2025-06-30T10:07:40-05:00 2024-09-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2023-10-01 530259663 MERIDIAN INTERNATIONAL CENTER MERI 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THERESA FURMAN CHIEF FINANCIAL OFFICER 2029395532 2025-06-25 1 0 KRISTEN BARNETT P01234578 8133162300 2025-06-25 2023 2025-03-06 01:10:19Z STUART HOLLIDAY 1630 CRESCENT PLACE NW WASHINGTON DC 20009 58717856 0 X WWW.MERIDIAN.ORG X 1960 DC SEE SCHEDULE O. 32 31 205 33 1476 0 49029561 42493166 0 0 1008310 1488679 295032 3646009 50332903 47627854 4200220 2316779 0 0 15461725 16996347 0 0 3479140 29533214 23998538 49195159 43311664 1137744 4316190 25289682 26585244 12334633 8845811 12955049 17739433 X SEE SCHEDULE O. 0 0 23587075 638791 CENTER FOR GLOBAL LEADERSHIP - INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP) - FOR 65 YEARS MERIDIAN HAS BEEN A PRINCIPAL PARTNER IN IMPLEMENTING THE IVLP, THE U.S. DEPARTMENT OF STATE'S PREMIER PROFESSIONAL EXCHANGE PROGRAM. BETWEEN OCTOBER 1, 2023 - SEPTEMBER 30, 2024, MERIDIAN DEVELOPED IVLP PROJECTS FOR 1,581 EMERGING INTERNATIONAL LEADERS THROUGH 186 PROJECTS. PROGRAM TOPICS RANGED FROM SPACE, U.S. FOREIGN POLICY AND CYBERSECURITY. HIGHLIGHTS INCLUDED: 1) IN MERIDIAN'S 29TH YEAR OF IMPLEMENTING THE BRITISH AMERICAN PARLIAMENTARY GROUP (BAPG), FOUR MEMBERS OF PARLIAMENT PARTICIPATED IN A 10-DAY PROGRAM ON THE U.S. LEGISLATIVE SYSTEM, INCLUDING CAPITOL HILL MEETINGS AND DISTRICT SHADOWING WITH BIPARTISAN CONGRESSIONAL MEMBERS IN ALABAMA AND NEW YORK. 2) MERIDIAN HOSTED RECIPIENTS OF THE U.S. STATE DEPARTMENT'S INTERNATIONAL ANTICORRUPTION CHAMPIONS AWARD FOR AN IVLP EXCHANGE CONNECTING THEM WITH SENIOR U.S. OFFICIALS, ACADEMICS, AND PRIVATE SECTOR LEADERS ADVANCING GLOBAL ANTICORRUPTION EFFORTS. 3) TO MARK NATO'S 75TH ANNIVERSARY, MERIDIAN DESIGNED A HYBRID IVLP FOR PARTICIPANTS FROM NATO MEMBER AND ASPIRANT COUNTRIES, COMBINING VIRTUAL SESSIONS ON THE 2024 NATO SUMMIT WITH A U.S. VISIT EXPLORING ALLIANCE RESILIENCE AND GLOBAL SECURITY CHALLENGES. 4) MERIDIAN ALSO ADMINISTERED THE IVLP IMPACT AWARDS IN 2024, EMPOWERING PROGRAM ALUMNI TO TURN THEIR U.S. EXCHANGE EXPERIENCES INTO ACTION BY FUNDING COMMUNITY-BASED PROJECTS IN OVER 100 COUNTRIES. IN 2024, MERIDIAN SUPPORTED 117 AWARDEES ADVANCING INITIATIVES ALIGNED WITH U.S. DIPLOMATIC GOALS. 8357792 1594018 232685 CENTER FOR GLOBAL LEADERSHIP - CUSTOMIZED EXCHANGES - IN ADDITION TO THE IVLP, MERIDIAN WORKED ON 68 PROJECTS FOR 566 PARTICIPANTS FROM 107 DIFFERENT COUNTRIES. THESE PARTNERSHIPS PROVIDE GLOBAL CHANGEMAKERS WITH TRANSFORMATIVE OPPORTUNITIES THAT AMPLIFY COLLABORATIVE NETWORKS, DRIVE INNOVATION, AND RESULT IN SUSTAINABLE IMPACTS. PROGRAMS FOCUSED ON THREE THEMATIC AREAS: 1) SCIENCE, INNOVATION & TECHNOLOGY: THROUGH INITIATIVES LIKE THE GLOBAL EMERGING LEADERS IN INTERNATIONAL CYBERSPACE SECURITY FELLOWSHIP (U.S. DEPARTMENT OF STATE), MERIDIAN BUILT A NETWORK OF 55 CYBER LEADERS FROM 47 COUNTRIES. MERIDIAN'S AI CAPACITY PROGRAM CONVENES POLICYMAKERS, INDUSTRY, AND CIVIL SOCIETY ON THE SIDELINES OF MAJOR UN AND GLOBAL EVENTS. 