MERIDIAN INTERNATIONAL CENTER: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN INTERNATIONAL CENTER (EIN 53-0259663)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-04-12
IRS object ID
202231029349301008
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-12T09:28:42-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 WATER ST STE 500AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530259663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN INTERNATIONAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone2029395532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11630 CRESCENT PLACE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHERESA FURMANPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2029395532PhoneNum
Signature2022-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHERESAPersonFirstNm
Person LastFURMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN BARNETTPreparerPersonNm
PTINP01234578PTIN
Phone8133162300PhoneNum
Preparation2022-04-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTUART HOLLIDAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11630 CRESCENT PLACE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,628,098GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MERIDIAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionMERIDIAN IS A NONPARTISAN, NONPROFIT DIPLOMACY CENTER THAT CONNECTS LEADERS THROUGH CULTURE AND COLLABORATION TO DRIVE SOLUTIONS FOR GLOBAL CHALLENGES.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee136TotalEmployeeCnt
Total Volunteers24TotalVolunteersCnt
Total Gross UBI$374TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,974,288PYContributionsGrantsAmt
CY Contributions Grants$15,424,958CYContributionsGrantsAmt
PY Program Service Revenue$8,488PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$603,570PYInvestmentIncomeAmt
CY Investment Income$1,111,519CYInvestmentIncomeAmt
PY Other Revenue$302,218PYOtherRevenueAmt
CY Other Revenue$218,667CYOtherRevenueAmt
PY Total Revenue$25,888,564PYTotalRevenueAmt
CY Total Revenue$16,755,144CYTotalRevenueAmt
PY Grants And Similar Paid$916,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$517,629CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,845,555PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,786,903CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,467,496CYTotalFundraisingExpenseAmt
PY Other Expenses$13,313,397PYOtherExpensesAmt
CY Other Expenses$4,235,533CYOtherExpensesAmt
PY Total Expenses$25,075,452PYTotalExpensesAmt
CY Total Expenses$15,540,065CYTotalExpensesAmt
PY Revenues Less Expenses$813,112PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,215,079CYRevenuesLessExpensesAmt
Total Assets BOY$19,576,599TotalAssetsBOYAmt
Total Assets EOY$21,513,617TotalAssetsEOYAmt
Total Liabilities BOY$9,352,576TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,321,126TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,224,023NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,192,491NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERIDIAN'S MISSION IS TO STRENGTHEN ENGAGEMENT BETWEEN THE UNITED STATES AND THE WORLD THROUGH DIPLOMACY, LEADERSHIP AND CULTURE TO SOLVE SHARED GLOBAL CHALLENGES. MERIDIAN BELIEVES THE UNITED STATES IS STRONGER AND THE WORLD IS SAFER WHEN LEADERS COLLABORATE ACROSS COUNTRIES AND CULTURES. CORE VALUES ARE GLOBAL COMMUNITY; COLLABORATION; EQUITY, DIVERSITY & INCLUSION; AND INNOVATION. MERIDIAN'S INTEGRATED PROGRAMMING APPROACH BRINGS TOGETHER A CROSS-SECTION OF ESTABLISHED AND EMERGING LEADERS AND PROVIDES THEM WITH RESOURCES AND INSIGHTS ON KEY GLOBAL ISSUES THROUGH EXCHANGE, TRAINING & EDUCATION, CULTURE AND CONVENING PROGRAMS. THESE LEADERS DEVELOP AN INFORMED GLOBAL VIEW, CULTURAL AWARENESS AND COLLABORATIVE PEER NETWORKS THAT INCREASE THEIR EFFECTIVENESS. THIS TRANSLATES INTO BETTER DECISIONS AND OUTCOMES BENEFITTING INDIVIDUALS, COMMUNITIES, AND COUNTRIES AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,746,455ExpenseAmt
