT 222 MILLION WOMEN.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 37
6 Total number of volunteers (estimate if necessary) ............. 6 18
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 58
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,152,323 5,511,728
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -5,769 174,207
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 420 3,065
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,146,974 5,689,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,345,739 488,313
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,748,470 2,586,127
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet335,426    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,070,037 2,132,885
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,164,246 5,207,325
19 Revenue less expenses. Subtract line 18 from line 12....... -1,017,272 481,675
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,674,364 5,155,978
21 Total liabilities (Part X, line 26)............. 1,424,988 1,368,194
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,249,376 3,787,784
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: POPULATION ACTION INTERNATIONAL PROMOTES UNIVERSAL ACCESS TO FAMILY PLANNING AND REPRODUCTIVE HEALTH SERVICES THROUGH RESEARCH, ADVOCACY, AND INNOVATIVE PARTNERSHIPS. ACHIEVING THIS MISSION WILL DRAMATICALLY IMPROVE THE HEALTH AND AUTONOMY OF WOMEN, REDUCE POVERTY, STRENGTHEN CIVIL SOCIETY, AND PROTECT THE ENVIRONMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,774,971 including grants of $ 149,276 ) (Revenue $   )
CLIMATE CHANGE/ POPULATION, HEALTH AND ENVIRONMENT: A WOMAN-CENTERED APPROACHWOMEN'S HEALTH IS INEXTRICABLY LINKED TO ENVIRONMENTAL SUSTAINABILITY. "POPULATION-HEALTH-ENVIRONMENT" (PHE) PROGRAMS ARE A PROMISING MODEL FOR INTEGRATING REPRODUCTIVE HEALTH AND ENVIRONMENTAL PROTECTION AT THE PROGRAM LEVEL, BY HELPING COMMUNITIES MANAGE THEIR NATURAL RESOURCES IN WAYS THAT IMPROVE HEALTH AND LIVELIHOODS, CONSERVE CRITICAL ECOSYSTEMS, AND IMPROVE ACCESS TO FAMILY PLANNING AND OTHER HEALTH SERVICES. PAI HELPS SOUTHERN PARTNERS IN KEY VULNERABLE HOTSPOT COUNTRIES APPLY BEST PRACTICES FROM THE PHE FIELD IN THEIR COMMUNITY-BASED RESPONSE MODELS AND IN NATIONAL DEVELOPMENT PLANNING. THROUGH ITS CLIMATE CHANGE INITIATIVE, PAI IS SUPPORTING CIVIL SOCIETY IN COUNTRIES LIKE MALAWI, KENYA, BANGLADESH AND THE PHILIPPINES TO PROMOTE FAMILY PLANNING AND INVESTMENTS IN WOMEN AND REPRODUCTIVE HEALTH AS CRITICAL TO CLIMATE ADAPTATION PLANS. PAI STAFF PRESENTED AT THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS ON THIS TOPIC IN APRIL OF THIS YEAR LEARNING FROM KENYA AND MALAWI ON CLIMATE CHANGE. MALAWI PROVIDES AN EXCELLENT EXAMPLE OF THE KINDS OF RESULTS PAI PRODUCES THROUGH OUR CLIMATE CHANGE PORTFOLIO, INCLUDING:- THE NATIONAL POPULATION POLICY NOW INCLUDES MENTION OF CLIMATE CHANGE, WHICH PROVIDES A PLATFORM TO INTEGRATE POPULATION-CLIMATE CHANGE PROGRAMS AS THE POLICY IS IMPLEMENTED.- IN 2013, FAMILY PLANNING IS NOW FOR THE FIRST TIME - LISTED AS A LINE ITEM IN THE NATIONAL BUDGET.- NATIONAL LEADERS, INCLUDING THE PRESIDENT AND VICE PRESIDENT, ARE BECOMING MORE VOCAL CHAMPIONS FOR WOMEN AS CENTRAL TO DEVELOPMENT, AND CLIMATE ADAPTATION PRIORITIES. - THE UPDATED VERSION OF THE NATIONAL CLIMATE CHANGE POLICY ALSO MAKES MENTION OF PEOPLE'S ABILITY TO MANAGE THEIR OWN FERTILITY.
4b (Code:   ) (Expenses $ 1,278,620 including grants of $ 155,429 ) (Revenue $   )
COUNTRY ADVOCACYIN RECOGNITION OF THE GROWING IMPORTANCE OF SOUTHERN COUNTRY LEADERSHIP AND OWNERSHIP, OVER THE PAST YEAR PAI STRENGTHENED FP/RH AT THE NATIONAL AND SUB-NATIONAL LEVELS IN SELECT COUNTRIES, INCLUDING THE EXAMPLES BELOW. - THROUGH A FIVE YEAR INITIATIVE HOUSED AT THE JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH, ADVANCE FAMILY PLANNING, PAI IS MANAGING A $1 MILLION OPPORTUNITY FUND. THE OPPORTUNITY FUND IS DEDICATED TO PROMOTING ADVOCACY IN THE GLOBAL SOUTH FOR FAMILY PLANNING AND REPRODUCTIVE HEALTH, AND TO ADVANCING THE FP2020 AGENDA. - PAI OPERATES A PROJECT CALLED RH BUDGETWATCH, WORKING WITH CIVIL SOCIETY ORGANIZATIONS IN KENYA AND TANZANIA TO ENSURE THAT NATIONAL LEVEL BUDGETS INCLUDE LINE ITEMS FOR