2) YOUTH & LEADERSHIP: MERIDIAN'S THREE FLAGSHIP PROGRAMS IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE -STUDY OF THE U.S. INSTITUTES FOR GLOBAL STUDENT LEADERS, STUDENT LEADERS FROM EUROPE, AND THE PAN AFRICA YOUTH LEADERSHIP PROGRAM-ENGAGED 257 PARTICIPANTS FROM 71 COUNTRIES IN 2024, WITH PROGRAMMING IN 18 U.S. CITIES AND ONE INTERNATIONAL LOCATION. 3) JOURNALISM & MEDIA: IN PARTNERSHIP WITH THE STATE DEPARTMENT'S FOREIGN PRESS CENTER, MERIDIAN RAN 16 PROGRAMS IN 2024, ENGAGING 103 JOURNALISTS FROM 32 COUNTRIES ACROSS 27 U.S. CITIES AND 150+ EXPERT BRIEFINGS. 2473256 83971 CENTER FOR CULTURAL DIPLOMACY - FROM VISUAL ART EXHIBITIONS TO FILM SCREENINGS AND CONCERTS, MERIDIAN'S CENTER FOR CULTURAL DIPLOMACY FOSTERS CONNECTION BY BRINGING TOGETHER GLOBAL COMMUNITIES TO CELEBRATE SHARED INTERESTS AND VALUES. IN 2024, KEY PROGRAMS INCLUDED THE ANNUAL FLAGSHIP CULTURAL DIPLOMACY CONVENING, CULTUREFIX AND MOTHER EARTH, AN EXHIBITION SHOWCASING OVER 30 WORKS BY 18 WOMEN ARTISTS, COMPLEMENTED BY PUBLIC PROGRAMMING AT MERIDIAN'S WASHINGTON, D.C. CAMPUS. MERIDIAN ALSO FACILITATED INTERNATIONAL ARTIST RESIDENCIES IN COSTA RICA, FRANCE, TAIWAN, AND ZIMBABWE THROUGH NEXT LEVEL, A PROGRAM RUN IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE'S BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS. ADDITIONAL INITIATIVES INCLUDED CULTURAL EXCHANGES THAT BROUGHT KAZAKH MUSEUM PROFESSIONALS AND PAKISTANI PRESERVATION EXPERTS TO THE U.S. FOR STUDY TOURS FOCUSED ON BEST PRACTICES AND CROSS-CULTURAL COLLABORATION 1436082 OTHER PROGRAMS IN 2024, THE MERIDIAN CENTER FOR CORPORATE DIPLOMACY EXPANDED ITS INFLUENCE THROUGH HIGH-LEVEL FORUMS, MINISTERIAL ROUNDTABLES, AND GLOBAL BUSINESS BRIEFINGS THAT STRENGTHENED U.S. ECONOMIC DIPLOMACY. THESE ENGAGEMENTS OFFERED TIMELY INSIGHTS INTO INVESTMENT CLIMATES, REGULATORY SHIFTS, AND GEOPOLITICAL RISKREINFORCING THE GROWING ROLE OF THE PRIVATE SECTOR IN ADVANCING U.S. GLOBAL LEADERSHIP. A MAJOR MILESTONE WAS THE RELEASE OF THE U.S. COMPETITIVENESS REPORT, HIGHLIGHTING THE CRITICAL INTERSECTION OF DIPLOMACY AND ECONOMIC STRATEGY. OTHER KEY ACTIVITIES INCLUDED BRIEFINGS WITH CABINET-LEVEL MINISTERS, DISCUSSIONS WITH G20 AMBASSADORS ON KEY GLOBAL ISSUES, AND CONVENINGS WITH SENIOR OFFICIALS FROM THE STATE DEPARTMENT, COMMERCE DEPARTMENT, AND NATIONAL SECURITY COUNCIL. MERIDIAN ALSO HOSTED 34 FOREIGN LEGISLATORS AND 74 AMBASSADORS, PROVIDING A PLATFORM FOR STRATEGIC DIALOGUE AND COUNTRY-SPECIFIC POLICY INSIGHTS.ALSO, DURING 2024, THE