DescINTERNATIONAL VISITOR LEADERSHIP PROGRAM:FOR OVER 60 YEARS MERIDIAN HAS BEEN A PRINCIPAL PARTNER IN IMPLEMENTING THE INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP), THE U.S. DEPARTMENT OF STATE'S PREMIER PROFESSIONAL EXCHANGE PROGRAM. WORKING WITH THE BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS, IN A TYPICAL YEAR, MERIDIAN DEVELOPS AND ADMINISTERS APPROXIMATELY 1,800 IVLP PROJECTS FOR EMERGING INTERNATIONAL LEADERS, ABOUT ONE-THIRD OF THE TOTAL PROGRAM. THE PARTICIPANTS COME TO THE U.S. FROM AROUND THE WORLD AND REPRESENT DIVERSE FIELDS INCLUDING GOVERNMENT, POLITICS, MEDIA, EDUCATION AND THE JUDICIARY, AMONG OTHER SECTORS. MERIDIAN'S EFFORTS INCLUDE DESIGNING AND DEVELOPING PROGRAM CONTENT, INTRODUCING THE VISITORS TO AMERICAN SOCIETY AND CULTURE, AND MANAGING THE PROGRAM'S LOGISTICS. SINCE THE STATE DEPARTMENT SUSPENDED IN-PERSON EXCHANGES IN MARCH 2020, MERIDIAN HAS SUCCESSFULLY PIVOTED TO VIRTUAL OPERATIONS, DESIGNING AND ADMINISTERING NEW EXCHANGES, ALUMNI PROGRAMS AND SPECIAL SALON INITIATIVES. IN 2021, WE ARRANGED ITINERARIES OR VIRTUAL PROGRAMS FOR 1,090 PARTICIPANTS IN 94 PROJECTS. THE TOPICS OF THESE PROJECTS WERE DIVERSE, THE MOST COMMON THEMES BEING MINORITIES AND MULTI-ETHNIC DIVERSITY, VOLUNTEERISM, YOUTH DEVELOPMENT & LEADERSHIP, TRAFFICKING IN PERSONS, AND CYBERSECURITY JOURNALISM AND MEDIA. HIGHLIGHTS OF THIS YEAR'S PROGRAMS INCLUDED:-A GLOBAL MOMENT IN TIME: REFLECTIONS IN DIVERSITY, EQUITY, INCLUSION AND ACCESSIBILITY, A NEW INITIATIVE AND A FIRST LARGE-SCALE (86 PARTICIPANT) HYBRID PROGRAM.-INTERNATIONAL WOMEN OF COURAGE - AN ANNUAL PROJECT HELD IN CONJUNCTION WITH THE SECRETARY'S AWARD FOR INTERNATIONAL WOMEN OF COURAGE, THIS YEAR'S 13 AWARDEES PARTICIPATED IN A VIRTUAL PROJECT WITH INDIVIDUAL PROGRAMMING IN CITIES ACROSS THE COUNTRY.-TWO VIRTUAL IVLP ALUMNI SALON SERIES ON EFFECTIVE VOLUNTEER ENGAGEMENT DURING UNCERTAIN TIMES AND YOUTH CIVIC AND POLITICAL ENGAGEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,478,330ExpenseAmt
Grant$499,082GrantAmt
DescCUSTOMIZED EXCHANGE PROGRAMS:THESE OFFERINGS INCLUDE HIGH-QUALITY, CUSTOMIZED PEOPLE-TO-PEOPLE EXCHANGE PROGRAMS AND TRAININGS FOR PROFESSIONALS, YOUTH, AND EMERGING LEADERS THROUGHOUT THE WORLD. TOP PROGRAM AREAS AND THEMES FOR 2021 INCLUDE:-JOURNALISM AND MEDIA: MERIDIAN DEVELOPS AND IMPLEMENTS TRAINING AND REPORTING OPPORTUNITIES FOR INTERNATIONAL JOURNALISTS, MEDIA EXECUTIVES, PRODUCERS, AND INFLUENCERS. THESE PROGRAMS INCLUDE REPORTING TOURS, PROFESSIONAL RESIDENCIES, TRAINING INSTITUTES, AND SHORT-TERM STUDY TOURS DESIGNED TO SUPPORT PARTICIPANTS' PROFESSIONAL DEVELOPMENT AND TO CONNECT PARTICIPANTS WITH AMERICAN EXPERTS AND PEERS.-YOUTH LEADERSHIP AND EDUCATION: MERIDIAN PARTNERS WITH U.S. ORGANIZATIONS AND U.S. INSTITUTES OF HIGHER EDUCATION TO DEVELOP ACADEMIC AND LEADERSHIP RESIDENCY AND TRAINING PROGRAMS FOR INTERNATIONAL YOUTH PARTICIPANTS. THESE PROGRAMS ARE DESIGNED TO ESTABLISH LONG-LASTING AND POSITIVE RELATIONSHIPS BETWEEN THEIR PEERS AND U.S. CITIZENS.-OUTBOUND EXCHANGES: U.S. SUBJECT MATTER EXPERTS, PROFESSIONALS, AND ACADEMICS ENGAGE WITH AUDIENCES AROUND THE WORLD VIA VIRTUAL LECTURE SERIES AND SEMINARS, FOSTERING MEANINGFUL COLLABORATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, GOOD GOVERNANCE, AND JOURNALISM. DUE TO THE ONGOING COVID-19 PANDEMIC, MERIDIAN CONTINUED TO WORK WITH PROGRAM SPONSORS TO IMPLEMENT ENGAGING VIRTUAL EXCHANGE ACTIVITIES. NOTABLE PROGRAMS THIS YEAR INCLUDED:-THE CENTRAL ASIA MEDIA EXCHANGE PROGRAM DEVELOPED A VIRTUAL STUDY TOUR ON DETECTING AND COMBATTING DISINFORMATION FOR RUSSIAN-SPEAKING JOURNALISTS AND MEDIA SPECIALISTS AS WELL AS A VIRTUAL REPORTING TOUR ON WOMEN IN GOVERNMENT, CONNECTING JOURNALISTS WITH WOMEN LEADERS IN GOVERNMENT, CIVIL SOCIETY, AND RELIGION. THE CENTRAL ASIAN SUMMER JOURNALISM INSTITUTE PROVIDED FOUR WEEKS OF VIRTUAL TRAINING FOR 39 EARLY-CAREER JOURNALISTS AND JOURNALISM STUDENTS, IMPLEMENTED IN PARTNERSHIP WITH THE AMERICAN UNIVERSITY OF CENTRAL ASIA.MERIDIAN'S U.S. SCIENCE ENVOYS PROGRAM, SPONSORED BY THE U.S. DEPARTMENT OF STATE'S OFFICE OF SCIENCE AND TECHNOLOGY COOPERATION, IMPLEMENTED A HYBRID PACIFIC HEALTH SECURITY AND CLIMATE RESILIENCE SYMPOSIUM IN JUNE 2021 TO COMPLEMENT THE PROGRAM'S VIRTUAL ENGAGEMENT STRATEGY, DIGITALLY INFORMING AND PERSUADING FOREIGN AUDIENCES ABOUT U.S. LEADERSHIP IN THE GLOBAL SCIENTIFIC ENTERPRISE. THE EVENT BROADCASTED LIVE FROM THE U.S. CONSULATE IN AUCKLAND, NEW ZEALAND, WHILE VIRTUALLY CONVENING ESTEEMED SCIENTISTS FROM ACROSS THE PACIFIC. THE SYMPOSIUM SHOWCASED THE U.S. SCIENCE PROGRAM, THE DIMINISHING DENGUE REPORT, AND PACIFIC EXPERTISE ON HEALTH SECURITY AND CLIMATE RESILIENCE. IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE, MERIDIAN WELCOMES INTERNATIONAL UNDERGRADUATE STUDENT LEADERS EACH YEAR TO ENGAGE WITH U.S. CULTURE AND DEVELOP GLOBAL LEADERSHIP SKILLS THROUGH THE STUDY OF U.S. INSTITUTES (SUSI) FOR