2012-11-12T10:25:34-06:00 2011-12-31 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2011-01-01 136220175 MIDDLE EAST STUDIES ASSOCIATION OF NORTH AMERICA INC MIDD 5206215850 1219 N SANTA RITA AVE TUCSON AZ 85721 AMY W NEWHALL PHD 5206215850 2012-11-08 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2011 2016-02-24 21:20:13Z AMY W NEWHALL PHD 1219 N SANTA RITA AVE TUCSON AZ 85721 964136 0 X WWW.MESANA.ORG X 1967 AZ TO PROMOTE HIGH STANDARDS OF SCHOLARSHIP AND INSTRUCTION IN MIDDLE EAST STUDIES. 9 9 0 4 0 0 294406 437482 286083 430186 23944 24846 0 0 604433 892514 18887 10535 0 0 0 0 0 0 20102 495484 602530 514371 613065 90062 279449 984720 1286654 93718 140138 891002 1146516 SEE LINE 4A BELOW 0 0 542567 10535 430186 THE MIDDLE EAST STUDIES ASSOCIATION (MESA) IS A NON-POLITICAL ASSOCIATION THAT FOSTERS THE STUDY OF THE MIDDLE EAST, PROMOTES HIGH STANDARDS OF SCHOLARSHIP AND TEACHING, AND ENCOURAGES PUBLIC UNDERSTANDING OF THE REGION AND ITS PEOPLES THROUGH PROGRAMS, PUBLICATIONS AND SERVICES THAT ENHANCE EDUCATION, FURTHER INTELLECTUAL EXCHANGE, RECOGNIZE PROFESSIONAL DISTINCTION, AND DEFEND ACADEMIC FREEDOM. 542567 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 AZ X X AMY W NEWHALL PHD EXEC DIRECTOR 5206215850 1219 N SANTA RITA AVE TUCSON AZ 85721 MAHMOUD AL-BATAL 5.00 X 0 0 0 CAROL ERNST 5.00 X 0 0 0 JAMES L GELVIN 5.00 X 0 0 0 JANE HATHAWAY 5.00 X 0 0 0 MARIA LNHORN 5.00 X 0 0 0 CHRIS TOENSING 5.00 X 0 0 0 FRED DONNER 12.00 X X 0 0 0 SUAD JOSEPH 5.00 X X 0 0 0 PETER SLUGLETT 5.00 X X 0 0 0 AMY W NEWHALL 40.00 X 78319 0 0 78319 0 0 0 0 0 1 THE UNIVERSITY OF ARIZONA UNIVERSITY SVCS BLDG RM 104 TUCSON AZ 85721 MANAGEMENT 279426 1 316299 121183 3478 437482 ANNUAL MEETING REVENUE 900099 397776 397776 PUBLICATION ADS 511120 28829 28829 PUBLICATIONS 511120 3581 3581 430186 22033 22033 74435 71622 2813 2813 2813 892514 430186 0 24846 10535 10535 279426 241194 22568 15664 899 899 18920 16460 1514 946 7724 7724 27398 24183 1372 1843 18746 17167 1579 129754 117649 12105 2450 2132 196 122 3314 2883 265 166 PUBLICATIONS 86715 86715 FEES 23918 20808 1913 1197 DUES 3266 2841 261 164 613065 542567 50396 20102 457030 64772 142684 595072 14565 13723 1537 28530 27724 25004 5900 2720 363004 581837 984720 1286654 48528 97848 45190 41615 0 675 93718 140138 X 741618 959195 124065 161787 25319 25534 891002 1146516 984720 1286654 X 279449 -23935 X 0 1 1 X 0 X 335401 300158 288536 294406 437482 1655983 291666 295787 316412 286083 430186 1620134 627067 595945 604948 580489 867668 3276117 0 0 0 3276117 42439 21127 20654 21048 22033 127301 42439 21127 20654 21048 22033 127301 669506 617072 625602 601537 889701 3403418 0.96260 0.95720 0.03740 0.04280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25319 215 25534 25235 35 49 25319 84384 255 96 59500 25235 85542 365 -1523 84384 1.00000 0 0 27724 25004 2720 2720 DUE TO AGPS 675 675 892514 613065 279449 -23935 -23935 255514 928515 -23935 67660 -7724 36001 892514 0 892514 673001 67660 67660 605341 7724 7724 613065 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AT 12-31-2011 THE MIDDLE EAST STUDIES ASSOCIATION HAD ELEVEN CATEGORIES OF RESTRICTED NET ASSETS BALANCES: BACHARACH