MERIDIAN CENTER FOR DIPLOMATIC ENGAGEMENT HOSTED OVER 25 DIALOGUES, WORKSHOPS, AND ROUNDTABLES, ENGAGING MORE THAN 500 DIPLOMATS FROM 115 EMBASSIES, ALONG WITH LEADERS FROM GOVERNMENT, BUSINESS, AND CIVIL SOCIETY. TOPICS INCLUDED ARTIFICIAL INTELLIGENCE, SCIENCE COOPERATION AND ENERGY SECURITY. MERIDIAN'S FLAGSHIP EVENTSTHE MERIDIAN SUMMIT AND DIPLOMACY FORUMEXPLORED DIPLOMACY'S ROLE IN EMERGING TECHNOLOGY AND SPACE COOPERATION, EMPHASIZING TRUST, INNOVATION, AND THE GROWING NUMBER OF ACTORS IN THE SPACE DOMAIN. DIPLOMACYRISE, MERIDIAN'S INITIATIVE TO DEVELOP THE NEXT GENERATION OF GLOBAL AFFAIRS PROFESSIONALS, PROVIDES CAREER TRAINING, MENTORSHIP, AND FELLOWSHIP OPPORTUNITIES. IN 2024, THE MERIDIAN COX FOREIGN SERVICE FELLOWSHIP INTRODUCED 30 COLLEGE STUDENTS TO CAREERS IN DIPLOMACY THROUGH A WEEK-LONG IMMERSION IN WASHINGTON, D.C. ADDITIONALLY, A SEVEN-PART HYBRID DIPLOMATIC SKILLS COURSE TRAINED 20 EMERGING SCIENTISTS IN AREAS INCLUDING PUBLIC DIPLOMACY, CULTURAL COMPETENCE, PROTOCOL, AND NEGOTIATION. 1436082 35854205 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 403 0 1 205 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO DC FL GA IL MD MA MI NJ NY RI TN VA X X THERESA FURMAN 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THE HONORABLE STUART HOLLIDAY CEO 40.00 X X 357898 0 69246 FRED HOCHBERG CHAIRMAN 1.00 X X 0 0 0 STEPHANIE ROBINSON BOARD SECRETARY 1.00 X X 0 0 0 MEGAN BEYER BOARD SECRETARY - TERM ENDED 6/4/24 1.00 X X 0 0 0 THE HONORABLE DWIGHT BUSH CHAIR - GLOBAL ENGAGEMENT 1.00 X 0 0 0 SEAN C CAHILL CHAIR - FACILITIES & PRESERVATION 1.00 X 0 0 0 DAVID BARROSSE CHAIR - FINANCE & AUDIT (AS OF 6/23) 1.00 X 0 0 0 HEATHER FLORANCE CO-CHAIR - DEVELOPMENT 1.00 X 0 0 0 FRED HUMPHRIES CO-CHAIR - DEVELOPMENT 1.00 X 0 0 0 SOLEDAD HURST CHAIR - GOV. & NOMINATING 1.00 X 0 0 0 ROBERT ABERNETHY TRUSTEE 1.00 X 0 0 0 MICHAEL ALLEN TRUSTEE 1.00 X 0 0 0 BELA BAJARIA TRUSTEE - TERM ENDED 2/1/24 1.00 X 0 0 0 TERESA CARLSON TRUSTEE 1.00 X 0 0 0 JOE DALY TRUSTEE 1.00 X 0 0 0 THERESA TERRI FARIELLO TRUSTEE 1.00 X 0 0 0 THE HONORABLE STEVE HILTON TRUSTEE 1.00 X 0 0 0 TIM HWANG TRUSTEE 1.00 X 0 0 0 ROY KAPANI TRUSTEE 1.00 X 0 0 0 JONATHAN KEIDAN TRUSTEE 1.00 X 0 0 0 BRAD KNOX TRUSTEE 1.00 X 0 0 0 DEDE LEA TRUSTEE 1.00 X 0 0 0 DEBORAH LEHR TRUSTEE 1.00 X 0 0 0 THE HONORABLE DREW MALONEY TRUSTEE 1.00 X 0 0 0 TOM MONAHAN TRUSTEE 1.00 X 0 0 0 REBECCA MURPHY TRUSTEE 1.00 X 0 0 0 MAURICIO RAMOS TRUSTEE 1.00 X 0 0 0 KATHERINE RICE TRUSTEE 1.00 X 0 0 0 LISA ROSS TRUSTEE 1.00 X 0 0 0 THE HONORABLE FRANCISCO SANCHEZ TRUSTEE 1.00 X 0 0 0 JADE SHIELDS TRUSTEE 1.00 X 0 0 0 SCOTT SPECTOR TRUSTEE 1.00 X 0 0 0 THE HON DANIEL W YOHANNES TRUSTEE - TERM ENDED 6/4/24 1.00 X 0 0 0 SUE HOSTETLER WRIGLEY TRUSTEE 1.00 X 0 0 0 NATALIE JONES HALLAHAN EXEC. VICE