GLOBAL STUDENT LEADERS PROGRAM. VIA PARTNERSHIPS WITH FIVE U.S. UNIVERSITIES AND A SERIES OF INTERACTIVE CLASSROOM ACTIVITIES, COMMUNITY-BASED PROJECTS, AND VIRTUAL SITE VISITS TO U.S. CITIES, SUSI STUDENTS EXPERIENCE AN IN-DEPTH INVESTIGATION INTO PROGRAM THEMES AND ENHANCE THEIR UNDERSTANDING OF AMERICAN VALUES. IN 2021, MERIDIAN ENGAGED 92 STUDENTS FROM 19 COUNTRIES DURING ITS VIRTUAL SUMMER PROGRAM, ALONG WITH 120 ALUMNI VIA SYNCHRONOUS SKILLS-BUILDING SESSIONS. DURING SUSI'S 2021-2022 MINI GRANT FUNDING CYCLE, MERIDIAN SUPPORTED 44 SUSI COMMUNITY ACTION PROJECTS. MERIDIAN DESIGNED AND IMPLEMENTED 3 FULLY VIRTUAL PROGRAMS UNDER THE PAN-AFRICA YOUTH LEADERSHIP PROGRAM (PAYLP). MERIDIAN EQUIPPED OVER 135 HIGH SCHOOL STUDENTS AND ADULT EDUCATORS ACROSS 28 COUNTRIES IN SUB-SAHARAN AFRICA WITH THE TECHNOLOGY AND RESOURCES TO ENGAGE IN A 5-WEEK VIRTUAL LEADERSHIP PROGRAM. PARTICIPANTS LEARNED LEADERSHIP SKILLS, ENGAGED WITH AMERICAN PEN PALS AND PEERS, AND CULMINATED THEIR PROGRAM WITH CREATING AND PRESENTING COMMUNITY ACTION PLANS TO APPLY THE SKILLS AND TOOLS THEY LEARNED THROUGH PAYLP IN THEIR HOME COMMUNITIES. MANY OF THESE PLANS BECAME FUNDED PROJECTS IN 2022.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$752,746ExpenseAmt
Grant$18,548GrantAmt
DescCULTURAL PROGRAMS:MERIDIAN IS THE LEADING CENTER IN THE UNITED STATES THAT EMPLOYS THE ARTS AND CULTURE AS AN EFFECTIVE TOOL OF DIPLOMACY AND CROSS-CULTURAL UNDERSTANDING. FROM VIBRANT VISUAL ART DISPLAYS TO FILM SCREENINGS, DELEGATIONS AND CONCERTS, MERIDIAN'S CULTURAL PROGRAMS AIM TO STRENGTHEN RELATIONSHIPS AROUND THE WORLD BY BRINGING TOGETHER PEOPLE FROM DIVERSE COMMUNITIES TO CELEBRATE SHARED INTERESTS AND COMMON VALUES. ART EXHIBITIONS, IN ADDITION TO CULTURAL EXCHANGES RANGING FROM MURALS AND HIP HOP TO THEATRE ARTS, CREATE IMPACTFUL AND POSITIVE IMPRESSIONS OF THE UNITED STATES THAT ARE MORE IMPORTANT THAN EVER TO BOLSTER U.S. GLOBAL ENGAGEMENT. THESE EXHIBITIONS HAVE REACHED MILLIONS OF PEOPLE IN MORE THAN 310 CITIES IN 79 COUNTRIES WORLDWIDE. MAJOR CULTURAL PROGRAMS IN 2021 INCLUDED THE UAE-U.S.: 50 YEARS IN PARTNERSHIP EXHIBITION, A RETROSPECTIVE ON U.S.- U.A.E. RELATIONS SHOWN THROUGH DIPLOMATIC EXCHANGES AND CULTURAL TIES IN PARTNERSHIP WITH U.S. EMBASSY ABU DHABI AND THE UAE EMBASSY IN WASHINGTON, D.C. IN ADDITION, MERIDIAN ORGANIZED AN ORIENTATION FOR HIP HOP ARTIST-EDUCATORS THROUGH NEXT LEVEL, A PROGRAM ORGANIZED IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE AND THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. OTHER CULTURAL PROGRAMS INCLUDED A SYMPOSIUM FOR SCHOLARS TO SHARE THEIR RESEARCH ON CULTURAL DIPLOMACY AS PART OF THE GLOBAL HUMANITIES INITIATIVE WITH THE NATIONAL ENDOWMENT FOR THE HUMANITIES, A PANEL DISCUSSION ON THE LEGACY OF AFRICAN AMERICAN DIPLOMATS, AND AN ART EXHIBITION ON DISPLAY AT MERIDIAN HOUSE. MERIDIAN CONTINUES TO DIVERSIFY ITS CULTURAL OFFERINGS WITH BOTH THE PUBLIC AND PRIVATE SECTORS AND REMAINS A VITAL PARTNER FOR THE U.S. GOVERNMENT IN DEVELOPING ARTS PROGRAMS TO SUPPORT U.S. FOREIGN POLICY GOALS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$500,294ExpenseAmt
Revenue$0RevenueAmt
DescDIPLOMACY PROGRAMS:MERIDIAN'S CENTER FOR DIPLOMATIC ENGAGEMENT IS AN EDUCATIONAL AND NETWORKING HUB THAT PROMOTES COLLABORATION BETWEEN THE INTERNATIONAL DIPLOMATIC CORPS AND THE U.S. PUBLIC AND PRIVATE SECTORS TO ADDRESS GLOBAL CHALLENGES AND OPPORTUNITIES FACING THE UNITED STATES AND THE WORLD. IN 2021, 466 DIPLOMATS FROM 119 EMBASSIES PARTICIPATED IN THE DIPLOMATIC ENGAGEMENT CENTER'S 31 DIALOGUES AND OTHER ENGAGEMENTS ALONGSIDE OVER 1,700 GOVERNMENT, BUSINESS, CIVIL SOCIETY, AND NEXT GENERATION LEADERS. WHILE MOST WERE VIRTUAL DUE TO THE PANDEMIC, THESE PROGRAMS INCLUDE POLICY ROUNDTABLES, STRATEGY SESSIONS, PANEL DISCUSSIONS, RECEPTIONS, SEMINARS, AND SUMMITS. MERIDIAN'S INSIGHTS AND DIPLOCRAFT SERIES CONSTITUTE THE BULK OF THE PROGRAMS. INSIGHTS PROVIDES INTERNATIONAL AMBASSADORS WITH AN OPPORTUNITY TO HEAR DIRECTLY FROM LEADERS AT THE FEDERAL LEVEL AS WELL AS THE SUBNATIONAL LEVEL. DIPLOCRAFT IS A PLATFORM FOR DIPLOMATS TO EXPLORE AND DISCUSS POLICY ISSUES FROM MULTIPLE PERSPECTIVES TO BETTER UNDERSTAND THE U.S. GOVERNMENT AND POLITICAL SYSTEM. PROGRAMS IN 2021 INCLUDED DISCUSSIONS ON U.S. FEDERALISM, DEMOCRACY, SUPPLY CHAIN RESILIENCE, GLOBAL ENERGY TRANSITION, THINK TANKS, VACCINE EQUITY, FOREIGN ASSISTANCE, PUBLIC PRIVATE PARTNERSHIPS, AND CORPORATE DIVERSITY AND INCLUSION