2013-02-14T10:15:36-06:00 2012-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2011-07-01 522279789 MIGRATION POLICY INSTITUTE MIGR 2022661940 1400 16TH STREET NW NO 300 WASHINGTON DC 200362217 DEMETRIOS PAPADEMETRIOU 2022661940 2013-02-14 1 3019519090 2011 2016-03-07 17:11:31Z DEMETRIOS PAPADEMETRIOU 1400 16TH STREET NW NO 300 WASHINGTON DC 200362217 4168858 0 X WWW.MIGRATIONPOLICY.ORG X 2000 DC SEE PART III, LINE 1. 10 8 60 8 0 0 8194237 3865127 17026 92135 3364 44306 -74609 47884 8140018 4049452 200000 66221 0 0 3007017 3066575 0 0 193863 1818823 1873934 5025840 5006730 3114178 -957278 11317078 10384689 747885 761211 10569193 9623478 X THE MIGRATION POLICY INSTITUTE (MPI) IS AN INDEPENDENT, NON-PARTISAN, NONPROFIT THINK-TANK DEDICATED TO THE STUDY OF THE MOVEMENT OF PEOPLE WORLDWIDE. MPI PROVIDES ANALYSIS, DEVELOPMENT AND EVALUATION OF MIGRATION AND REFUGEE POLICIES AT THE LOCAL, NATIONAL, AND INTERNATIONAL LEVELS. MPI AIMS TO MEET THE RISING CHALLENGES AND OPPORTUNITIES THAT LARGE-SCALE MIGRATION, WHETHER VOLUNTARY OR FORCED, PRESENTS TO COMMUNITIES AND INSTITUTIONS IN AN INCREASINGLY INTEGRATED WORLD. 0 0 4394796 66221 92135 THE MIGRATION POLICY INSTITUTE PROVIDES PRAGMATIC RESPONSES TO THE CHALLENGES AND OPPORTUNITIES THAT LARGE-SCALE MIGRATION PRESENTS TO GOVERNMENTS, COMMUNITIES AND INSTITUTIONS WORLDWIDE. THE INSTITUTE'S PROGRAM OF RESEARCH AND POLICY DEVELOPMENT IS BUILT ON SOLID DATA, IMPARTIAL ANALYSIS, UNDERSTANDING OF POLITICAL PROCESSES AND THE ENGAGEMENT OF MULTIPLE STAKEHOLDERS-FROM POLICYMAKERS AND BUSINESS INTERESTS TO COMMUNITY LEADERS AND MIGRANT ORGANIZATIONS. MPI GENERATES, VETS, AND DISSEMINATES THOUGHTFUL PROPOSALS FOR ACTION RELATED TO U.S. IMMIGRATION POLICY, IMMIGRANT INTEGRATION POLICY, MIGRANTS, MIGRATION AND DEVELOPMENT, REFUGEE PROTECTION, AND MOBILITY AND SECURITY. THE INSTITUTE'S WORK IN NORTH AMERICA, EUROPE AND MANY DEVELOPING COUNTRIES ALLOWS NATIONAL POLICYMAKERS TO BENEFIT FROM INTERNATIONAL COMPARATIVE RESEARCH, AS MORE AND MORE COUNTRIES ACCUMULATE DATA AND EXPERIENCE THAT SHED LIGHT ON GLOBAL MIGRATION FORCES. 4394796 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CO IL MD MS MN NM NY OR TN VA WV X GALE WRIGHT 2022661905 1400 16TH STREET NW 300 WASHINGTON DC 200362217 NICHOLAS DIMARZIO 1.00 X X 0 0 0 ANTONIO MACIEL 1.00 X X 0 0 0 WARREN LEIDEN 1.00 X X 0 0 0 DEMETRIOS PAPADEMETRIOU 40.00 X X 261973 0 43519 KATHLEEN NEWLAND 40.00 X X 145927 0 27048 JOSEPH CHAMIE 1.00 X 0 0 0 ANDRES ROZENTAL 1.00 X 0 0 0 RITA SUSSMUTH 1.00 X 0 0 0 ANTONIO VITORINO 1.00 X 0 0 0 LIDIA SOTO-HARMON 1.00 X 0 0 0 GALE WRIGHT 40.00 X 103071 0 13683 MICHAEL FIX 40.00 X 181581 0 33095 DONALD KERWIN 40.00 X 121116 0 12886 RANDOLPH CAPPS 40.00 X 128650 0 19785 MARGARET MCHUGH 40.00 X 151951 0 22538 MICHELLE MITTELSTADT 40.00 X 120905 0 22389 DORIS MEISSNER 40.00 X 151951 0 15735 1367125 0 210678 9 0 1 0 GREGORY MANIATIS 139 WEST 82ND ST APT 7F NEW YORK NY 10024 CONSULTANT ON MIGRATION 108000 1 108318 611026 3145783 3865127 CONTRACTS 900099 84000 84000 PUBLICATIONS 900099 8135 8135 92135 45243 45243 74063 75000 -937 -937 -937 27610 108318 44406 -16796 -16796 GAIN ON