CONTRACEPTIVES, AND THAT THOSE LINE ITEMS ACTUALLY GET SPENT. - IN GUATEMALA, PAI ESTABLISHED PARTNERSHIPS WITH, AND PROVIDED SUBGRANTS TO, TWO CIVIL SOCIETY ORGANIZATIONS APROFAM AND OBSERVATORIO EN SALUD REPRODUCTIVA (OSAR). PAI'S SUBGRANTS ALLOWED THEM TO PURSUE ADVOCACY OPPORTUNITIES AROUND CONTRACEPTIVE HEALTH SUPPLIES. PAI ALSO RECENTLY AWARDED A SUBGRANT TO THE GUATEMALA ECOLOGICAL ORGANIZATION, FUNDAECO, TO ADVOCATE AROUND THE INTERSECTION OF GENDER, REPRODUCTIVE HEALTH AND CLIMATE CHANGE. - IN JULY 2012, THE PROMINENT HEALTH JOURNAL, THE LANCET, RELEASED A SPECIAL SERIES EXAMINING THE EVIDENCE FOR THE EFFECTS OF POPULATION AND FAMILY PLANNING ON PEOPLE'S WELL-BEING AND THE ENVIRONMENT. PAI DESIGNED AND EXECUTED A GLOBAL RELEASE AND ADVOCACY PLAN FOR THIS SPECIAL FAMILY PLANNING THEME EDITION. - PAI ISSUED SMALL GRANTS TO COUNTRY PARTNERS IN LATE 2013/EARLY 2013 TO SUPPORT COUNTRY LAUNCH EVENTS. THEY INCLUDED THOSE IN NIGERIA, AT THE NIGERIA FAMILY PLANNING CONFERENCE, AND IN KENYA, WHERE PAI'S PARTNER, AFIDEP, HOSTED A SERIES OF TARGETED BRIEFINGS WITH POLICYMAKERS IN NAIROBI, AS WELL AS IN ADVANCE OF KENYA'S NATIONAL ELECTION. IN INDIA, PAI SPONSORED A LANCET AUTHOR TO SPEAK AT THE LAUNCH EVENT WHICH DREW OVER 100 GOVERNMENT OFFICIALS (BOTH NATIONAL AND STATE), CIVIL SOCIETY, AND DONORS INCLUDING USAID, UNFPA, GATES, FORD, MACARTHUR AND OTHERS. PAI'S RESEARCH TRANSLATES DATA INTO KNOWLEDGE, TAKING COMPLEX DEMOGRAPHIC AND GLOBAL HEALTH DATA, AND MAKING IT COMPREHENSIBLE FOR POLICYMAKERS AND ADVOCATES ALIKE. PAI USES ONLY THE MOST RELIABLE SOURCES OF INFORMATION, AND IS WELL KNOWN FOR PAIRING EVIDENCE WITH CLEAR, ACTIONABLE POLICY RECOMMENDATIONS. EXAMPLES OF RESEARCH PRODUCED OVER THE PAST YEAR INCLUDE SEVERAL NEW PUBLICATIONS FROM OUR CLIMATE TEAM. THESE INCLUDE POPULATION, REPRODUCTIVE HEALTH AND INTERNATIONAL ADAPTATION FINANCE, WHICH WAS PRESENTED AT THE CONFERENCE, POPULATION AND CLIMATE CHANGE: TOWARDS CLIMATE DEVELOPMENT FOR AFRICA (LILONGWE, MALAWI); AND AT THE INTERNATIONAL CONFERENCE ON POPULATION AND CLIMATE CHANGE (ACCRA, GHANA).PAI IS ALSO WELL KNOWN FOR RESEARCH EFFORTS AROUND DEMOGRAPHY AND DEVELOPMENT. THIS YEAR, PAI'S PRESIDENT PRESENTED IN SEVERAL VENUES ON THIS TOPIC, INCLUDING AT THE WORLD AFFAIRS COUNCIL AND THE NATIONAL DEFENSE UNIVERSITY. PAI'S RESEARCH TEAMS ARE FEATURED PRESENTERS AND FACILITATORS IN MULTIPLE VENUES SUCH AS THE 11TH INTERNATIONAL DIALOGUE ON POPULATION AND SUSTAINABLE DEVELOPMENT, AND THE CIVIL SOCIETY CONSULTATIONS FOR THE GLOBAL THEMATIC CONSULTATION ON POPULATION DYNAMICS IN THE POST-2015 UN DEVELOPMENT AGENDA.
4c (Code:   ) (Expenses $ 252,599 including grants of $ 143,608 ) (Revenue $   )
GLOBAL ADVOCACY, RESEARCHFP 2020: PAI PRESIDENT SUZANNE EHLERS WAS THIS YEAR NAMED A CO-CHAIR OF THE RIGHTS & EMPOWERMENT WORKING GROUP, WHICH PLAYS A CRITICAL ROLE IN THE IMPLEMENTATION OF THE FP2020 AGENDA. THE RIGHTS & EMPOWERMENT WORKING GROUP'S MISSION IS TO ENSURE THAT FP2020 DELIVERS ON ITS PROMISE OF REACHING 120 MILLION NEW USERS OF MODERN CONTRACEPTION IN A WAY THAT IS RIGHTS-BASED, AND THAT PUTS AN EMPHASIS ON THE QUALITY AND NOT JUST QUANTITY OF CARE THAT IS RECEIVED. PAI'S PUBLISHED A SERIES OF BLOGS, ON INTERNATIONAL FINANCING FOR FP/RH, THE FIRST ANALYSES FOR THE FP/RH ADVOCACY COMMUNITY TO QUANTIFY DEVELOPING COUNTRY COMMITMENTS PLEDGED IN LONDON. THE UN COMMISSION ON LIFE-SAVING COMMODITIES FOR WOMEN AND CHILDREN IDENTIFIED AND ENDORSED AN INITIAL LIST OF 13 OVERLOOKED LIFE-SAVING COMMODITIES THAT, IF MORE WIDELY ACCESSED AND PROPERLY USED, WILL SAVE THE LIVES OF MORE THAN 6 MILLION WOMEN AND CHILDREN. PAI SUCCESSFULLY ADVOCATED FOR THE THREE FAMILY PLANNING COMMODITIES (IMPLANTS, FEMALE CONDOMS, AND EMERGENCY CONTRACEPTION) AND THREE MATERNAL HEALTH COMMODITIES (OXYTOCIN, MAGNESIUM SULFATE AND MISOPROSTOL) INCLUDED ON THE LIST. PAI WORKS ON THE ADVOCACY WORKING GROUP AND THE MATERNAL HEALTH TECHNICAL RESOURCE TEAM, INCLUDING SIGNIFICANT ENGAGEMENT WITH ITS COMMODITY SECURITY SUBGROUP.UN COMMISSION ON POPULATION AND DEVELOPMENT: PAI CONTINUED TO MAKE MODEST INVESTMENTS TO PROACTIVELY INFLUENCE THE OUTCOMES OF MAJOR UN GATHERINGS AND PROCESSES. AT THE 46TH SESSION OF THE UN COMMISSION ON POPULATION