INITIATIVES. MERIDIAN'S FLAGSHIP EVENTS ARE THE ANNUAL GLOBAL LEADERSHIP SUMMIT AND DIPLOMACY FORUM. THE OCTOBER 2020 SUMMIT EXPLORED THE RISE OF GLOBAL HEALTH DIPLOMACY AND HOW THE TRADITIONAL DIPLOMATIC PRINCIPLES OF LEADERSHIP, TRUST, RELATIONSHIP BUILDING AND ENGAGEMENT ALONGSIDE TECHNOLOGICAL AND SCIENTIFIC INNOVATIONSWILL SHAPE HOW WE RECOVER FROM THE LARGEST ECONOMIC AND HEALTH CRISIS OF OUR LIFETIME. MEMBERS OF CONGRESS, INTERNATIONAL AMBASSADORS, CEOS, AND JOURNALISTS WERE AMONG THE FEATURED SPEAKERS. THE 2021 DIPLOMACY FORUM ADDRESSED WAYS TO STRENGTHEN AMERICAN STATECRAFT AND REBUILD BI-LATERAL AND MULTI-LATERAL RELATIONSHIPS IN AREAS SUCH AS GLOBAL HEALTH, CLIMATE CHANGE AND CYBER SECURITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$500,294TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$8,477,825TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document190IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee136EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHERESA FURMANPersonNm
Phone2029395532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11630 CRESCENT PLACE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BONNIE LARSON
TRUSTEE1.00Yes (X)$0$0$0
HON ANN STOCK
TRUSTEE1.00Yes (X)$0$0$0
HON FRED HOCHBERG
TRUSTEE1.00Yes (X)$0$0$0
HON DWIGHT BUSH
TRUSTEE1.00Yes (X)$0$0$0
HON KATHRYN WALT-HALL
TRUSTEE1.00Yes (X)$0$0$0
HON ISRAEL HERNANDEZ
TRUSTEE1.00Yes (X)$0$0$0
ROBERT ABERNETHY
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL ALLEN
TRUSTEE1.00Yes (X)$0$0$0
BELA BAJARA
TRUSTEE1.00Yes (X)$0$0$0
CELESTE MELLET
TRUSTEE1.00Yes (X)$0$0$0
JOE DALY
TRUSTEE1.00Yes (X)$0$0$0
THERESA FARIELLO
TRUSTEE1.00Yes (X)$0$0$0
MEGAN BEYER
TRUSTEE1.00Yes (X)$0$0$0
ROY KAPANI
TRUSTEE1.00Yes (X)$0$0$0
RANDI LEVINE
TRUSTEE1.00Yes (X)$0$0$0
LISA ROSS
TRUSTEE1.00Yes (X)$0$0$0
SEAN C CAHILL
TRUSTEE1.00Yes (X)$0$0$0
STEVEN QUAMME
TRUSTEE1.00Yes (X)$0$0$0
TOM HIGGINS
TRUSTEE1.00Yes (X)$0$0$0
BRAD KNOX
TRUSTEE1.00Yes (X)$0$0$0
HON DREW MALONEY
TRUSTEE1.00Yes (X)$0$0$0
FRED HUMPHRIES
TRUSTEE1.00Yes (X)$0$0$0
SOLEDAD HURST
TRUSTEE1.00Yes (X)$0$0$0
HON DANIEL YOHANNES
TRUSTEE1.00Yes (X)$0$0$0
LEE SATTERFIELD
PRESIDENT & COO40.00Yes (X)$240,883$0$46,112Yes (X)
HON STUART W HOLLIDAY
CEO40.00$344,421$0$60,542Yes (X)
SUSAN CABIATI
SR. VICE PRESIDENT, PED40.00$165,357$0$35,435Yes (X)
THERESA FURMAN
CHIEF FINANCIAL OFFICER40.00$183,829$0$33,308Yes (X)
KELLY CAMPAGNE
CTAO40.00$163,421$0$39,203Yes (X)
NATALIE HALLAHAN
SR VP, EXTERNAL AFFAIRS40.00$199,835$0$42,703Yes (X)
PURU TRIVEDI
DIRECTOR, EVENTS40.00$166,265$0$11,126Yes (X)
SILBI STAINTON
SENIOR DIRECTOR, DEVELOPMENT40.00$125,310$0$18,323Yes (X)
BETH HAILE
DIRECTOR, FINANCE40.00$123,117$0$30,728Yes (X)
HENRY COLLINS
VP/DEPUTY, INT'L VISITORS LEADERSHIP PRO.40.00$126,501$0$19,594Yes (X)
TERRY HARVEY
VP, MER. CENTER FOR CULTURAL DIPLOMACY40.00$123,037$0$13,915Yes (X)
DALLAS PEARSON
DIRECTOR, FIN. PLANNING & ANALYSIS40.00$124,617$0$22,329Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,086,593TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$373,318TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RSM LLP
331 WEST THIRD ST SUITE 200DAVENPORTIA52801PROFESSIONAL SERVICES$260,975
ARMFIELD HARRISON & THOMAS INC
20 S KING STREETLEESBURGVA20175INSURANCE SERVICES$203,706
MHC GROUP LLC
7927 JONES BRANCH DR SUITE 420FALLS CHURCHVA22102PROFESSIONAL SERVICES$130,596
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$974,914FundraisingAmt
Government Grants$11,169,867GovernmentGrantsAmt
All Other Contributions$3,280,177AllOtherContributionsAmt
Noncash Contributions$3,000NoncashContributionsAmt
Total Contributions$15,424,958TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,256TotalRevenueColumnAmt
Exclusion$112,256ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$340,374RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$26,814RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$313,560RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$313,560TotalRevenueColumnAmt
Unrelated Business Revenue$374UnrelatedBusinessRevenueAmt
Exclusion$313,186ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,716,800SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,666,919SecuritiesAmt
Other$50,618OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,049,881SecuritiesAmt
Other-$50,618OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$999,263TotalRevenueColumnAmt
