Civic Intelligence

Middle East Forum

990 • Fiscal year 2019 • EIN 23-7749796

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

1650 Market StreetPhiladelphia, PA 19103

(215) 546-5406

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$5,052,061

Down $170,758 (-3.3%) from 2018

Net Assets

Down

$4,927,253

Down $114,205 (-2.3%) from 2018

Liabilities

Down

$124,808

Down $56,553 (-31%) from 2018

Revenue And Expenses

Revenue

Up

$5,272,468

Up $239,029 (+4.7%) from 2018

Expenses

Up

$5,813,556

Up $618,125 (+12%) from 2018

Net Income

Down

-$541,088

Down $379,096 (-234%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,503,508Liabilities 2010: $21,877Net Assets 2010: $2,481,6312010Assets 2011: $2,713,093Liabilities 2011: $12,315Net Assets 2011: $2,700,7782011Assets 2012: $2,741,137Liabilities 2012: $20,865Net Assets 2012: $2,720,2722012Assets 2013: $3,237,739Liabilities 2013: $5,434Net Assets 2013: $3,232,3052013Assets 2014: $3,723,479Liabilities 2014: $5,502Net Assets 2014: $3,717,9772014Assets 2015: $4,469,616Liabilities 2015: $22,511Net Assets 2015: $4,447,1052015Assets 2016: $5,441,773Liabilities 2016: $158,381Net Assets 2016: $5,283,3922016Assets 2017: $5,551,740Liabilities 2017: $88,107Net Assets 2017: $5,463,6332017Assets 2018: $5,222,819Liabilities 2018: $181,361Net Assets 2018: $5,041,4582018Assets 2019: $5,052,061Liabilities 2019: $124,808Net Assets 2019: $4,927,2532019Assets 2019: $5,133,592Liabilities 2019: $124,808Net Assets 2019: $5,008,7842019Assets 2020: $3,438,148Liabilities 2020: $643,592Net Assets 2020: $2,794,5562020Assets 2021: $5,601,334Liabilities 2021: $852,109Net Assets 2021: $4,749,2252021Assets 2022: $4,389,322Liabilities 2022: $893,955Net Assets 2022: $3,495,3672022Assets 2023: $4,086,199Liabilities 2023: $994,961Net Assets 2023: $3,091,2382023Assets 2024: $3,998,797Liabilities 2024: $1,201,884Net Assets 2024: $2,796,9132024

Highlighted filing

2019

Assets$5,052,061
Liabilities$124,808
Net Assets$4,927,253

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,875,7832010Expenses 2011: $4,678,7082011Expenses 2012: $4,656,8092012Revenue 2013: $5,751,625Expenses 2013: $5,239,592Net Income 2013: $512,0332013Revenue 2014: $4,126,021Expenses 2014: $3,640,349Net Income 2014: $485,6722014Revenue 2015: $4,324,625Expenses 2015: $3,472,821Net Income 2015: $851,8042015Revenue 2016: $4,367,310Expenses 2016: $3,682,718Net Income 2016: $684,5922016Revenue 2017: $4,361,751Expenses 2017: $4,387,076Net Income 2017: -$25,3252017Revenue 2018: $5,033,439Expenses 2018: $5,195,431Net Income 2018: -$161,9922018Revenue 2019: $5,272,468Expenses 2019: $5,813,556Net Income 2019: -$541,0882019Revenue 2019: $5,282,879Expenses 2019: $5,772,588Net Income 2019: -$489,7092019Revenue 2020: $3,353,361Expenses 2020: $5,567,589Net Income 2020: -$2,214,2282020Revenue 2021: $8,052,985Expenses 2021: $6,122,135Net Income 2021: $1,930,8502021Revenue 2022: $4,128,474Expenses 2022: $5,003,904Net Income 2022: -$875,4302022Revenue 2023: $3,886,827Expenses 2023: $4,278,873Net Income 2023: -$392,0462023Revenue 2024: $4,613,831Expenses 2024: $4,583,003Net Income 2024: $30,8282024

Highlighted filing

2019

Revenue$5,272,468
Expenses$5,813,556
Net Income-$541,088
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$5,902,077
Mission and Program Overview

Mission

Education regarding the middle east

Education regarding the middle east and islamism in the west

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,656,454$3,262,449▲ $605,995
Cash and Non-Interest-Bearing Accounts$2,066,935$1,673,088▼ $393,847
Other Notes and Loans Receivable, Net$250,000$0▼ $250,000
Land, Buildings, and Equipment, Net$136,889$68,801▼ $68,088
Accounts Receivable$47,800$0▼ $47,800
Prepaid Expenses and Deferred Charges$17,018$0▼ $17,018
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,222,819$5,052,061▼ $170,758
Other Assets Total$47,723$47,723→ $0
Liabilities
Accounts Payable and Accrued Expenses$181,361$124,808▼ $56,553
Total Liabilities$181,361$124,808▼ $56,553
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,190,361$3,180,229▼ $10,132
Net Assets With Donor Restrictions$1,851,097$1,747,024▼ $104,073
Total Net Assets Fund Balance$5,041,458$4,927,253▼ $114,205
Total Liabilities and Net Assets / Fund Balance$5,222,819$5,052,061▼ $170,758