AND DEVELOPMENT (CPD), "NEW TRENDS IN MIGRATION: DEMOGRAPHIC ASPECTS," PAI PRESIDENT WAS ONCE AGAIN INVITED BY THE STATE DEPARTMENT TO SERVE AS AN OFFICIAL MEMBER OF THE U.S. DELEGATION TO THE CPD. PAI'S PARTICIPATION HELPED TO ENSURE THAT CIVIL SOCIETY VOICES WERE INCLUDED IN THE DELIBERATIONS, AND THAT PREVIOUS GAINS MADE FOR REPRODUCTIVE HEALTH WERE PROTECTED. RESEARCH ASSOCIATE KAJA JURCZYNSKA PLAYED A CRITICAL ROLE VIS-A-VIS NGO ORGANIZING, AND PUBLISHED A BLOG ON THE CPD. THE REPRODUCTIVE HEALTH SUPPLIES COALITION (RHSC) CONTINUED TO PLAY PROMINENTLY IN PAI'S WORK AS WELL, AT IT IS THE PREMIERE GLOBAL ENTITY ADDRESSING SUPPLIES SHORTAGES AND CONTRACEPTIVE SECURITY AROUND THE WORLD. PAI ONCE AGAIN PROVIDED LEADERSHIP WITHIN THE ADVOCACY AND ACCOUNTABILITY WORKING GROUP OF THE COALITION; AND NURTURED THE NEW LATIN AMERICA/CARIBBEAN FORUM.A MAIN HIGHLIGHT OF OUR WORK WITH THE RHSC THIS YEAR WAS THE PRODUCTION OF A NEW ADVOCACY FILM, CON LOS MANOS VACIAS.PAI CONTINUED OUR CO-LEADERSHIP OF THE MATERNAL HEALTH SUPPLIES WORKING GROUP OF THE MATERNAL HEALTH SUPPLIES TASK FORCE. IN 2013 THE WORKING GROUP HELD TWO IN-PERSON MEETINGS AND HOSTED "IN OUR HANDS: SUCCESSFUL STRATEGIES TO PRIORITIZE ESSENTIAL MATERNAL HEALTH SUPPLIES" WHICH FEATURED AN "IDEAS EXCHANGE" BETWEEN MH AND RH EXPERTS AT THE WOMEN DELIVER CONFERENCE IN KUALA LUMPUR. MALAYSIA. AT THE ANNUAL RHSC MEETING IN 2013, PAI SPONSORED SEVERAL MATERNAL HEALTH SUPPLIES ADVOCATES FROM THE GLOBAL SOUTH TO ATTEND. TO KEEP STAKEHOLDERS ENGAGED AND INFORMED ABOUT PAI'S POSITION AND WORK ON KEY GLOBAL PROCESSES, WE RECENTLY LAUNCHED A NEWSLETTER FEATURING GLOBAL FAMILY PLANNING POLICY INSIGHT AND ANALYSIS, FP2020 VISION. FP2020 VISION DEBUTED AT THE INTERNATIONAL CONFERENCE ON FAMILY PLANNING (ICFP) IN ADDIS, ETHIOPIA IN NOVEMBER 2013 - WILL COVER ISSUES RANGING FROM FP2020 AND THE POST2015 AGENDA, TO REPRODUCTIVE HEALTH SUPPLIES TO BUDGET ADVOCACY.
(Code:   ) (Expenses $ 208,575 including grants of $ 40,000 ) (Revenue $   )
UNITED STATES GOVERNMENT RELATIONSTHIS YEAR, PAI REMAINED AMONG THE MOST INFLUENTIAL ADVOCATES IN WASHINGTON FOR U.S. LEADERSHIP FOR INTERNATIONAL FP/RH. AT EVERY OPPORTUNITY, PAI WORKED CLOSELY AND DILIGENTLY WITH OUR COALITION PARTNERS TO HIGHLIGHT WHAT FUNDING CUTS AND OTHER IMPEDIMENTS MEAN IN THE LIVES OF WOMEN WHO ARE BENEFICIARIES OF USAID AND UNFPA PROGRAMS. PAI HAD OVER 1,000 INDIVIDUAL ADVOCACY CONTACTS WITH CONGRESSIONAL AND EXECUTIVE BRANCH OFFICES (MEETINGS, PHONE CALLS AND EMAILS). PAI'S CLOSE RELATIONSHIPS WITH BOTH OTHER ADVOCATES AND CONGRESSIONAL STAFF MEMBERS UNDERPINNED OUR TACTICS, WHICH INCLUDED:- COORDINATING THE TWO MAIN ANNUAL CONGRESSIONAL SIGN-ON LETTERS FOR U.S. FUNDING FOR FP/RH, WHICH PROVIDE A STRONG SIGNAL FROM CONGRESSIONAL LEADERSHIP AS TO BUDGETARY PRIORITIES FOR THE COMING YEAR:- PAI CONTINUED TO PROVIDE LEADERSHIP TO THE INTERNATIONAL FAMILY PLANNING COALITION OVER THE PAST YEAR, AGAIN SERVING AS ITS SECRETARIAT AND COORDINATING COMMUNICATIONS AND MONTHLY MEETINGS AT PAI'S OFFICES FOR THE IFPC'S MEMBER ORGANIZATIONS. - PAI'S DIRECTOR OF COMMUNICATIONS AGAIN CHAIRED THE IFPC COMMUNICATORS WORKING GROUP (IFPCC), WHICH HELPED DEVELOP COHESIVE MESSAGING ON TOPICAL ISSUES, AS WELL AS CONDUCTED PERIODIC POLLING AND MAPPING OF VARIOUS SPHERES OF INFLUENCES TO DETERMINE WHICH MESSAGES RESONATE BEST WITH WHICH AUDIENCES. - HOSTING BRIEFINGS, SUCH AS ONE FOR SENATORS AND THEIR STAFF IN APRIL FOCUSING ON FAMILY PLANNING AS A DEVELOPMENT "BEST BUY." - ORGANIZING MEETINGS OF LEADING ADVOCATES WITH KEY HOUSE AND SENATE OFFICES; AND- BUILDING DEEP RELATIONSHIPS WITH THE EXECUTIVE BRANCH, SUCH AS WITH THE STATE DEPARTMENT' S BUREAU FOR POPULATION, REFUGEES AND MIGRATION; THE OFFICE OF MANAGEMENT AND BUDGET; USAID; AND.- CONTINUING TO ENGAGE A DIVERSE RANGE OF POTENTIAL NEW ALLIES TO INCREASE SUPPORT FOR FP/RH FROM NON-TRADITIONAL SOURCES. - HOSTING SENIOR STAFF FROM FOUR SENATE OFFICES (COONS, CARDIN, DURBIN AND BOXER) TO TANZANIA, TO SEE THE IMPACT OF U.S. ASSISTANCE FOR INTERNATIONAL FP/RH IN ACTION. EARLIER IN THE YEAR, PAI HOSTED A GRASSTOPS STUDY TOUR TO PERU, IN PARTNERSHIP WITH PATHFINDER. PAI BROUGHT SEVERAL ATTENDEES FROM OUR MIAMI GRASSTOPS NETWORK.