Exclusion$999,263ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$33,710FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$974,914ContriRptFundraisingEventAmt
Fundraising Direct Expenses$128,603FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$94,893TotalRevenueColumnAmt
Exclusion-$94,893ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,755,144TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$374UnrelatedBusinessRevenueAmt
Exclusion$1,329,812ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$441,990TotalAmt
Program Services$441,990ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$75,639TotalAmt
Program Services$75,639ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,086,591TotalAmt
Program Services$419,649ProgramServicesAmt
Management And General$1,134,266ManagementAndGeneralAmt
Fundraising$532,676FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,625,978TotalAmt
Program Services$4,554,259ProgramServicesAmt
Management And General$1,595,053ManagementAndGeneralAmt
Fundraising$476,666FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$677,921TotalAmt
Program Services$397,761ProgramServicesAmt
Management And General$221,518ManagementAndGeneralAmt
Fundraising$58,642FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,164,816TotalAmt
Program Services$685,613ProgramServicesAmt
Management And General$347,265ManagementAndGeneralAmt
Fundraising$131,938FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$231,597TotalAmt
Program Services$205,751ProgramServicesAmt
Management And General-$11,288ManagementAndGeneralAmt
Fundraising$37,134FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,518TotalAmt
Management And General$21,518ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$106,800TotalAmt
Program Services$31,200ProgramServicesAmt
Management And General$75,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$54,445TotalAmt
Management And General$54,445ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,306,016TotalAmt
Program Services$611,499ProgramServicesAmt
Management And General$564,288ManagementAndGeneralAmt
Fundraising$130,229FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,229TotalAmt
Program Services$6,373ProgramServicesAmt
Management And General$4,723ManagementAndGeneralAmt
Fundraising$1,133FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,845TotalAmt
Program Services$21,282ProgramServicesAmt
Management And General$56,311ManagementAndGeneralAmt
Fundraising$17,252FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$280,484TotalAmt
Program Services$80,943ProgramServicesAmt
Management And General$184,310ManagementAndGeneralAmt
Fundraising$15,231FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$583,874TotalAmt
Program Services$87,321ProgramServicesAmt
Management And General$485,909ManagementAndGeneralAmt
Fundraising$10,644FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$173,600TotalAmt
Program Services$160,421ProgramServicesAmt
Management And General$4,007ManagementAndGeneralAmt
Fundraising$9,172FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$734,896TotalAmt
Program Services$675,285ProgramServicesAmt
Management And General$29,752ManagementAndGeneralAmt
Fundraising$29,859FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$115,726TotalAmt
Management And General$115,726ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$466,199TotalAmt
Management And General$466,199ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$143,296TotalAmt
Program Services$2,860ProgramServicesAmt
Management And General$140,436ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$141,605TotalAmt
Program Services$19,979ProgramServicesAmt
Management And General$104,706ManagementAndGeneralAmt
Fundraising$16,920FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,540,065TotalAmt
Program Services$8,477,825ProgramServicesAmt
Management And General$5,594,744ManagementAndGeneralAmt
Fundraising$1,467,496FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,700BOYAmt
EOY$1,700EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,911,557BOYAmt
EOY$4,514,795EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,646,469BOYAmt
EOY$1,901,543EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$117,774BOYAmt
EOY$471,440EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$347,386BOYAmt
EOY$654,380EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,980,206LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,124,440LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,281,208BOYAmt