PRESIDENT 40.00 X 258385 0 49908 THERESA FURMAN CFO 40.00 X 232220 0 40617 KELLY CAMPAGNE CHIEF TALENT & ADM. OFFICER 40.00 X 234707 0 62189 PURU TRIVEDI VP, EXTERNAL & CORPORATE AFFAIRS 40.00 X 235019 0 53182 MYRA BEST VP & DIRECTOR, IVLP 40.00 X 153555 0 36847 SILBI STAINTON SENIOR DIRECTOR, DEV & PHILANTHROPY 40.00 X 181936 0 37657 FRANK JUSTICE VP, MCDE 40.00 X 159652 0 20467 BETELIHEM HAILE DIRECTOR, FINANCE 40.00 X 155812 0 27935 DALLAS PEARSON DIR., FINANCIAL PLANNING & ANALYSIS 40.00 X 147651 0 39236 TERRY HARVEY VP, MCCD 40.00 X 146172 0 18414 2263007 0 455698 31 0 1 0 RESTON LIMOSINE & TRAVEL SERVICE INC 45685 ELMWOOD COURT STERLING VA 20166 TRANSPORTATION SERVICES 608447 AWARDS LIMOSINE & TRAVEL SERVICE INC 1 BETHESDA METRO CENTER BETHESDA MD 20814 TRANSPORTATION SERVICES 466905 CAPITAL COMMUNICATIONS GROUP INC 1701 PENNSYLVANIA AVENUE NW SUITE 2 WASHINGTON DC 20006 SPEAKING AND TRANSLATION SERVICES 259684 RESOURCES GLOBAL PROFESSIONALS PO BOX 740909 LOS ANGELES CA 900740909 ACCOUNTING SERVICES 195775 RSM US LLP 1250 H ST SUITE 700 WASHINGTON DC 20036 AUDIT AND TAX SERVICES 175090 12 1949674 32851167 7692325 445 42493166 468757 468757 745226 70802 674424 674424 1476 672948 11705660 10685738 1019922 1019922 1019922 90900 1949674 333462 -242562 -242562 OTHER INCOME 900099 3214147 3214147 3214147 47627854 0 1476 5133212 1526810 1526810 789969 789969 2263007 467458 1225415 570134 11122354 6885155 3163787 1073412 1237347 688051 406291 143005 1326049 737375 435417 153257 1047590 582533 343983 121074 146919 9387 137532 90400 90400 60926 60926 2907761 1801860 882870 223031 35481 16234 9918 9329 148544 51138 76218 21188 485828 79183 363185 43460 719187 74946 650333 -6092 17279227 17196773 31973 50481 1002327 662733 78621 260973 110120 110120 499452 499452 184849 5674 179175 MISCELLANEOUS EXPENSES 327517 176804 157865 -7152 ALLOCATION OF INDIRECT 0 4102122 -4925162 823040 43311664 35854205 3978319 3479140 10292 6915 4805685 4859431 3695552 3131413 171140 227287 523680 493897 15729625 11195001 3511651 4534624 11128318 12676853 1443364 654824 25289682 26585244 4059366 3766825 4835256 1539715 2883264 2823777 556747 715494 12334633 8845811 X 11922101 16835532 1032948 903901 12955049 17739433 25289682 26585244 4316190 468194 0 X X 0 1 X 1 1 1 X 24974188 15424958 35461526 49069561 42583166 167513399 24974188 15424958 35461526 49069561 42583166 167513399 167513399 311958 452630 124551 1032548 1213983 3135670 350259 33710 57850 80050 3215047 3736916 174385985 8488 0.96060 0.98100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2019 AMOUNT: $ 350,259. 2020 AMOUNT: $ 33,710. 2021 AMOUNT: $ 57,850. 2022 AMOUNT: $ 77,550. 2023 AMOUNT: $ 90,900. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 2,500. 2023 AMOUNT: $ 3,124,147. