2011-11-11T17:47:12-06:00 2010-12-31 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2010-01-01 136220175 MIDDLE EAST STUDIES ASSOCIATION OF NORTH AMERICA INC MIDD 5206215850 1219 N SANTA RITA AVE TUCSON AZ 85721 AMY NEWHALL PHD 5206215850 2011-11-03 1 KAREN K MCCLOSKEY CPA 5203214600 2010 2016-03-07 17:11:31Z AMY W NEWHALL PHD 1219 N SANTA RITA AVE TUCSON AZ 85721 727169 0 X WWW.MESANA.ORG X 1967 AZ TO PROMOTE HIGH STANDARDS OF SCHOLARSHIP AND INSTRUCTION IN MIDDLE EAST STUDIES. 9 9 0 5 0 0 37285 294406 567663 286083 -186358 23944 0 0 418590 604433 12000 18887 0 0 0 0 0 0 18805 527255 495484 539255 514371 -120665 90062 821343 984720 43400 93718 777943 891002 X SEE LINE 4A BELOW 1 0 456005 18887 286083 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. 456005 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 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 BESHARA DOUMANI 5.00 X 0 0 0 KHALED FAHMY 5.00 X 0 0 0 SHAHLA HAERI 5.00 X 0 0 0 MARCIA INHORN 5.00 X 0 0 0 EVE TROUTT POWELL 5.00 X 0 0 0 ROGER ALLEN 12.00 X X 0 0 0 VIRGINIA AKSAN 5.00 X X 0 0 0 SUAD JOSEPH 5.00 X X 0 0 0 AMY W NEWHALL 40.00 X 78259 0 0 78259 0 0 0 0 0 1 THE UNIVERSITY OF ARIZONA UNIVERSITY SVCS BLDG RM 104 TUCSON AZ 85721 MANAGEMENT 247008 1 230968 63438 294406 ANNUAL MEETING REVENUE 900099 244720 244720 PUBLICATION ADS 511120 36687 36687 PUBLICATIONS 511120 4676 4676 286083 21048 21048 125632 122736 2896 2896 2896 604433 286083 0 23944 12000 12000 5792 5792 1095 1095 247007 211543 19812 15652 14511 12675 1084 752 13669 12292 813 564 8500 7425 635 440 98225 83022 15203 2719 2375 203 141 3374 2947 252 175 PUBLICATIONS 86599 86599 FEES 18053 15770 1348 935 DUES 2827 2470 211 146 514371 456005 39561 18805 288480 457030 157812 142684 32875 14565 1599 1537 31179 25279 6099 5900 334478 363004 821343 984720 12520 48528 30880 45190 43400 93718 X 646596 741618 106112 124065 25235 25319 777943 891002 821343 984720 X 90062 22997 X 0 1 1 X 0 X 310078 335401 300158 288536 294406 1528579 291444 291666 295787 316412 286083 1481392 601522 627067 595945 604948 580489 3009971 0 0 0 3009971 29280 42439 21127 20654 21048 134548 29280 42439 21127 20654 21048 134548 630802 669506 617072 625602 601537 3144519 0.95720 0.96150 0.04280 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25235 35 49 25319 84384 255 96 59500 25235 85542 365 -1523 84384 1.00000 0 0 31179 25279 5900 5900 604433 514371 90062 22997 22997 113059 707157 22997 79727 102724 604433 0 604433 594098 79727 79727 514371 0 514371 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AT 12-31-2010 THE MIDDLE EAST STUDIES ASSOCIATION HAD NINE 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 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 12-31-2010 MESA HELD $2,500 IN PERMANENTLY RESTRICTED NET ASSETS AND $13,761 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 12-31-2010 MESA HELD $3,000 IN PERMANENTLY RESTRICTED NET ASSETS AND $650 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 12-31-2010 MESA HELD $15,000 IN PERMANENTLY RESTRICTED NET ASSETS AND $7,993 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 12-31-2010 MESA HELD $4,819 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. MESA RECEIVES VERY FEW CONTRIBUTIONS FOR THIS AWARD AND IT IS EXTREMELY UNLIKELY THAT THE FUND WILL EVER BE FULLY ENDOWED AND THEREFORE MESA WILL NEVER BE ABLE TO USE THIS MONEY. 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. AT 12-31-2010 MESA HELD $11,000 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS AWARD FUND. 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. AT 12-31-2010 MESA HELD $148 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS PRIZE. 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. AT 12-31-2010 MESA HELD $88,224 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS FUND. 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. AT 12-31-2010 MESA HELD $1,622 IN TEMPORARILY RESTRICTED NET ASSETS FOR THIS GRANT. THE PURPOSE OF THESE TEMPORARILY RESTRICTED NET ASSETS, AS WELL AS ANY INVESTMENT EARNINGS, IS TO FUND DISBURSEMENTS FOR THE ARAMEX VISITING SCHOLAR EXPENSES. 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). ACCOUNTING STANDARDS REQUIRE 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 2007 FOR FEDERAL AND 2006 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. 1 UNIVERSITY OF NORTH CAROLINA-CHARLOTTE 215 BARNARD 9201 UNIVERSITY CITY CHARLOTTE NC 28223 560791228 NORTH CAROLINA 12000 WAGE SUPPORT - EDITOR 1 DISSERTATION AWARD 1 1095 ALBERT HOURANI BOOK AWARD 1 1017 JERE L. BACHARACH SERVICE AWARD 1 1145 GRADUATE STUDENT PAPER PRIZE 2 285 HOUSHANG POURSHARIATI BOOK AWARD 1 2250 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. EDITORS ARE 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. 0 0 0 0 0 0 0 0 0 AMY W NEWHALL 78259 0 0 0 0 0 0 0 0 0 78259 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. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE ORGANIZATION LAUNCHED PERMES, AN ON-LINE DIRECTORY OF PROGRAMS AND RESOURCES IN MIDDLE EAST STUDIES. FORM 990, PART VI, SECTION A, LINE 6 THE MIDDLE EAST STUDIES ASSOCIATION OF NORTH AMERICA IS A MEMBERSHIP ORGANIZATION AS SUCH TERM IS DEFINED FOR FORM 990 PURPOSES AS ITS MEMBERSHIP HAS THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. 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 GAINS ON INVESTMENTS: 22,997.