CURRENCY EXCH. 900099 50226 50226 MISCELLANEOUS 900099 14454 14454 64680 4049452 92135 0 92190 66221 66221 843560 676796 114085 52679 1734170 1568851 89975 75344 127522 117106 5091 5325 197479 175071 13239 9169 163844 143539 12232 8073 55167 34557 20610 73211 73211 502358 500153 1802 403 181126 155993 19715 5418 103503 103503 376409 333015 25394 18000 299651 294429 2311 2911 52245 43398 8847 7056 3576 1547 1933 92664 83197 5606 3861 14851 7527 3255 4069 INTERNS & TEMP. HELP 63421 49009 14412 OTHER PERSONNEL EXP. 27656 25180 1874 602 TAXES, LICENSES & FEES 22179 11241 4862 6076 MISCELLANEOUS 2437 2434 3 5006730 4394796 418071 193863 1299116 1190684 2569546 2298199 5546886 4319073 27424 79879 42519 23955 1212109 796314 501132 415795 1301386 2028035 29069 29069 11317078 10384689 388843 385191 359042 376020 747885 761211 X -220836 3587746 10790029 6035732 10569193 9623478 11317078 10384689 X -957278 11563 X 0 1 1 X 0 X 4008033 9635761 3529718 8194237 3865127 29232876 4008033 9635761 3529718 8194237 3865127 29232876 15619873 13613003 17747 27906 2384 3364 45243 96644 7706 2498 -5397 -74609 64680 -5122 29324398 147362 0.46420 0.46360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5006730 5006730 400337 100084 0 0 366261 383031 401292 400337 1550921 2326382 91565 95758 100323 100084 387730 581595 592030 394630 197400 241085 148111 92974 378994 253573 125421 415795 CAPITAL LEASE OBLIGATION 63361 DEFERRED RENT 312659 376020 4049452 5006730 -957278 11563 11563 -945715 4075442 11563 13287 1140 25990 4049452 0 4049452 4994158 13287 -25859 -12572 5006730 0 5006730 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM BELGIAN SUBSIDIARY INCLUDED IN CONSOLIDATED 88,405. FINANCIAL STATEMENTS AND EXCLUDED FOR MPI FORM 990 REPORTING. ELIMINATIONS FROM CONSOLIDATED FINANCIAL STATEMENTS -87,265. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM BELGIAN SUBSIDIARY INCLUDED IN CONSOLIDATED 61,406. FINANCIAL STATEMENTS AND EXCLUDED FOR MPI FORM 990 REPORTING. ELIMINATIONS FROM CONSOLIDATED FINANCIAL STATEMENTS -87,265. 1 EUROPE 1 3 PROGRAM SERVICES SEMINARS, CONVENINGS, CONSULTATIONS 313694 NORTH AMERICA 0 0 PROGRAM SERVICES SEMINARS, CONVENINGS, CONSULTATIONS 12272 SOUTH ASIA 0 0 PROGRAM SERVICES CONSULTATIONS 1477 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONSULTATIONS 2289 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONSULTATIONS 6412 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES CONSULTATIONS 199 EUROPE 0 0 GRANTS TO RECIPIENT LOCATED IN REGION 66221 1 3 0 0 1 3 402564 0 402564 EUROPE INITIAL SET-UP OF FOUNDATION 66221 WIRE TRANSFER 1 0 0 0 1 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: MPI AWARDED MPI-EUROPE FUNDS FOR THE INITIAL SETUP OF THE BELGIAN FOUNDATION. MPI-EUROPE IS A CONTROLLED ENTITY OF MPI. THEREFORE, MPI HAD DIRECT OVERSIGHT OF THE USE OF GRANT FUNDS. 