EOY$3,855,766EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,080,586BOYAmt
EOY$8,841,210EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,189,919BOYAmt
EOY$1,272,783EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,576,599BOYAmt
EOY$21,513,617EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,017,311BOYAmt
EOY$2,180,462EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,140,926BOYAmt
EOY$4,563,982EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,545,008BOYAmt
EOY$2,996,252EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$649,331BOYAmt
EOY$580,430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,352,576BOYAmt
EOY$10,321,126EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,249,701BOYAmt
EOY$10,444,255EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$974,322BOYAmt
EOY$748,236EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,224,023BOYAmt
EOY$11,192,491EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,576,599BOYAmt
EOY$21,513,617EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,215,079ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$198,349NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$48,262OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,725,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,624,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,716,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,974,188CurrentTaxYearMinus1YearAmt
Current Tax Year$15,424,958CurrentTaxYearAmt
Total$150,464,526TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,725,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,624,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,716,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,974,188CurrentTaxYearMinus1YearAmt
Current Tax Year$15,424,958CurrentTaxYearAmt
Total$150,464,526TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$150,464,526PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$710,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$651,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$311,958CurrentTaxYearMinus1YearAmt
Current Tax Year$452,630CurrentTaxYearAmt
Total$2,888,980TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$8,615CurrentTaxYearMinus2YearsAmt
Total$8,615TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,267CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350,259CurrentTaxYearMinus1YearAmt
Current Tax Year$33,710CurrentTaxYearAmt
Total$644,624TotalAmt
FieldValueIRS element (for citing)
Total Support$154,006,745TotalSupportAmt
Gross Receipts Rltd Activities$60,841GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97700PublicSupportCY170Pct
Public Support PY1700.97840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationFUNDRAISING INCOME - 2016 AMOUNT: $ 33,538. 2017 AMOUNT: $ 106,600. 2018 AMOUNT: $ 108,850. 2019 AMOUNT: $ 350,259. 2020 AMOUNT: $ 33,710. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 7,000. 2017 AMOUNT: $ 4,667.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$249,850AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,080,586BeginningYearBalanceAmt
Investment Earnings Or Losses$962,483InvestmentEarningsOrLossesAmt
Other Expenditures$350,015OtherExpendituresAmt
Administrative Expenses$54,429AdministrativeExpensesAmt
End Year Balance$8,638,625EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,824,746BeginningYearBalanceAmt
Investment Earnings Or Losses$803,843InvestmentEarningsOrLossesAmt
Other Expenditures$500,000OtherExpendituresAmt
Administrative Expenses$48,003AdministrativeExpensesAmt
End Year Balance$8,080,586EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,436,217BeginningYearBalanceAmt
Investment Earnings Or Losses$1,001,073InvestmentEarningsOrLossesAmt
Other Expenditures$563,000OtherExpendituresAmt
Administrative Expenses$49,544AdministrativeExpensesAmt
End Year Balance$7,824,746EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,170,920BeginningYearBalanceAmt
Investment Earnings Or Losses$819,399InvestmentEarningsOrLossesAmt
Other Expenditures$507,585OtherExpendituresAmt
Administrative Expenses$46,517AdministrativeExpensesAmt
End Year Balance$7,436,217EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,612,137BeginningYearBalanceAmt
Investment Earnings Or Losses$899,476InvestmentEarningsOrLossesAmt
Other Expenditures$300,000OtherExpendituresAmt
Administrative Expenses$40,693AdministrativeExpensesAmt