4d Other program services (Describe in Schedule O.)
(Expenses $ 208,575 including grants of $ 40,000 ) (Revenue $   )
4e Total program service expensesMediumBullet4,514,765
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
29
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
37
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , AL , AR , AZ , CA , CT , FL , GA , HI , IL , KS , KY , LA , MA , MD , ME , MI , MS , MN , NC , NJ , NH , NM , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WI , WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletRAYMOND D BOYER VP OF FINANCE1300 19TH STREET NW STE 200WASHINGTONDC20036 (202) 557-3451
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) THE HON HARRIET C BABBITT........................................................................
CHAIR
3.00
.......................  
X   X       0 0 0
(2) VICTORIA SANT........................................................................
VICE CHAIR
2.00
.......................  
X   X       0 0 0
(3) DR POURU BHIWANDI........................................................................
TREASURER
2.00
.......................  
X   X       0 0 0
(4) THE HON SUSAN ESSERMAN........................................................................
SECRETARY
2.00
.......................  
X   X       0 0 0
(5) DR MOISES NAIM........................................................................
FORMER CHAIR
2.00
.......................  
X           0 0 0
(6) DR JACQUES ATTALI........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(7) CARLO DE BENEDETTI........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(8) DR PAMELA BEVIER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(9) CLARA BRILLEMBOURG........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(10) THE HON JOSE MARIA FIGUERES OLS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(11) ENRIQUE GONI........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(12) MICHAEL KEATING........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(13) DR THOMAS LOVEJOY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(14) DR ELIZABETH LULE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(15) JACQUELINE C MORBY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(16) DR PATRICIA SEEMANN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(17) DR MARI SIMONEN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) THE HON S BRUCE SMART........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(19) SUZANNE EHLERS........................................................................
PRESIDENT/CEO
40.00
.......................  
X   X       211,434 0 28,356
(20) CAROLYN VOGEL........................................................................
CHIEF OPERATING OFFICER
40.00
.......................  
    X       141,983 0 8,164
(21) SARAH HUMPHRIES........................................................................
VP OF DEVELOPMENT
40.00
.......................  
        X   137,461 0 2,535
(22) ELISHA DUNN-GEORGIOU........................................................................
VP OF ADVOCACY
40.00
.......................  
        X   136,395 0 8,261
(23) CRAIG LASHER........................................................................
DIR OF US GOV'T RELATIONS
40.00
.......................  
        X   107,287 0 9,199














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 734,560 0 56,515
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MERCEDES MAS DE XAXASLUIS ANTUNEZ 6BARCELONASP08006 INTERNATIONAL ADVOCACY CONSULTANT 106,811
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
5,511,728
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 5,511,728
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 66,685   58 66,627
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,778,637  
b Less: cost or other basis and sales expenses 2,671,115  
c Gain or (loss) 107,522  
d Net gain or (loss)..........MediumBullet 107,522     107,522
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a OTHER REVENUE 900099 3,065     3,065
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 3,065
12 Total revenue. See Instructions......MediumBullet 5,689,000 0 58 177,214
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 89,429 89,429
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 398,884 398,884
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 384,603 334,605 26,922 23,076
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,846,516 1,557,507 141,477 147,532
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 20,513 17,436 1,436 1,641
9 Other employee benefits ....... 201,171 170,995 14,082 16,094
10 Payroll taxes ........... 133,324 113,325 9,333 10,666
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 29,325 26,393 2,639 293
d Lobbying ........... 62,058 55,852 5,585 621
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 24,565 24,565    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 528,146 499,597 27,782 767