10TH ANNIV. EVENT 135928 108318 27610 25329 19077 135928 108318 27610 25329 19077 44406 -16796 X X X 0 0 0 0 0 0 0 0 0 DEMETRIOS PAPADEMETRIOU 261973 0 0 0 0 0 26460 0 17059 0 305492 0 0 0 KATHLEEN NEWLAND 145927 0 0 0 0 0 14935 0 12113 0 172975 0 0 0 MICHAEL FIX 181581 0 0 0 0 0 18909 0 14186 0 214676 0 0 0 MARGARET MCHUGH 151951 0 0 0 0 0 14525 0 8013 0 174489 0 0 0 DORIS MEISSNER 148951 0 3000 0 0 0 14500 0 1235 0 167686 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT, THE SENIOR VICE PRESIDENT, AND THE DIRECTOR OF FINANCE. AFTER THE FORM WAS APPROVED BY THESE PERSONS, THE FORM WAS EMAILED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. THEY WERE GIVEN A ONE-WEEK COMMENT PERIOD, AFTER WHICH, THE FORM WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EACH NEW COVERED PERSON MUST REVIEW A COPY OF THE POLICY AND IS REMINDED OF THE OBLIGATION TO CONFORM TO IT. EACH COVERED PERSON MUST COMPLETE A CONFLICT OF INTEREST INFORMATION FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE COVERED PERSON IS INVOLVED THAT COULD CREATE A CONFLICT OF INTEREST. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST ON A MATTER BEFORE THE BOARD, THE COVERED PERSON DISCLOSES ALL RELEVANT FACTS TO THE BOARD, IS NOT PERMITTED TO HEAR THE BOARD DISCUSSION REGARDING THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS, MUST NOT SEEK TO INFLUENCE BOARD MEMBERS REGARDING THE MATTER, AND IS NOT PERMITTED TO VOTE ON THE MATTER. BOARD MINUTES FOR THE MEETING REFLECT THE DISCLOSURE OF THE CONFLICT OF INTEREST AND THE FACT THAT THE BOARD MEMBER WAS NOT PERMITTED TO DISCUSS OR VOTE ON THE MATTER. THE BOARD MEMBER WITH A CONFLICT OF INTEREST WILL NOT BE COUNTED AS A MEMBER FOR THE PURPOSES OF ESTABLISHING A QUORUM OF THE BOARD. IF A BOARD MEMBER IS NOT CERTAIN WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, THEN THE BOARD MEMBER MUST DISCLOSE ALL RELEVANT FACTS TO THE BOARD AND THE BOARD MAKES A DETERMINATION OF WHETHER OR NOT A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE COMPENSATION OF THE PRESIDENT, WHO SERVES AS THE CHIEF EXECUTIVE OFFICER. THE PRESIDENT COMPLETES A SELF-EVALUATION AND PROVIDES THE RESULTS OF A COMPILATION OF COMPENSATION INFORMATION FOR OTHER CEOS OF SIMILAR NONPROFIT ORGANIZATIONS BASED ON DATA FROM THEIR FORM 990S. THE COMPILATION DATA IS PREPARED BY THE INSTITUTE'S HUMAN RESOURCES STAFF. THE BOARD THEN MEETS IN AN EXECUTIVE SESSION AND VOTES (IN A QUORUM WITH THE PRESIDENT ABSTAINING) ON ANY ADJUSTMENTS TO COMPENSATION FOR THE PRESIDENT AND MAKES FORMAL NOTES OF THE BOARD ACTIONS TAKEN. A DESIGNATED BOARD MEMBER PROVIDES THE DIRECTOR OF FINANCE AND ADMINISTRATION WITH THE RESULTS OF THE MEETING THAT INCLUDES THE SPECIFIC SALARY ACTION TO BE TAKEN. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2012. FORM 990, PART VI, SECTION C, LINE 19 ANY REQUESTS FOR THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE REVIEWED BY THE PRESIDENT OR A VICE PRESIDENT AND SUPPLIED TO THE REQUESTOR AS APPROPRIATE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 11,563. FORM 990, PART VII, SECTION A: DEMETRIOS PAPADEMETRIOU AND KATHLEEN NEWLAND DID NOT RECEIVE COMPENSATION IN THEIR CAPACATY AS BOARD MEMBERS, RATHER THEY WERE COMPENSATED AS EMPLOYEES OF MPI. MPI EUROPE 1000 BRUSSELS AVENUE DES ARTS 46 BRUSSELS BE TO PROVIDE A BETTER UNDERSTANDING OF MIGRATION IN EUROPE BE N/A N/A MPI 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MPI EUROPE B 66221 FMV