2013-09-05T10:36:23-05:00 2012-12-31 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2012-01-01 136220175 MIDDLE EAST STUDIES ASSOCIATION OF NORTH AMERICA INC MIDD 5206215850 1219 N SANTA RITA AVE TUCSON AZ 85721 AMY W NEWHALL PHD 5206215850 2013-08-29 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2012 2016-02-24 21:20:13Z AMY W NEWHALL PHD 1219 N SANTA RITA AVE TUCSON AZ 85721 896037 0 X WWW.MESANA.ORG X 1967 AZ TO PROMOTE HIGH STANDARDS OF SCHOLARSHIP AND INSTRUCTION IN MIDDLE EAST STUDIES. 9 9 6 5 0 0 437482 336185 430186 323237 24846 23845 0 0 892514 683267 10535 11983 0 0 0 321315 0 0 21177 602530 281673 613065 614971 279449 68296 1286654 1325772 140138 69190 1146516 1256582 X 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. 0 0 539280 11984 323237 FROM ITS INCEPTION IN 1966 WITH 50 FOUNDING MEMBERS, MESA HAS INCREASED ITS MEMBERSHIP TO MORE THAN 2,700 AND NOW SERVES AS AN UMBRELLA ORGANIZATION FOR MORE THAN SIXTY INSTITUTIONAL MEMBERS AND THIRTY-NINE AFFILIATED ORGANIZATIONS. THE ASSOCIATION IS A CONSTITUENT SOCIETY OF THE AMERICAN COUNCIL OF LEARNED SOCIETIES, THE NATIONAL COUNCIL OF AREA STUDIES ASSOCIATIONS, AND A MEMBER OF THE NATIONAL HUMANITIES ALLIANCE. AS PART OF ITS GOAL TO ADVANCE LEARNING, FACILITATE COMMUNICATION AND PROMOTE COOPERATION, MESA SPONSORS AN ANNUAL MEETING THAT IS A LEADING INTERNATIONAL FORUM FOR SCHOLARSHIP, INTELLECTUAL EXCHANGE AND PEDAGOGICAL INNOVATION. APPROXIMATELY 1,600 PEOPLE ATTENDED THE 46TH ANNUAL MEETING IN DENVER, COLOARDO. MESA IS RESPONSIBLE FOR THE INTERNATIONAL JOURNAL OF MIDDLE EAST STUDIES, THE PREMIERE JOURNAL ON THE REGION, THE MESA REVIEW OF MIDDLE EAST STUDIES AND A BIANNUAL NEWSLETTER. AN AWARDS PROGRAM RECOGNIZES SCHOLARLY ACHIEVEMENT, SERVICE TO THE PROFESSION AND EXEMPLARY STUDENT MENTORING. 539280 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 14 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 AZ 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 CARL W 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 INHORN 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 84297 0 0 84297 0 0 0 0 0 0 0 292900 43285 336185 ANNUAL MEETING 900099 298627 298627 PUBLICATION ADS 511120 23300 23300 PUBLICATIONS 511120 1310 1310 323237 18618 18618 217997 212770 5227 5227 5227 683267 323237 0 23845 4005 4005 7978 7978 84297 59008 8430 16859 237018 220845 16173 15680 13642 1254 784 10973 10973 2924 2924 18650 16437 1361 852 17979 15643 1438 898 106544 94513 12031 2315 2014 185 116 3664 3188 293 183 PUBLICATIONS 73244 73244 FEES 24333 21169 1947 1217 DUES 5367 4670 429 268 614971 539280 54514 21177 64772 224426 595072 435458 13723 10348 28530 26943 31787 27319 2720 4468 581837 624129 1286654 1325772 97848 18676 41615 48155 675 2359 140138 69190 X 959195 1057953 161787 173095 25534 25534 1146516 1256582 1286654 1325772 68296 41770 0 X 0 1 X 1 0 X 300158 288536 294406 437482 336185 1656767 295787 316412 286083 430186 323237 1651705 595945 604948 580489 867668 659422 3308472 0 0 0 3308472 21127 20654 21048 22033 18618 103480 21127 20654 21048 22033 18618 103480 617072 625602 601537 889701 678040 3411952 0.96970 0.96260 0.03030 0.03740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25534 1090 26624 25319 215 25534 25235 35 49 25319 84384 255 96 59500 25235 85542 365 -1523 84384 0.96000 0.04000 0 0 31787 27319 4468 4468 DUE TO AGPS 2285 DUE TO AIYS 74 2359 X 738604 41770 24540 -10973 55337 683267 0 683267 628538 24540 24540 603998 10973 10973 614971 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF FOUR INDIVIDUAL DONOR-RESTRICTED FUNDS. 