End Year Balance$7,170,920EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.92000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.08000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$735,695OtherCostOrOtherBasisAmt
Book Value$735,695BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,500,065OtherCostOrOtherBasisAmt
Depreciation$1,649,129DepreciationAmt
Book Value$850,936BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,819,846OtherCostOrOtherBasisAmt
Depreciation$6,217,900DepreciationAmt
Book Value$1,601,946BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,651,648OtherCostOrOtherBasisAmt
Depreciation$2,237,497DepreciationAmt
Book Value$414,151BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$272,952OtherCostOrOtherBasisAmt
Depreciation$19,914DepreciationAmt
Book Value$253,038BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,855,766TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
PROPERTY HELD FOR SALE$1,055,937
DEFERRED COMP ASSET$216,846
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,272,783TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CAPITAL LEASE$5,911
DEFERRED COMP LIABILITY$216,846
REFUNDABLE ADVANCE - PAYCHECK PROTECTION$357,673
FieldValueIRS element (for citing)
Total Liability$580,430TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,609,505TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$198,349NetUnrealizedGainsInvstAmt
Other Revenue-$48,262OtherRevenueAmt
Revenue Not Reported-$246,611RevenueNotReportedAmt
Revenue Subtotal$16,856,116RevenueSubtotalAmt
Investment Expenses Not Incld$54,445InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$155,417OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$100,972RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,755,144TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,641,037TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$155,417OtherExpensesIncludedAmt
Expenses Not Reported$155,417ExpensesNotReportedAmt
Expenses Subtotal$15,485,620ExpensesSubtotalAmt
Investment Expenses Not Incld2$54,445InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$54,445ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,540,065TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2D - OTHER ADJUSTMENTS:LOSS ON EXTINGUISHMENT OF DEBT -48,262.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B -128,603. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -26,814.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 128,603. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 26,814.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
EAST ASIA AND THE PACIFIC00GRANTMAKING$438
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$43,165
SUB-SAHARAN AFRICA00GRANTMAKING$499
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$287
SOUTH ASIA00GRANTMAKING$31,250
EAST ASIA AND THE PACIFIC00PROGRAM SERVICE$67,297TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$84,134TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$25,100TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
NORTH AMERICA00PROGRAM SERVICES$5,103TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICES$27,657TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
SOUTH AMERICA00PROGRAM SERVICES$12,715TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
SOUTH ASIA00PROGRAM SERVICES$39,200TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00PROGRAM SERVICES$62,811TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS.
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$252,170SubtotalSpentAmt
Continuation Spent$147,486ContinuationSpentAmt
Total Spent$399,656TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
RUSSIA AND NEIGHBORING STATESGRANT TO AMERICAN UNIVERSITY OF CENTRAL ASIA$42,307CASH
SOUTH ASIAGRANT TO AFGHANISTAN'S NEW GENERATION ORGANIZATION (ANGO)$30,425CASH
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLOBAL LEADERSHIP SUMMITEvent1Nm
Gross Receipts Event1$807,279GrossReceiptsEvent1Amt
Charitable Contri Event1$776,629CharitableContriEvent1Amt
Gross Revenue Event1$30,650GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,688RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,741FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$29,202OtherDirectExpensesEvent1Amt
Event2CULTUREFIXEvent2Nm
Gross Receipts Event2$201,345GrossReceiptsEvent2Amt
Charitable Contri Event2$198,285CharitableContriEvent2Amt
Gross Revenue Event2$3,060GrossRevenueEvent2Amt
Rent Facility Costs Event2$7,509RentFacilityCostsEvent2Amt