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 249850 X X 0 9407653 1731385 60926 11078112 8144819 1320853 58019 9407653 8638625 -387481 50703 55622 8144819 8080586 962483 350015 54429 8638625 7824746 803843 500000 48003 8080586 0.93000 0.07000 0.00000 0 0 1395695 1395695 2590888 1756248 834640 8740372 6937715 1802657 2752821 2501038 251783 249849 249849 4534624 DEFERRED COMP LIABILITY 450027 REFUNDABLE ADVANCE - PAYCHECK PROTECTION 62018 OPERATING LEASE LIABILITY 203449 715494 X 48459386 468194 20000 488194 47971192 60926 -404264 -343338 47627854 43675002 20000 404264 424264 43250738 60926 60926 43311664 PART III, LINE 4: THE COLLECTION OF ARTWORK AND ANTIQUES IS MAINTAINED IN MERIDIAN'S HISTORICAL HOUSES. IT IS AVAILABLE FOR PUBLIC EXHIBITION UPON REQUEST AND IS BEING PRESERVED FOR FUTURE GENERATIONS. PART V, LINE 4: TO PRESERVE AND OPTIMIZE FUNDS AVAILABLE FOR CURRENT AND FUTURE NEEDS WHILE PRESERVING PRINCIPLE. THE BOARD OF TRUSTEES USES ITS DISCRETION TO ALLOW STRATEGIC USE OF FUNDS FOR OPERATIONS AND PRESERVATION OF HISTORIC FACILITIES. PART X, LINE 2: MERIDIAN IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR UNRELATED BUSINESS INCOME. MERIDIAN HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS: TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B -333,462. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -70,802. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 333,462. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 70,802. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 81036 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 375285 EUROPE - INCLUDING ICELAND & GREENLAND 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 361715 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 303413 NORTH AMERICA - INCLUDING CANADA AND MEXICO 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 65988 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 225706 SOUTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 177397 SOUTH ASIA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 229118 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 427423 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT MAKING 38453 EAST ASIA AND THE PACIFIC 0 0 GRANT MAKING 74947 EUROPE - INCLUDING ICELAND & GREENLAND 0 0 GRANT MAKING 138230 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT MAKING 60502 NORTH AMERICA - INCLUDING CANADA AND MEXICO 0 0 GRANT MAKING 5466 RUSSIA AND NEIGHBORING STATES 0 0 GRANT MAKING 65633 SOUTH AMERICA 0 0 GRANT MAKING 60994 SOUTH ASIA 0 0 GRANT MAKING 58795 SUB-SAHARAN AFRICA 0 0 GRANT MAKING 286948 0 0 0 0 0 0 1819658 1217391 3037049 PARTICIPANT SUPPORT GRANTS CENTRAL AMERICA AND THE CARIBBEAN 14 38453 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS EAST ASIA AND THE PACIFIC 41 74947 