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,801$153,439$222,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel PipesPresidentFT$296,673$296,673
Gregg RomanSecretaryFT$174,713$174,713
Mark FinkCounselorFT$137,800$137,800
Edward J KimballAdministratorFT$115,305$115,305

Board Members and Trustees

NameTitle
Stephen LevyChairman
Joshua KatzenVice Chairman
Andrew LappinExecutive Comm
David P SteinmannExecutive Comm
Harley LippmanExecutive Comm
James Hm SprayregenExecutive Comm
Judith Friedman RosenExecutive Comm
Lawrence I GouldExecutive Comm
Richard IrvingExecutive Comm
Scott RosenblumExecutive Comm
Lawrence HollinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wiley Rein LLPLegal1776 K STREET NW, Washington, DC 20006$114,446
Revenue and Support

Revenue Composition

Contributions and Grants
$5,160,312
Program Service Revenue
$276
Investment Income
$111,880
Other Revenue
$0
All Other Contributions
$5,160,312
Change in Net Assets
$-541,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,354,245
Salaries, Compensation, and Employee Benefits$1,816,070
Grants and Similar Amounts Paid$643,241
Total Fundraising Expense$116,232
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$901,204$313,680$53,500$1,268,384
Current Officers, Directors, Trustees, and Key Employees$424,248$23,570$23,568$471,386
Foreign Grants$381,491--$381,491
Grants to Domestic Orgs$161,000--$161,000
Occupancy-$146,702-$146,702
Fees for Services Legal-$119,968-$119,968
Grants to Domestic Individuals$100,750--$100,750
Office Expenses-$78,389-$78,389
Depreciation Depletion-$68,088-$68,088
Fees for Services Lobbying$45,000--$45,000
Insurance-$44,766-$44,766
Payroll Taxes-$39,416-$39,416
Other Employee Benefits-$36,884-$36,884
Fees for Services Accounting-$30,110-$30,110
Fees for Service Investment Mgmnt Fees-$24,437-$24,437
Other Expenses$2,196,368$17,007$39,164$17,007
All Other Expenses-$10,839-$10,839
Total Functional Expenses$4,210,061$1,487,263$116,232$5,813,556
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
DafkaPittsburg, CA-Research$40,000
Center for Secure Free SocietWashington, DC-Research$28,000
Mid East Ctr Reporting & AnalSpringhouse, PA-Research$15,000
Jewish News ServiceNewton, MA-Research$12,500
The Phyllis Chesler Organizat--Researh$12,000
AmchaBronx, NY, Is-Research$10,000
Ngo MonitorNew York, NY-Research$10,000
Investigative Project on TerroriWashington, DC-Research$7,500
Ctr for Demo and HumanWashington, DC-Research$6,000

International Summary

Spending
$225,480

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle EastProgram Servicesresearch00$225,480
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The executive committee meets regularly to set policies and procedures for the organization and its employees.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

By resolution of the executive committee

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 reviewed by the president, director, executive committee chairman,treasurer and the controller

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Employees are required to obtain written approval of the president or the director prior to engaging in outside employment or consulting arrangement.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization has a compensation committee which determines the payroll for all employees.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The organization has compensation committee which determines the payroll for all employees.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Available on website or upon request

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available on website or upon request

Filing and Contact Details

Filer

Filer Name
Middle East Forum
EIN
23-7749796
Phone
2155465406
Address
1650 MARKET STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
Gregg Roman
Title
Secretary
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
24

Preparer

Firm
Clairmont Paciello & Co PC
Address
250 Tanglewood Lane, King of Prussia, PA 19406
Preparer
Charles Wilensky CPA
Phone
6102654122
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04342071
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt051464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt091952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt091960
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0367680
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04209062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04342071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04220815

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$1.20$2.80$4.61$4.58$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.99$3.09$3.89$4.28$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.89$3.50$4.13$5.00$0.88
2021Detailed filing. Detailed filing data is available for this year.$5.60$0.85$4.75$8.05$6.12$1.93
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.64$2.79$3.35$5.57$2.21
2019Detailed filing. Detailed filing data is available for this year.$5.13$0.12$5.01$5.28$5.77$0.49
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.12$4.93$5.27$5.81$0.54
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.18$5.04$5.03$5.20$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.09$5.46$4.36$4.39$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.16$5.28$4.37$3.68$0.68
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.02$4.45$4.32$3.47$0.85
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.01$3.72$4.13$3.64$0.49
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$5.75$5.24$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.02$2.72$4.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.01$2.70$4.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.02$2.48$3.88