12 Advertising and promotion .... 8,670 8,670    
13 Office expenses ....... 159,605 141,164 17,596 845
14 Information technology ...... 79,709 68,550 11,159  
15 Royalties ..        
16 Occupancy ........... 678,231 491,286 82,645 104,300
17 Travel ............ 299,212 294,809 1,432 2,971
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 483 415 68  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 62,619 44,804 8,303 9,512
23 Insurance .............. 29,480 25,353 4,127  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROGRAM SUPPORT 115,719 112,270 2,548 901
b PUBLICATIONS 55,063 38,856   16,207
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 5,207,325 4,514,765 357,134 335,426
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 500 1 500
2 Savings and temporary cash investments ......... 2,094,337 2 2,190,518
3 Pledges and grants receivable, net ........... 237,784 3 316,854
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 50,292 9 54,503
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,358,464
b Less: accumulated depreciation ..... 10b 1,119,910 257,700 10c 238,554
11 Investments—publicly traded securities .......... 2,033,751 11 2,355,049
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,674,364 16 5,155,978
Liabilities 17 Accounts payable and accrued expenses ......... 189,388 17 103,028
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,235,600 25 1,265,166
26 Total liabilities. Add lines 17 through 25......... 1,424,988 26 1,368,194
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 2,608,007 27 3,232,816
28 Temporarily restricted net assets ........... 484,701 28 398,300
29 Permanently restricted net assets ........... 156,668 29 156,668
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 3,249,376 33 3,787,784
34 Total liabilities and net assets/fund balances ........ 4,674,364 34 5,155,978
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,689,000
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,207,325
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
481,675
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,249,376
5
Net unrealized gains (losses) on investments ...............
5
56,733
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,787,784
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% 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). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 5,912,730 3,930,055 7,520,667 6,152,323 5,511,728 29,027,503
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 5,912,730 3,930,055 7,520,667 6,152,323 5,511,728 29,027,503
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 10,427,257
6 Public support. Subtract line 5 from line 4. 18,600,246
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 5,912,730 3,930,055 7,520,667 6,152,323 5,511,728 29,027,503
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 66,733 37,314 40,053 55,704 66,685 266,489
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 5,264 20,822 1,604 420 3,065 31,175
11 Total support (Add lines 7 through 10). 29,325,167
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
63.430 %
15
15
62.630 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 0  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 62,058  
c Total lobbying expenditures (add lines 1a and 1b) ................... 62,058  
d Other exempt purpose expenditures ........................ 5,278,856  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 5,340,914  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
417,046  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
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.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 104,262  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

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 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 401,282 471,800 508,083 417,046 1,798,211
b Lobbying ceiling amount
(150% of line 2a, column(e))
2,697,317
c Total lobbying expenditures 61,923 102,138 51,246 62,058 277,365
d Grassroots nontaxable amount 100,321 117,950 127,021 104,262 449,554
e Grassroots ceiling amount
(150% of line 2d, column (e))
674,331
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, 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 1c through 1i)? ....
 
 
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 similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,956,168 1,956,168 1,956,168 1,956,168 1,956,168
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ...... 1,956,168 1,956,168 1,956,168 1,956,168 1,956,168
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet91.990 %
b
Permanent endowment SchDMd Bullet8.010 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   661,572 486,448 175,124
d Equipment ................        
e Other .................   696,892 633,462 63,430
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 238,554
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
REFUNDABLE ADVANCE 769,846
DEFERRED RENT 488,171
CAPITAL LEASE OBLIGATION 7,149






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,265,166
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 5,854,757
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 56,733
b Donated services and use of facilities ......... 2b 133,589
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 190,322
3 Subtract line 2e from line 1..................... 3 5,664,435
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 24,565
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 24,565
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 5,689,000
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,316,349