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 80 138230 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS MIDDLE EAST AND NORTH AFRICA 35 60502 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS NORTH AMERICA 3 5466 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS RUSSIA AND NEIGHBORING STATES 46 65633 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SOUTH AMERICA 42 60994 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SOUTH ASIA 46 58795 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SUB-SAHARAN AFRICA 182 286948 WIRES, ACH, WESTERN UNION 0 0 0 0 0 1 PART I, LINE 2: MERIDIAN HAS ESTABLISHED A GRANTS MANAGEMENT POLICY TO MANAGE ALL AWARDS FROM THE PRE-AWARD PHASE THROUGH POST-AWARD ACTIVITY AND GRANT-CLOSEOUT. THIS POLICY FULLY ADDRESSES THE SUBAWARDS AND IS IN COMPLIANCE WITH THE UNIFORM GUIDANCE AS REQUIRED. THIS POLICY IS APPLIED TO ALL GRANT AWARDS, INCLUDING SUB AWARDS, DOMESTIC AND FOREIGN, IF ANY. IN ADDITION, THIS POLICY ADDRESSES MERIDIAN'S SMALL PARTICIPANT SUPPORT GRANTS WHICH ARE AWARDED TO SELECTED PROGRAM PARTICIPANTS, AFTER COMPLETION OF THEIR PROGRAM, FOR PROJECTS TO BE PERFORMED IN HOME COUNTRIES. BALL/SUMMIT 2040574 1949674 90900 120331 106512 21411 85208 2040574 1949674 90900 120331 106512 21411 85208 333462 -242562 1 ARIZONA STATE UNIVERSITY 555 N CENTRAL SUITE 302 PHOENIX AZ 85004 860196696 GOV 5518 0 PROGRAM SUPPORT DIALOGUE INSTITUTE 555 N CENTRAL SUITE 302 PHOENIX AZ 85004 860196696 GOV 121150 0 PROGRAM SUPPORT FOUNDATION FOR INTERNATIONAL UNDERSTANDING THROUGH STUDENTS 1700 NORTH BROAD STREET SUITE 315 PHILADELPHIA PA 19121 232715057 501C3 567918 0 PROGRAM SUPPORT NORTHERN NEVADA INTERNATIONAL CENTER 16 TOULOUSE CT LITTLE ROCK AR 72211 710562233 501C3 12347 0 PROGRAM SUPPORT GLOBAL TIES KC 30 WEST PERSHING ROAD SUITE 405 KANSAS CITY MO 64108 431727811 501C3 108142 0 PROGRAM SUPPORT BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 360 EAST LANSING MI 48824 386005984 501C3 129595 0 PROGRAM SUPPORT NORTHERN NEVADA INTERNATIONAL CENTER 855 WEST SEVENTH STREET SUITE 270 RENO NV 89503 942796785 501C3 97665 0 PROGRAM SUPPORT SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DRIVE SHIPPENSBURG PA 17257 232500361 GOV 211026 0 PROGRAM SUPPORT UNIVERSITY OF MASSACHUSETTS AMHERST 334 SOUTH STREET SUITE 450 SHREWSBURY MA 015454177 043167352 GOV 166076 0 PROGRAM SUPPORT VERMONT COUNCIL ON WORLD AFFAIRS 370 SHELBURNE ROAD 4611 BURLINGTON VT 05401 036010787 501C3 105333 0 PROGRAM SUPPORT 11 0 PART I, LINE 2: MERIDIAN MAINTAINS AN UPDATED GRANT MANAGEMENT POLICY AND PROCEDURE MANUAL WHICH CLEARLY EXPLAINS PRE AND POST AWARD PROCESSES THAT THE STAFF NEED TO FOLLOW THROUGHOUT THE LIFE CYCLE OF THE GRANT. THIS INCLUDES GRANT/PROJECT SET-UP, CHARGING OF COSTS AND MONITORING AND REPORTING OF