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. 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. 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. 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FINANCIAL STATEMENTS FIN 48 (ASC 740) FOOTNOTE: 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 2009 FOR FEDERAL AND 2008 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 XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -10,973. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 10,973. 1 DISSERTATION AWARD 2 2063 ALBERT HOURANI BOOK AWARD 1 1021 JERE L. BACHARACH SERVICE AWARD 1 1301 THE MENTORING AWARD 1 301 GRADUATE STUDENT PAPER PRIZE 1 271 HOUSHANG POURSHARIATI BOOK AWARD 1 2021 RECOGNITION AWARDS & GIFTS 1 1000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MIDDLE EAST STUDIES ASSOCIATION AWARDS AN ANNUAL FIXED SUM OF $12,000, BASED ON A JULY 1 FISCAL YEAR, TO THE EDITOR OF THE REVIEW OF MIDDLE EAST STUDIES FOR EXPENSES INCURRED BY THE EDITORIAL OFFICE. DURING THE FIRST HALF OF 2012 THE EDITORIAL OFFICE WAS BASED AT THE UNIVERSITY OF NORTH CAROLINA, CHARLOTTE AND THE MONEY WAS ROUTED THROUGH THAT INSTITUTION. THE FUND TRANSFERS ARE RECORDED AT BOTH ENDS. AS OF JULY 1 2012, THE EDITORIAL OFFICE MOVED TO VIRGINIA TECH UNIVERSITY AND WITH A NEW EDITOR AND A NEW ARRANGEMENT. MESA NOW DIRECTLY FUNDS UP TO $12,000 IN SUPPORT OF THE EDITORIAL OFFICE AND THE EXPENSES ARE RECORDED AT MESA'S END. FOR THE CALENDAR YEAR OF 2012 ONLY $4,005 OF THE SUPPORT WAS EXPENDED AS THE OUTGOING EDITOR DID NOT NEED ANY SUPPORT AT ALL AND THE INCOMING EDITOR EXPENDED ONLY THAT PARTIAL SUM. THE SUM OF $12,000 IS GENERATED FROM THE GENERAL OPERATIONS FUND. AWARDS TO INDIVIDUALS ARE GRANTED BASED ON OUTSTANDING CONTRIBUTIONS TO MIDDLE EASTERN STUDIES AS DESCRIBED IN THE ENDOWMENTS SECTION (SCHEDULE D, PART V) OF THIS RETURN. NO STIPULATIONS AS TO USE ARE PLACED ON THE FUNDS. FORM 990, PART V, LINE 2B: THE ORGANIZATION REIMBURSES THE UNIVERSITY OF ARIZONA FOR ITS PERSONNEL; THE ORGANIZATION DOES NOT DIRECTLY PAY ANY STAFF. INFORMATION REGARDING EMPLOYEES HAS BEEN REPORTED IN ACCORDANCE WITH FORM 990 INSTRUCTIONS, BUT NOTE ALL EMPLOYMENT TAX FORMS ARE PREPARED BY THE UNIVERSITY OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO MAKE THE FOLLOWING CHANGES: * A QUORUM AT ALL MEETINGS OF THE BOARD WAS CHANGED FROM ONE HALF TO A MAJORITY OF THE DIRECTORS. * NUMBER OF VOTING PERSONS ON THE BOARD OF DIRECTORS WAS CHANGED FROM 9 TO 8. (NOTE DUE TO TERMS, 2013 WILL BE THE LAST YEAR WITH A NINE-MEMBER BOARD.) * THE PRESIDENT'S TERM WAS CHANGED TO TWO YEARS. * THE PRESIDENT-ELECT AND THE PAST-PRESIDENT SHALL NOT HOLD OFFICE AT THE SAME TIME. 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 AND THE PRESIDENT ELECT ARE ELECTED 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. THE RESULT OF THE VOTE BY MEMBERS IN GOOD STANDING WITH VOTING RIGHTS SHALL BE DECIDED BY A MAJORITY OF THOSE VOTING, OR TWO-THIRDS OF THOSE VOTING FOR AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.