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 133,589
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 133,589
3 Subtract line 2e from line 1..................... 3 5,182,760
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 24,565
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 24,565
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,207,325
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: BOARD DESIGNATED NET ASSETS INCLUDE FUNDS DESIGNATED BY THE BOARD FOR SPECIFIC PROGRAMS. BOARD DESIGNATED NET ASSETS AT DECEMBER 31, 2013, WERE AVAILABLE IN THE RESERVE FUND (HELEN EDEY BEQUEST), AND THE BALANCE WAS $1,799,500. PERMANENTLY RESTRICTED NET ASSETS CONSISTS OF CONTRIBUTIONS TO THE BOARD RESERVE FUND OF $156,668.
PART X, LINE 2: PAI IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). IN ADDITION, PAI QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2013. PAI HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, PAI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED PAI'S TAX POSITIONS AND HAS CONCLUDED THAT PAI HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDELINE. PAI WOULD BE LIABLE FOR INCOME TAXES IN THE U.S. FEDERAL JURISDICTION. GENERALLY, PAI IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2010.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT MAKING   10,000
CENTRAL AMERICA AND THE CARIBBEAN     PROGRAM SERVICE PROVIDE STRATEGIC ADVICE AND PARTICIPATE IN THE DEVELOPMENT AND IMPLEMENTATION OF PAI ACTIVITIES IN THE AREA OF MATERNAL AND CHILD HEALTH (MCH) AND REPRODUCTIVE HEALTH (RH) SUPPLIES. 32,043
SOUTH ASIA 0 0 GRANT MAKING   93,934
SUB-SAHARAN AFRICA 0 0 GRANT MAKING   294,950
SUB-SAHARAN AFRICA     PROGRAM SERVICES PROVIDE STRATEGIC ADVICE AND PARTICIPATE IN THE DEVELOPMENT AND IMPLEMENTATION OF PAI ACTIVITIES IN THE AREA OF MATERNAL AND CHILD HEALTH (MCH) AND REPRODUCTIVE HEALTH (RH) SUPPLIES. 74,768
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 505,695
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 505,695
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
CENTRAL AMERICA AND THE CARIBBEAN GRANT FOR NATIONAL CAMPAIGN ON THE RIGHT TO FAMILY PLANNING AND ACCESS TO CONTRACEPTIVE SUPPLIES, PARTICULARLY IN PRIORITY MUNICIPALITIES FOR ZERO HUNGER PACT. 10,000 BANK WIRE TRANSFER      
SOUTH ASIA USING THE LANCET SERIES ON FAMILY PLANNING TO HELP REPOSITION FAMILY PLANNING HIGH ON THE DEVELOPMENT AGENDA OF INDIA. 34,158 BANK WIRE TRANSFER      
SOUTH ASIA TO ADVOCATE FOR INCORPORATION OF REPRODUCTIVE HEALTH AND POPULATION TOWARDS SUSTAINABLE CLIMATE ADAPTATION IN BANGLADESH. 20,000 BANK WIRE TRANSFER      
SOUTH ASIA TO INCORPORATE REPRODUCTIVE HEALTH WITH THE CLIMATE CHANGE ADAPTATION PROJECTS AND PLANS UNDER BANGLADESH CLIMATE CHANGE STRATEGY AND ACTION PLAN (BCCSAP) 2009. 19,976 BANK WIRE TRANSFER      
SOUTH ASIA TO ADVOCATE FOR INTEGRATION OF REPRODUCTIVE HEALTH ISSUES AND CLIMATE CHANGE INTO NATIONAL LEVEL PROGRAMS AND POLICIES. THE PROJECT WILL SENSITIZE KEY POLICY ACTORS FROM GOVERNMENT, DEVELOPMENT PARTNERS, DONORS AND NGOS FOR UNDERSTANDING THE IMPORTANCE OF THE LINKAGE BETWEEN CLIMATE CHANGE AND REPRODUCTIVE HEALTH AND TAKE NECESSARY INITIATIVES TO ACT IMMEDIATELY. 19,800 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA USING THE LANCET SERIES ON FAMILY PLANNING TO HELP REPOSITION FAMILY PLANNING AS HEALTH AND DEVELOPMENT PRIORITY IN NIGERIA. 35,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA SUPPORT ETHIOPIAN POLICYMAKERS AT BOTH NATIONAL AND REGIONAL LEVELS TO PRIORITIZE FUNDING FOR FAMILY PLANNING IN BUDGET PROCESSES. 46,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO BUILD CAPACITY OF STAKEHOLDERS FROM BOTH STATE AND NON-STATE ACTORS ON GENDER, REPRODUCTIVE HEALTH AND GENDER ISSUES TO BETTER ENABLE THEM TO ENGAGE EFFECTIVELY IN INFLUENCING KEY PROCESSES BOTH AT NATIONAL AND INTERNATIONAL LEVELS FOR GENDER, REPRODUCTIVE HEALTH AND CLIMATE CHANGE SOUND POLICIES. 50,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO BUILD CAPACITY OF STAKEHOLDERS FROM BOTH STATE AND NON-STATE ACTORS ON GENDER, REPRODUCTIVE HEALTH AND GENDER ISSUES TO BETTER ENABLE THEM TO ENGAGE EFFECTIVELY IN INFLUENCING KEY PROCESSES BOTH AT NATIONAL AND INTERNATIONAL LEVELS FOR GENDER, REPRODUCTIVE HEALTH AND CLIMATE CHANGE SOUND POLICIES. 25,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO DESIGN AND FACILITATE BUDGET LITERACY TRAINING FOR PAI'S RH BUDGETWATCH PROJECT AND TO PROVIDE TECHNICAL SUPPORT FOR RH BUDGETWATCH PARTNERS TO CONDUCT THEIR CONTRACEPTIVE BUDGET AND EXPENDITURE ASSESSMENTS. 3,450 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO ACCESS THE AMOUNT OF GOVERNEMTN FUNDING ALLOCATED AND SPENT ON RH INCLUDING CONTRACEPTIVE PROGRAMMES, AND TO ADVOACATE FOR INCREASED BUDGET ALLOCATION AND EFFECTIVE USE OF FUNDS FOR FAMILY PLANNING PROGRAMS IN KENYA. 25,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO DESIGN AND FACILITATE BUGET LITERACY TRAINING FOR PAI'S RH BUDGETWATCH PROJECT AND TO PROVIDE TECHNICAL SUPPORT FOR RH BUDGETWATCH PARTNERS TO CONDUCT THEIR CONTRACEPTIVE BUDGET AND EXPENDITURE ASSESSMENTS. 21,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA THIS ADDENDUM TO THE GRANT AGREEMENT BETWEEN PAI AND PATHFINDER INTERNATIONAL, TANZANIA COUNTRY OFFICE (GRANT NUMBER IA-093-FINANCING) COVERS AN ADJUSTMENT TO THE GRANT AMOUNT AND REPORTING SCHEDULE FOR THE GRANT DUE TO DELAYS IN THE WORK PLAN OF PATHFINDER INTERNATIONAL. SPECIFICALLY, PAI WILL DISBURSE HALF ($12,500 USD) OF THE PREVIOUSLY SCHEDULED SECOND TRANCHE OF FUNDING TO PATHFINDER INTERNATIONAL IN AUGUST 2013. IN OCTOBER 2013, PATHFINDER INTERNATIONAL WILL PROVIDE AN UPDATED FINANCIAL REPORT TO PAI AND BE REIMBURSED BY PAI FOR ANY OUTSTANDING EXPENDITURE. 