EXPENDITURES. THE MANUAL ALSO INCLUDES PROCESSES AND PROCEDURES RELATED TO PROCUREMENT, SUBAWARDS AND SUBRECIPIENT MONITORING AND PROJECT CLOSEOUT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 THE HONORABLE STUART HOLLIDAY CEO 307558 0 40000 0 10340 0 39500 0 29746 0 427144 0 0 0 NATALIE JONES HALLAHAN EXEC. VICE PRESIDENT 232935 0 25000 0 450 0 19813 0 30096 0 308294 0 0 0 KELLY CAMPAGNE CHIEF TALENT & ADM. OFFICER 212783 0 19636 0 2288 0 46480 0 15708 0 296895 0 0 0 PURU TRIVEDI VP, EXTERNAL & CORPORATE AFFAIRS 200383 0 34000 0 636 0 24542 0 28640 0 288201 0 0 0 THERESA FURMAN CFO 211086 0 19536 0 1598 0 23901 0 16715 0 272836 0 0 0 SILBI STAINTON SENIOR DIRECTOR, DEV & PHILANTHROPY 161067 0 20000 0 869 0 18224 0 19432 0 219592 0 0 0 MYRA BEST VP & DIRECTOR, IVLP 144615 0 7500 0 1440 0 15960 0 20887 0 190402 0 0 0 DALLAS PEARSON DIR., FINANCIAL PLANNING & ANALYSIS 136141 0 11100 0 410 0 15692 0 23544 0 186887 0 0 0 BETELIHEM HAILE DIRECTOR, FINANCE 144615 0 10600 0 597 0 16033 0 11902 0 183747 0 0 0 FRANK JUSTICE VP, MCDE 139523 0 19500 0 629 0 16043 0 4424 0 180119 0 0 0 TERRY HARVEY VP, MCCD 136754 0 8861 0 557 0 14689 0 3725 0 164586 0 0 0 PART I, LINE 1A THE CEO OF MERIDIAN INTERNATIONAL CENTER BELONGS TO THE METROPOLITAN CLUB WHICH IS ALLOWED PER HIS EMPLOYMENT CONTRACT AND APPROVED BY THE BOARD OF TRUSTEES BECAUSE IT HAS BEEN DETERMINED THAT MEMBERSHIP SERVES A BUSINESS PURPOSE AND IS RELATED TO THE CEO'S ROLE AND RESPONSIBILITIES AT THE ORGANIZATION. THESE AMOUNTS ARE CONSIDERED TAXABLE TO THE CEO. FORM 990, PART III, LINE 1: MERIDIAN INTERNATIONAL CENTER IS A NONPARTISAN DIPLOMACY INSTITUTION FOUNDED IN 1960 TO ADVANCE AMERICAN LEADERSHIP. HEADQUARTERED ON A HISTORIC CAMPUS IN WASHINGTON DC, OUR MISSION IS TO EMPOWER LEADERS TO ADVANCE THE NEXT ERA OF DIPLOMACY FOR A BETTER FUTURE. IN AN ERA OF GEOPOLITICAL VOLATILITY AND RAPID CHANGE, MERIDIAN IS EXPANDING DIPLOMACY BEYOND TRADITIONAL GOVERNMENT CHANNELS TO BUSINESS, TECHNOLOGY AND INNOVATION, STATES AND CITIES AND SPORTS AND CULTURE. LEADERS OF THESE SECTORS ARE ON THE FRONTLINES OF GLOBAL CHALLENGE AND PLAY A VITAL ROLE IN SHAPING THE FUTURE OF AMERICAN ENGAGEMENT-DRIVING U.S. ECONOMIC GROWTH, SECURITY, AND INNOVATION THROUGH INTERNATIONAL PARTNERSHIPS. MERIDIAN'S ROLE IS TO EQUIP AND PREPARE LEADERS WITH THE INSIGHTS, NETWORKS AND RESOURCES THAT THEY NEED TO NAVIGATE A COMPLEX GLOBAL FUTURE. OUR IMPACT CUTS ACROSS THREE STRATEGIC PRIORITY AREAS: US COMPETITIVENESS, FUELING AMERICAN ECONOMIC GROWTH AND INNOVATION; GEOPOLITICAL RESILIENCE; AND STRENGTHENING ALLIANCES AND PARTNERSHIPS. THE IMPACT OF OUR WORK CUTS ACROSS OUR THREE STRATEGIC PRIORITY AREAS: STRATEGIC PRIORITY 1: U.S. COMPETITIVENESS: FUELING AMERICAN ECONOMIC GROWTH AND INNOVATION - THE MERIDIAN CENTER FOR