SERVICE AWARD KERR DISSERTATION AWARD HOURANI BOOK AWARD MENTORING AWARD OWEN ECONOMIC BOOK AWARD FILMOGRAPHY PROJECT STUDENT PAPER PRIZE ACADEMIC FREEDOM FUND ARAMEX VISITING SCHOLAR GRANT PROGRAMS, EXPERTS AND RESOURCES IN MIDDLE EAST STUDIES (PERMES) THE STUDENT TRAVEL FUND THE BACHARACH SERVICE AWARD IS NAMED FOR PROFESSOR JERE L. BACHARACH. THIS AWARD RECOGNIZES THE CONTRIBUTIONS OF INDIVIDUALS THROUGH THEIR OUTSTANDING SERVICE TO MESA OR THE ACADEMIC PROFESSION. SERVICE IS DEFINED BROADLY TO INCLUDE WORK IN DIVERSE AREAS INCLUDING, BUT NOT LIMITED TO, OUTREACH, LIBRARIANSHIP, AND FILM. EACH YEAR THE MESA BOARD OF DIRECTORS SELECTS THE WINNER WHO RECEIVES A CASH AWARD OF $1,000. AT 12-31-2011 MESA HELD $2,500 IN PERMANENTLY RESTRICTED NET ASSETS AND $10,873 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS AWARD FUND. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS ON THE PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS, IS TO FUND DISBURSEMENTS FOR THE SERVICE AWARD AND ITS RELATED EXPENSES. THE KERR DISSERTATION AWARD HONORS THE SIGNIFICANT CONTRIBUTION OF MALCOLM H. KERR TO MIDDLE EAST STUDIES. TWO AWARDS WERE ESTABLISHED IN 1982 TO RECOGNIZE EXCEPTIONAL ACHIEVEMENT IN RESEARCH AND WRITING FOR/OF DISSERTATIONS IN MIDDLE EAST STUDIES. A $1,000 CASH AWARD IS GIVEN YEARLY TO THE WINNER IN EACH CATEGORY OF SOCIAL SCIENCES AND HUMANITIES. AT 12-31-2011 MESA HELD $3,000 IN PERMANENTLY RESTRICTED NET ASSETS AND $0 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS AWARD FUND. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS ON THE PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS, IS TO FUND DISBURSEMENTS FOR THE DISSERTATION AWARDS AND THE RELATED EXPENSES. THE HOURANI BOOK AWARD HONORS ALBERT HOURANI FOR HIS LONG AND DISTINGUISHED CAREER AS TEACHER AND MENTOR. THE AWARD WAS ESTABLISHED IN 1991 TO RECOGNIZE OUTSTANDING PUBLISHING IN MIDDLE EAST STUDIES. EACH YEAR THE WINNER OF THIS AWARD RECEIVES $1,000. AT 12-31-2011 MESA HELD $15,000 IN PERMANENTLY RESTRICTED NET ASSETS AND $5,498 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS AWARD FUND. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS ON THE PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS, IS TO FUND DISBURSEMENTS FOR THE HOURANI BOOK AWARD AND ITS RELATED EXPENSES. THE MENTORING AWARD WAS ESTABLISHED IN 1995 TO RECOGNIZE EXCEPTIONAL CONTRIBUTIONS THAT RETIRED FACULTY HAVE MADE TO THE EDUCATION AND TRAINING OF OTHERS. EACH YEAR THE MESA BOARD OF DIRECTORS SELECTS THE WINNER WHO RECEIVES AN AWARD CERTIFICATE. A CASH AWARD WILL BE GIVEN IN FUTURE YEARS IF THE FUND REACHES ITS FULL ENDOWMENT OF $15,000. AT 12-31-2011 MESA HELD $4,644 IN PERMANENTLY RESTRICTED NET ASSETS FOR THIS AWARD FUND. THERE ARE NO TEMPORARILY RESTRICTED NET ASSETS. ALL CONTRIBUTIONS MESA RECEIVES FOR THE MENTORING AWARD FUND AS WELL AS ANY INVESTMENT EARNINGS ARE PERMANENTLY RESTRICTED UNTIL THE FUND REACHES $15,000. THE OWEN ECONOMIC BOOK AWARD IS GIVEN EVERY TWO YEARS TO THE AUTHOR OF A NON-FICTION SCHOLARLY MONOGRAPH BASED ON ORIGINAL RESEARCH ON SUBJECT MATTER THAT DEALS WITH ECONOMICS, ECONOMIC HISTORY, OR THE POLITICAL ECONOMY OF THE MIDDLE EAST AND NORTH AFRICA WITHIN A DESIGNATED TIME FRAME. THE WORK MUST SEEK TO ADVANCE KNOWLEDGE AND SCHOLARSHIP ON THESE AREAS. THE WINNER, CHOSEN BY A THREE-PERSON COMMITTEE SELECTED BY THE MESA BOARD OF DIRECTORS, RECEIVES A CASH AWARD OF $2,000. ALL FUNDS ARE TEMPORARILY RESTRICTED. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS, IS TO FUND DISBURSEMENTS FOR THE OWEN ECONOMIC BOOK AWARD AND ITS RELATED EXPENSES. THE FILMOGRAPHY PROJECT IS THE DEVELOPMENT OF AN ON-LINE CATALOGUE OF FILMS ABOUT THE ISLAMIC WORLD FROM 1981 TO THE PRESENT. CONTRIBUTIONS FOR THIS PROJECT ARE DISBURSED FOR RESEARCHING THE FILMS, WRITING DESCRIPTIONS, LOCATING FILM DISTRIBUTORS, DEVELOPING KEY SEARCH WORDS, DEVELOPING A DATA BASE, AND COMPILING A LIST OF OVER 1300 FILMS. THE PROJECT ENDED IN 2011 AND ALL THE REMAINING $667 OF TEMPORARILY RESTRICTED NET ASSETS AS OF 12-31-2010 WAS DISBURSED IN 2011 FOR THE REMAINING FILMOGRAPHY PROJECT COSTS. THE STUDENT PAPER PRIZE IS AWARDED EACH YEAR FOR THE OUTSTANDING GRADUATE STUDENT RESEARCH PAPER ON A MIDDLE EAST TOPIC. THE PAPERS ARE EVALUATED ACCORDING TO ORIGINALITY OF RESEARCH AND CONCEPTUALIZATION (OR INTERPRETATION), COGENCY OF ARGUMENT, AND CLARITY OF WRITING. PAPERS ARE NOMINATED BY UNIVERSITY AND COLLEGE FACULTY. THE AUTHOR OF THE WINNING PAPER IS GIVEN A $250 CASH AWARD AND A HAND-CALLIGRAPHED CERTIFICATE. FUNDING FOR THE STUDENT PAPER PRIZE COMES FROM ARAMEX INTERNATIONAL, A GLOBAL LOGISTICS SOLUTIONS PROVIDER. ALL FUNDS ARE TEMPORARILY RESTRICTED. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS, IS TO FUND DISBURSEMENTS FOR THE PRIZE EXPENSES. THE ACADEMIC FREEDOM FUND WAS ESTABLISHED TO UNDERWRITE ACTIVITIES THAT ALERT BOTH MESA MEMBERS AND THE GENERAL PUBLIC TO THREATS TO ACADEMIC INQUIRY AND ACADEMIC INDEPENDENCE REGARDING TEACHING AND RESEARCH ON THE MIDDLE EAST AND NORTH AFRICA. THE ACADEMIC FREEDOM FUND SUPPORTS INFORMATIONAL SEMINARS FOR LAWMAKERS, JOURNALISTS, COMMUNITY MEMBERS AND UNIVERSITY OFFICIALS AS WELL AS PUBLIC RELATIONS EFFORTS, INFORMATIONAL MATERIALS AND ADVERTISEMENTS TO BRING BACK FACT AND RATIONAL ANALYSIS TO DISCUSSIONS ABOUT MIDDLE EAST STUDIES. ALL FUNDS ARE TEMPORARILY RESTRICTED. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AND ANY INVESTMENT EARNINGS, IS TO FUND THE EXPENSES FOR THE ACADEMIC FREEDOM ACTIVITIES LISTED ABOVE. THE ARAMEX VISITING SCHOLAR GRANT IS GIVEN BY ARAMEX INTERNATIONAL, A LEADING PROVIDER OF LOGISTICS AND TRANSPORTATION SOLUTIONS, TO PROVIDE FUNDS FOR ARAB MIDDLE EAST SCHOLARS TO ATTEND THE MESA ANNUAL MEETING AND PRESENT THEIR PAPERS. THE WINNER OF THIS GRANT IS SELECTED BY A SUB-COMMITTEE OF THE MESA BOARD OF DIRECTORS. THE GRANT REIMBURSES THE RECIPIENT FOR TRAVEL, LODGING, PER DIEM EXPENSES, AND VISA COSTS ASSOCIATED WITH ATTENDING THE ANNUAL MEETING. ALL FUNDS ARE TEMPORARILY RESTRICTED. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS, IS TO FUND DISBURSEMENTS FOR THE ARAMEX VISITING SCHOLAR EXPENSES. THE STUDENT TRAVEL FUND WAS ESTABLISHED BY MESA TO SUPPORT TRAVEL EXPENSES FOR MESA STUDENTS MEMBERS WHO ARE PRESENTING PAPERS ON THE ASSOCIATION'S ANNUAL MEETING PROGRAM. THE NUMBER OF $250 TRAVEL GRANTS GIVEN EACH YEAR IS FULLY DEPENDENT ON THE AMOUNT OF MONEY IN THE FUND. THE FUND IS FINANCED BY MEMBER CONTRIBUTIONS. IN ADDITION TO HAVING TO HAVE A PAPER ON THE ANNUAL MEETING PROGRAM, TO BE ELIGIBLE, STUDENTS MUST TRAVEL A MINIMUM OF 250 MILES TO ATTEND THE ANNUAL MEETING AND MUST NOT RECEIVE FUNDING FROM ANY OTHER SOURCES. STUDENTS WHO MEET THE ELIGIBILITY CRITERIA ARE ENTERED INTO A LOTTERY FOR A CHANCE TO RECEIVE A TRAVEL GRANT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: INCOME TAXES: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE ORGANIZATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS MADE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE ORGANIZATION IS ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE ORGANIZATION IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. WITH LIMITED EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2008 FOR FEDERAL AND 2007 FOR STATE. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -7,724. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 7,724. 1 DISSERTATION AWARD 2 2035 ALBERT HOURANI BOOK AWARD 1 1035 JERE L. BACHARACH SERVICE AWARD 2 1668 THE MENTORING AWARD 1 668 GRADUATE STUDENT PAPER PRIZE 1 268 HOUSHANG POURSHARIATI BOOK AWARD 1 2250 THE OWEN ECONOMIC BOOK AWARD 1 2218 RECOGNITION AWARDS & GIFTS 1 393 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MIDDLE EAST STUDIES ASSOCIATION, INC. AWARDS AN ANNUAL FIXED-SUM GRANT ($12,000) TO THE EDITOR OF THE REVIEW OF MIDDLE EAST STUDIES (A PUBLICATION) DURING HIS FIVE-YEAR TENURE AS EDITOR. HOWEVER, NO GRANT WAS AWARDED IN CALENDAR YEAR 2011 AS THE EDITOR DID NOT NEED IT. IN YEARS PAST, EDITORS HAVE BEEN SELECTED IN A COMPETITIVE APPLICATION PROCESS BY THE BOARD OF DIRECTORS OF THE MIDDLE EAST STUDIES ASSOCIATION, INC. WHICH TAKES INTO CONSIDERATION BOTH EDITORIAL COMPETENCE OF THE CANDIDATE AND THE COMMITMENT OF HIS INSTITUTION TO HOSTING THE EDITORIAL OFFICE. THE MONEY IS ROUTED THROUGH HIS INSTITUTION, THE UNIVERSITY OF NORTH CAROLINA, CHARLOTTE. THE FUND TRANSFERS ARE RECORDED AT BOTH ENDS. THE PUBLICATION APPEARS TWICE A YEAR AND FULFILLS HIS CONTRACT WITH THE MIDDLE EAST STUDIES ASSOCIATION, INC. AWARDS TO INDIVIDUALS ARE GRANTED BASED ON OUTSTANDING CONTRIBUTIONS TO MIDDLE EASTERN STUDIES AS DESCRIBED IN THE ENDOWMENTS SECTION OF THIS RETURN. NO STIPULATIONS AS TO USE ARE PLACED ON THE FUNDS. 0 0 0 0 0 0 0 0 0 AMY W NEWHALL 78319 0 0 0 0 0 0 0 0 0 78319 0 0 0 SUPPLEMENTAL INFORMATION PART III AMY W. NEWHALL, PH.D., EXECUTIVE DIRECTOR, IS COMPENSATED AS AN EMPLOYEE OF THE UNIVERSITY OF ARIZONA FOR SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE MIDDLE EAST STUDIES ASSOCIATION OF NORTH AMERICA IS A MEMBERSHIP ORGANIZATION. ONLY FULL MEMBERS IN GOOD STANDING ARE ELIGIBLE TO VOTE BY BALLOT. FULL MEMBERS INCLUDE HONORARY FELLOWS, FELLOWS, AND STUDENT MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SIX MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY A PLURALITY OF VOTES CAST BY THE ASSOCIATION'S MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B ANY TIME THE BOARD ISSUES A REFERENDUM, IT IS SUBJECT TO THE APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -23,935.