12,500 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA THIS REVISED ADDENDUM TO THE GRANT AGREEMENT BETWEEN PAI AND PATHFINDER INTERNATIONAL, TANZANIA COUNTRY OFFICE (GRANT NUMBER IA-093-FINANCING) VOIDS THE PREVIOUS ADDENDUM DATED 25 JULY 2013. REVISED ADDENDUM HAS BEEN SET IN PLACE DUE TO UPDATED PROJECT ACTIVITIES AND FINANCIAL REPORT DATED OCTOBER 15, 2013 AND CONFIRMS THAT PATHFINDER WILL BE GRANTED THE FULL PAYMENT AMOUNT OUTLINED IN GRANT AGREEMENT IA-093-FINANCING. SPECIFICALLY, PAI WILL DISBURSE THE REMAINING AMOUNT OF THE ORIGINAL GRANT ($12,500 USD) TO PATHFINDER INTERNATIONAL IN NOVEMBER 2013. 12,500 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO CONTRIBUTE TOWARDS POLICY ADVOCACY ON POPULATION, CLIMATE CHANGE AND SUSTAINABLE DEVELOPMENT IN THE CONTEXT OF THE NATIONAL POPULATION POLICY, NATIONAL CLIMATE CHANGE POLICY AND OTHER KEY RELEVANT POPULATION RELATED POLICIES IN THE CRITICAL SECTORS OF POPULATION, HEALTH AND ENVIRONMENT IN MALAWI. 20,000 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO USE MIXED METHODS TO DISSEMINATE THE LINKAGES BETWEEN POPULATION, REPRODUCTIVE HEALTH AND CLIMATE CHANGE ADAPTATION FOR POLICY AND PROGRAM IMPLEMENTATION IN MALAWI 19,500 BANK WIRE TRANSFER      
SUB-SAHARAN AFRICA TO CALL FOR PURPOSEFUL ACTION AND INCLUSION OF GENDER, REPRODUCTIVE HEALTH, AND POPULATION DYNAMICS IN CLIMATE CHANGE DEBATES, POLICIES AND ADAPTATION PROGRAMS WITHIN THE NEWLY FORMED GOVERNANCE SYSTEM IN KENYA. 25,000 BANK WIRE TRANSFER      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
17
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: POPULATION ACTION INTERNATIONAL SUPPORTS INTERNATIONAL AND DOMESTIC NON-GOVERNMENT ORGANIZATIONS IN THEIR WORK TO INCREASE THE POLITICAL AND FINANCIAL SUPPORT THAT GOVERNMENTS OF THE WORLD GIVE TO POPULATION AND REPRODUCTIVE HEALTH PROGRAMS IN ACCORDANCE WITH THE GOALS OF THE INTERNATIONAL CONFERENCE ON POPULATION AND DEVELOPMENT'S PROGRAM OF ACTION. PAI USES A THOROUGH APPLICATION PROCESS OF BOTH PROPOSAL AND BUDGET REVIEW TO DETERMINE WHICH ORGANIZATIONS ARE BEST SUITED TO CARRY OUT THIS IMPORTANT WORK.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number
52-0812075
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) PATHFINDER INTERNATIONAL
9 GALEN STREET SUITE 217
WATERTOWN,MA02472
53-0235320 501(C)(3) 40,000       TO SUPPORT AND LEAD A CONGRESSIONAL STUDY TOUR TO SHOW FIRST HAND FP/RH PROGRAMS AND SERVICES IN THE FIELD AND WITHIN THE BORADER CONTEXT OF THE US DEVELOPMENT AGENDA.
(2) MARIE STOPES INTERANTIONAL US
PO BOX 35528
WASHINGTON,DC20033
54-1901882 501(C)(3) 48,429       SUPPORT DISTRICT HEALTH OFFICIALS IN IMPLEMENTING MALI'S NEW NATIONAL PROCEDURES FOR REPRODUCTIVE HEALTH (KEY ELEMENT OF MALI'S OUAGADOUGOU PARTNERSHIP ACTION PLAN), SPECIFICALLY FOR PROVISION OF VOLUNTARY TUBAL LIGATION AT HEALTH CENTRE LEVEL IN 15 DISTRICTS.




















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: POPULATION ACTION INTERNATIONAL SUPPORTS INTERNATIONAL AND DOMESTIC NON-GOVERNMENT ORGANIZATIONS IN THEIR WORK TO INCREASE THE POLITICAL AND FINANCIAL SUPPORT THAT GOVERNMENTS OF THE WORLD GIVE TO POPULATION AND REPRODUCTIVE HEALTH PROGRAMS IN ACCORDANCE WITH THE GOALS OF THE INTERNATIONAL CONFERENCE ON POPULATION AND DEVELOPMENT'S PROGRAM OF ACTION. PAI USES A THOROUGH APPLICATION PROCESS OF BOTH PROPOSAL AND BUDGET REVIEW TO DETERMINE WHICH ORGANIZATIONS ARE BEST SUITED TO CARRY OUT THIS IMPORTANT WORK.
Schedule I (Form 990) 2013


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)SUZANNE EHLERSPRESIDENT/CEO (i)
(ii)
192,661
0
18,773
0
0
0
2,120
0
26,236
0
239,790
0
0
0
(2)CAROLYN VOGELCHIEF OPERATING OFFICER (i)
(ii)
138,483
0
3,500
0
0
0
1,354
0
6,810
0
150,147
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 SUPERVISORS MAY CHOOSE TO AWARD A PERFORMANCE INCENTIVE IN LIEU OF OR IN ADDITION TO A SALARY INCREASE. THESE INCENTIVES ARE BASED ON THE EXTRAORDINARY PERFORMANCE AND EFFORT OF AN EMPLOYEE.
Schedule J (Form 990) 2013

Additional Data


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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
POPULATION ACTION INTERNATIONAL
 
Employer identification number

52-0812075
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE PAI BOARD OF DIRECTORS DELEGATES RESPONSIBILITY FOR THE REVIEW OF THE COMPLETED FORM 990 TO THE AUDIT COMMITTEE. THE COMMITTEE REVIEWS THE FORM WITH THE VICE PRESIDENT OF FINANCE AND WHEN THE COMMITTEE IS IN AGREEMENT WITH MANAGEMENT ON THE INFORMATION IN THE RETURN IT APPROVES THE FINAL COPY FOR MANAGEMENT TO SIGN. A COMPLETE COPY OF THE FINAL RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS AND THE AUDIT COMMITTEE REPORTS ITS APPROVAL TO THE FULL BOARD AT THE NEXT SCHEDULED MEETING OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR OF THE PAI BOARD OF DIRECTORS REVIEWS, COMPLETES, AND SIGNS THE CONFLICT OF INTEREST REVIEW FORM ANNUALLY. THE SIGNED FORM IS SUBMITTED TO THE CHAIR OF THE PAI BOARD OF DIRECTORS. ANY CONFLICT OF INTEREST THAT ARISES IS BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS AND THE OFFICER OR DIRECTOR INVOLVED DOES NOT VOTE ON THE MATTER. EACH STAFF MEMBER REVIEWS, COMPLETES, AND SIGNS THE PAI POLICY STATEMENTS (INCLUDING CONFLICT OF INTEREST) UPON HIRE. THE SIGNED FORM IS SUBMITTED TO THE VICE PRESIDENT OF FINANCE & ADMINISTRATION AND ANY CONFLICTS ARE REPORTED TO THE CHAIR OF THE BOARD OF DIRECTORS. THE STAFF MEMBER AGREES TO REPORT TO THE CHAIR OF THE BOARD OF DIRECTORS ANY FURTHER SITUATIONS THAT MAY DEVELOP DURING THEIR EMPLOYMENT.