Food And Beverage Event2$15,295FoodAndBeverageEvent2Amt
Entertainment Event2$612EntertainmentEvent2Amt
Other Direct Expenses Event2$56,556OtherDirectExpensesEvent2Amt
Gross Receipts Total$1,008,624GrossReceiptsTotalAmt
Charitable Contributions Tot$974,914CharitableContributionsTotAmt
Gross Revenue Total Events$33,710GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$22,197RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,036FoodAndBeverageTotalEventsAmt
Entertainment Total Events$612EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$85,758OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$128,603DirectExpenseSummaryEventsAmt
Net Income Summary-$94,893NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
BARD COLLEGE
PO BOX 5000ANNANDALE ON HUDSONNY12504141713034501C3$45,452PROGRAM SUPPORT
DIALOGUE INSTITUTE
1700 NORTH BROAD STREET SUITE 315PHILADELPHIAPA19121232715057501C3$58,809PROGRAM SUPPORT
FOUNDATION FOR INT'L UNDERSTANDING THROUGH STUDENTS
UNIVERSITY OF WASHINGTON BOX 352233SEATTLEWA98195910646781501C3$45,404PROGRAM SUPPORTHUB 206
GLOBAL TIES ALABAMA
555 SPARKMAN DRIVE NW BUILDING 800HUNTSVILLEAL35816630506191501C3$15,470PROGRAM SUPPORTSUITE 800
GLOBAL TIES DETROIT
440 BURROUGHS ST STE 329DETROITMI48202381981715501C3$42,820PROGRAM SUPPORT
GLOBAL TIES KC
30 WEST PERSHING ROAD SUITE 405KANSAS CITYMO64108431727811501C3$27,892PROGRAM SUPPORT
NORTHERN NEVADA INTERNATIONAL CENTER
855 WEST SEVENTH STREET SUITE 270RENONV64108942796785501C3$46,404PROGRAM SUPPORT
TEXAS INTERNATIONAL EDUCATION CONSORTIUM
1103 WEST 24TH STREETAUSTINTX78705742383582501C3$12,506PROGRAM SUPPORT
UNIVERSITY OF MASSACHUSETTS
100 VENTURE WAY SUITE 9 3RD FLOORHADLEYMA01035043167352501C1$68,184PROGRAM SUPPORT
UNIVERSITY OF NORTH CAROLINA
POBOX 402420ATLANTAGA30384566001393501C3$18,547PROGRAM SUPPORT
WORLDOREGON
1207 SW BROADWAY SUITE 300PORTLANDOR97205930568356501C3$38,032PROGRAM SUPPORT
VERMONT COUNCIL ON WORLD AFFAIRS
370 SHELBURNE ROAD 4611BURLINGTONVT05401036010787501C3$20,602PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMERIDIAN 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HON STUART W HOLLIDAY
CEO$306,631$0$31,700$0$6,090$0$49,332$0$11,210$0$404,963$0$0$0
LEE SATTERFIELD
PRESIDENT & COO$234,118$0$5,000$0$1,765$0$43,606$0$2,506$0$286,995$0$0$0
NATALIE HALLAHAN
SR VP, EXTERNAL AFFAIRS$181,035$0$18,000$0$800$0$13,181$0$29,522$0$242,538$0$0$0
THERESA FURMAN
CHIEF FINANCIAL OFFICER$171,639$0$10,500$0$1,690$0$18,923$0$14,385$0$217,137$0$0$0
KELLY CAMPAGNE
CTAO$151,681$0$10,000$0$1,740$0$17,128$0$22,075$0$202,624$0$0$0
SUSAN CABIATI
SR. VICE PRESIDENT, PED$158,777$0$0$0$6,580$0$17,087$0$18,348$0$200,792$0$0$0
PURU TRIVEDI
DIRECTOR, EVENTS$145,379$0$20,000$0$886$0$0$0$11,126$0$177,391$0$0$0
BETH HAILE
DIRECTOR, FINANCE$117,472$0$5,000$0$645$0$12,903$0$17,825$0$153,845$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE 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.
PART I, LINE 7BONUSES ARE PAID OUT BASED ON FACTORS INCLUDING SENIORITY, PERFORMANCE, RATE OF PAY, AND AVAILABILITY OF FUNDS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, CONTINUED:WHEN LEADERS RETURN HOME AND IMPLEMENT CHANGE, THE IMPACT OF MERIDIAN'S PROGRAMS IS AMPLIFIED ACROSS NUMEROUS ARENAS, INCLUDING WOMEN AND GIRLS' EMPOWERMENT, BUSINESS AND TRADE, HUMAN AND CIVIL RIGHTS, AND ENERGY AND THE ENVIRONMENT. DIRECTLY IMPACTING THE QUALITY OF LIFE FOR PEOPLE AROUND THE GLOBE, THESE ISSUES ARE PIVOTAL TO MERIDIAN'S VISION OF A MORE SECURE AND PROSPEROUS WORLD TODAY AND FOR GENERATIONS TO COME.
FORM 990, PART VI, SECTION B, LINE 11BMERIDIAN'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 TRUSTES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, 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 15CEO 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/CHIEF OPERATING OFFICER AND THE CHIEF TALENT & ADMINISTRATIVE OFFICER.
FORM 990, PART VI, SECTION C, LINE 19MERIDIAN 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 XI, LINE 9:LOSS OF EXTINGUISHMENT OF DEBT -48,262.
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.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN GLOBAL LEADERSHIP INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11630 CRESCENT PLACE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
EIN462612419EIN
Primary ActivitiesEDUCATION & TRAININGPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN INTERNATIONAL CENTERBusinessNameLine1Txt

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