CORPORATE DIPLOMACY IS WASHINGTON'S LEADING PLATFORM FOR COMMERCIAL DIPLOMACY, CONNECTING GLOBAL BUSINESS LEADERS WITH DIPLOMATS AND POLICYMAKERS TO NAVIGATE INTERNATIONAL MARKETS AND ADVANCE SHARED ECONOMIC AND GEOPOLITICAL GOALS. ACTING AS A BRIDGE BETWEEN THE PRIVATE SECTOR AND THE INTERNATIONAL AFFAIRS COMMUNITY, THE CENTER FOSTERS DIALOGUE ON ISSUES SUCH AS REGULATORY FRAMEWORKS, GLOBAL SUPPLY CHAINS, EMERGING TECHNOLOGIES, FOREIGN DIRECT INVESTMENT, AND MARKET ACCESS. STRATEGIC PRIORITY 2: GEOPOLITICAL RESILIENCE: EMPOWERING LEADERS AND ORGANIZATIONS TO ANTICIPATE, ADAPT AND RESPOND TO GLOBAL DISRUPTIONS - THE MERIDIAN CENTER FOR DIPLOMATIC ENGAGEMENT SERVES AS A HUB FOR EDUCATION AND COLLABORATION BETWEEN THE INTERNATIONAL DIPLOMATIC CORPS AND U.S. PUBLIC AND PRIVATE SECTORS ON EMERGING GLOBAL ISSUES. STRATEGIC PRIORITY 3 - ALLIANCES & PARTNERSHIPS: STRENGTHENING INTERNATIONAL COLLABORATION TO TACKLE SHARED GLOBAL CHALLENGES - AS A PARTNER TO THE U.S. DEPARTMENT OF STATE, THE MERIDIAN CENTER FOR GLOBAL LEADERSHIP DEVELOPS AND IMPLEMENTS INTERNATIONAL EXCHANGE AND TRAINING PROGRAMS TO STRENGTHEN COLLABORATION BETWEEN THE U.S. AND THE WORLD. THESE EXCHANGES FOSTER ALIGNMENT WITH U.S. VALUES AND INTERESTS WHILE GENERATING ECONOMIC IMPACTEACH VISITOR CONTRIBUTES TO THE LOCAL ECONOMY THROUGH TRAVEL, LODGING, AND PROFESSIONAL SERVICES ACROSS DOZENS OF U.S. CITIES. FORM 990, PART VI, SECTION B, LINE 11B MERIDIAN'S PROCESS FOR THE FORM 990 IS TO HAVE THE FORM REVIEWED BY THE CFO & CEO, FOLLOWED BY A REVIEW BY THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE. THE FORM IS DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO SENIOR MANAGEMENT AS THEY ARISE. CONFLICT OF INTEREST STATEMENTS ARE UPDATED AND SIGNED BY EMPLOYEES ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS UPON JOINING THE BOARD OF TRUSTEES AND THEREAFTER IF SOMETHING CHANGES. ACTUAL CONFLICTS OF TRUSTEES ARE REPORTED TO THE BOARD OF TRUSTEES. THE SENIOR MANAGEMENT TEAM MEETS AS NEEDED AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. PERSONS WITH A CONFLICT ARE PROHIBITED FROM ALL DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY INDEPENDENT TRUSTEES THROUGH A COMPENSATION COMMITTEE, WHICH REVIEWS COMPARABLE SALARY INFORMATION FROM OTHER ORGANIZATIONS, DISCUSSES THIS INFORMATION AND DOCUMENTS ITS DECISION IN CONTEMPORANEOUS MINUTES. COMPENSATION FOR OFFICERS OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE VICE PRESIDENT AND THE CHIEF TALENT & ADMINISTRATIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 MERIDIAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT IS CONSISTENT WITH PRIOR YEARS. MERIDIAN GLOBAL LEADERSHIP INSTITUTE 1630 CRESCENT PLACE NW WASHINGTON DC 20009 462612419 EDUCATION & TRAINING DC 0 0 MERIDIAN INTERNATIONAL CENTER