FORM 990, PART VI, SECTION B, LINE 15 PAI DETERMINES COMPENSATION FOR ALL EMPLOYEES BY FOLLOWING THE GUIDELINES SET FORTH IN THE PAI SALARY ADMINISTRATION POLICY. THE PAI EXECUTIVE COMMITTEE AND BUDGET & FINANCE COMMITTEE PERIODICALLY REVIEW AND APPROVE THIS POLICY. EACH STAFF POSITION IS ANALYZED AND DEFINED IN A JOB DESCRIPTION DEVELOPED THROUGH A COOPERATIVE EFFORT OF THE DEPARTMENT VICE PRESIDENT OR DIRECTOR, THE CHIEF OPERATING OFFICER AND THE INCUMBENT (WHEN APPROPRIATE), AND APPROVED BY THE PRESIDENT/CEO. TO ACHIEVE INTERNAL AND EXTERNAL EQUITY A SALARY COMPARISON IS COMPLETED IN EVEN NUMBERED YEARS FOR EACH POSITION. THE OUTCOME OF THE SALARY COMPARISON IS THE ESTABLISHMENT OF A SALARY RANGE FOR EACH POSITION. THESE RANGES ARE DEVELOPED BY THE VP OF FINANCE & ADMINISTRATION AND APPROVED BY THE PRESIDENT/CEO BY UTILIZING UP TO THREE CURRENT SALARY STUDIES SUCH AS, PRM CONSULTING, INC. - MANAGEMENT COMPENSATION REPORT FOR NOT-FOR-PROFIT ORGANIZATIONS; INSIDE NGO - HEADQUARTERS SALARY, BENEFITS, AND HUMAN RESOURCE ADMINISTRATIVE POLICIES SURVEY COMPENSATION REPORT; AND TOTAL COMPENSATION SOLUTIONS - NOT-FOR-PROFIT COMPENSATION SURVEY. DEVELOPMENT OF THE SALARY COMPARISON RESULTS IN A SALARY RANGE INVOLVING A MINIMUM, MIDPOINT AND MAXIMUM AS DEFINED BELOW: - MINIMUM - THE LOWEST RATE PAID TO AN INDIVIDUAL WHO IS HIRED FOR OR PROMOTED TO A JOB/POSITION THAT HAS BEEN CLASSIFIED IN THE GRADE LEVEL. THE MINIMUM IS 15% BELOW THE MID-POINT. - MIDPOINT - COMPETITIVE RATE FOR THE PARTICULAR GRADE LEVEL WHICH REPRESENTS THE WORTH OF THE JOB/POSITION TO PAI - THAT IS, THE AMOUNT OF COMPENSATION CONSIDERED TO BE FAIR AND EQUITABLE FOR AN EMPLOYEE WHO IS FULLY QUALIFIED IN TERMS OF TRAINING AND EXPERIENCE. THE MID-POINT OF EACH SALARY RANGE IS THE WEIGHTED AVERAGE OF SURVEY COMPOSITES (STAFF SIZE, BUDGET SIZE, ORGANIZATION TYPE, SCOPE, ETC.) AT THE MEDIAN (50TH PERCENTILE) BASE SALARY OF EACH JOB/POSITION. - MAXIMUM - HIGHEST RATE WHICH MAY BE PAID TO AN INCUMBENT IN THE GRADE LEVEL. THE MAXIMUM IS 45% GREATER THAN THE MINIMUM. THE PAI BOARD OF DIRECTORS PLANS TO CONDUCT A 360 DEGREE PERFORMANCE APPRAISAL AND SALARY REVIEW OF THE PRESIDENT/CEO EVERY TWO YEARS. THE SALARY RANGE IS DETERMINED BY THE PROCESS DESCRIBED IN THE SALARY ADMINISTRATION POLICY AND GUIDELINES ABOVE. THE BOARD OF DIRECTORS REVIEWED THE SALARY OF THE CEO IN SPRING OF 2012 AND MANAGEMENT SALARIES IN THE FALL OF 2013.
FORM 990, PART VI, SECTION C, LINE 19 PAI MAKES ITS GOVERNING DOCUMENTS (E.G. MINUTES OF BOARD AND COMMITTEE MEETINGS, AUDITED FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST STATEMENT, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION POLICY) AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES ON REQUEST OR ALLOWING INSPECTION AT THE WASHINGTON DC OFFICE OF THE ORGANIZATION. THE FORM 990 IS ALSO POSTED ON GUIDESTAR.ORG AND IS AVAILABLE FOR INSPECTION ANYTIME. THE FORM 990 AND CURRENT AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON PAI'S WEB SITE FOR REVIEW ANYTIME.
FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 499,597. MANAGEMENT AND GENERAL EXPENSES 27,782. FUNDRAISING EXPENSES 767. TOTAL EXPENSES 528,146.
FORM 990, PART XII, LINE 2C THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS IS OVERSEEN BY PAI'S AUDIT COMMITTEE. THE AUDIT COMMITTEE REPORTS SELECTIONS TO THE BOARD OF DIRECTORS.
FORM 990 PART I LINE 6 THIS ESTIMATE REPRESENTS THE NUMBER OF INDIVIDUALS WHO WHERE PART OF PAI'S BOARD OF DIRECTORS VOLUNTEERS.
FORM 990, PART VI, LINE 8A AND 8B THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS ALL MEETINGS OF THE BOARD OF DIRECTORS, BUDGET AND FINANCE COMMITTEE, AUDIT COMMITTEE, INVESTMENT SUB-COMMITTEE AND EXECUTIVE COMMITTEE. NO OTHER COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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