2022-04-12T09:28:42-05:00 2021-09-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2020-10-01 530259663 MERIDIAN INTERNATIONAL CENTER MERI 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THERESA FURMAN CHIEF FINANCIAL OFFICER 2029395532 2022-04-11 1 THERESA FURMAN 999009999 KRISTEN BARNETT P01234578 8133162300 2022-04-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z STUART HOLLIDAY 1630 CRESCENT PLACE NW WASHINGTON DC 20009 19628098 0 X WWW.MERIDIAN.ORG X 1960 DC MERIDIAN IS A NONPARTISAN, NONPROFIT DIPLOMACY CENTER THAT CONNECTS LEADERS THROUGH CULTURE AND COLLABORATION TO DRIVE SOLUTIONS FOR GLOBAL CHALLENGES. 25 24 136 24 374 0 24974288 15424958 8488 0 603570 1111519 302218 218667 25888564 16755144 916500 517629 0 0 10845555 10786903 0 0 1467496 13313397 4235533 25075452 15540065 813112 1215079 19576599 21513617 9352576 10321126 10224023 11192491 X MERIDIAN'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. 0 0 4746455 INTERNATIONAL 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. 2478330 499082 CUSTOMIZED 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. 752746 18548 CULTURAL 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. 500294 0 DIPLOMACY 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. 500294 0 8477825 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 190 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 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 BONNIE LARSON TRUSTEE 1.00 X 0 0 0 HON ANN STOCK TRUSTEE 1.00 X 0 0 0 HON FRED HOCHBERG TRUSTEE 1.00 X 0 0 0 HON DWIGHT BUSH TRUSTEE 1.00 X 0 0 0 HON KATHRYN WALT-HALL TRUSTEE 1.00 X 0 0 0 HON ISRAEL HERNANDEZ TRUSTEE 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 BAJARA TRUSTEE 1.00 X 0 0 0 CELESTE MELLET TRUSTEE 1.00 X 0 0 0 JOE DALY TRUSTEE 1.00 X 0 0 0 THERESA FARIELLO TRUSTEE 1.00 X 0 0 0 MEGAN BEYER TRUSTEE 1.00 X 0 0 0 ROY KAPANI TRUSTEE 1.00 X 0 0 0 RANDI LEVINE TRUSTEE 1.00 X 0 0 0 LISA ROSS TRUSTEE 1.00 X 0 0 0 SEAN C CAHILL TRUSTEE 1.00 X 0 0 0 STEVEN QUAMME TRUSTEE 1.00 X 0 0 0 TOM HIGGINS TRUSTEE 1.00 X 0 0 0 BRAD KNOX TRUSTEE 1.00 X 0 0 0 HON DREW MALONEY TRUSTEE 1.00 X 0 0 0 FRED HUMPHRIES TRUSTEE 1.00 X 0 0 0 SOLEDAD HURST TRUSTEE 1.00 X 0 0 0 HON DANIEL YOHANNES TRUSTEE 1.00 X 0 0 0 LEE SATTERFIELD PRESIDENT & COO 40.00 X X 240883 0 46112 HON STUART W HOLLIDAY CEO 40.00 X 344421 0 60542 SUSAN CABIATI SR. VICE PRESIDENT, PED 40.00 X 165357 0 35435 THERESA FURMAN CHIEF FINANCIAL OFFICER 40.00 X 183829 0 33308 KELLY CAMPAGNE CTAO 40.00 X 163421 0 39203 NATALIE HALLAHAN SR VP, EXTERNAL AFFAIRS 40.00 X 199835 0 42703 PURU TRIVEDI DIRECTOR, EVENTS 40.00 X 166265 0 11126 SILBI STAINTON SENIOR DIRECTOR, DEVELOPMENT 40.00 X 125310 0 18323 BETH HAILE DIRECTOR, FINANCE 40.00 X 123117 0 30728 HENRY COLLINS VP/DEPUTY, INT'L VISITORS LEADERSHIP PRO. 40.00 X 126501 0 19594 TERRY HARVEY VP, MER. CENTER FOR CULTURAL DIPLOMACY 40.00 X 123037 0 13915 DALLAS PEARSON DIRECTOR, FIN. PLANNING & ANALYSIS 40.00 X 124617 0 22329 2086593 0 373318 12 0 1 0 RSM LLP 331 WEST THIRD ST SUITE 200 DAVENPORT IA 52801 PROFESSIONAL SERVICES 260975 ARMFIELD HARRISON & THOMAS INC 20 S KING STREET LEESBURG VA 20175 INSURANCE SERVICES 203706 MHC GROUP LLC 7927 JONES BRANCH DR SUITE 420 FALLS CHURCH VA 22102 PROFESSIONAL SERVICES 130596 3 974914 11169867 3280177 3000 15424958 112256 112256 340374 26814 313560 313560 374 313186 3716800 2666919 50618 1049881 -50618 999263 999263 33710 974914 128603 -94893 -94893 16755144 0 374 1329812 441990 441990 75639 75639 2086591 419649 1134266 532676 6625978 4554259 1595053 476666 677921 397761 221518 58642 1164816 685613 347265 131938 231597 205751 -11288 37134 21518 21518 106800 31200 75600 54445 54445 1306016 611499 564288 130229 12229 6373 4723 1133 94845 21282 56311 17252 280484 80943 184310 15231 583874 87321 485909 10644 173600 160421 4007 9172 734896 675285 29752 29859 115726 115726 466199 466199 143296 2860 140436 141605 19979 104706 16920 15540065 8477825 5594744 1467496 1700 1700 3911557 4514795 1646469 1901543 117774 471440 347386 654380 13980206 10124440 4281208 3855766 8080586 8841210 1189919 1272783 19576599 21513617 2017311 2180462 4140926 4563982 2545008 2996252 649331 580430 9352576 10321126 X 9249701 10444255 974322 748236 10224023 11192491 19576599 21513617 X 1215079 -198349 -48262 X X 0 1 X 1 1 1 X 33725029 35624129 40716222 24974188 15424958 150464526 33725029 35624129 40716222 24974188 15424958 150464526 150464526 762496 710865 651031 311958 452630 2888980 8615 8615 40538 111267 108850 350259 33710 644624 154006745 60841 0.97700 0.97840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 249850 X X 0 8080586 962483 350015 54429 8638625 7824746 803843 500000 48003 8080586 7436217 1001073 563000 49544 7824746 7170920 819399 507585 46517 7436217 6612137 899476 300000 40693 7170920 0.92000 0.08000 0.00000 0 0 735695 735695 2500065 1649129 850936 7819846 6217900 1601946 2651648 2237497 414151 272952 19914 253038 3855766 PROPERTY HELD FOR SALE 1055937 DEFERRED COMP ASSET 216846 1272783 CAPITAL LEASE 5911 DEFERRED COMP LIABILITY 216846 REFUNDABLE ADVANCE - PAYCHECK PROTECTION 357673 580430 X 16609505 -198349 -48262 -246611 16856116 54445 -155417 -100972 16755144 15641037 155417 155417 15485620 54445 54445 15540065 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. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 438 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 43165 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 499 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 287 SOUTH ASIA 0 0 GRANTMAKING 31250 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 67297 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 84134 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 25100 NORTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 5103 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 27657 SOUTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 12715 SOUTH ASIA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 39200 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 62811 0 0 0 0 0 0 252170 147486 399656 RUSSIA AND NEIGHBORING STATES GRANT TO AMERICAN UNIVERSITY OF CENTRAL ASIA 42307 CASH SOUTH ASIA GRANT TO AFGHANISTAN'S NEW GENERATION ORGANIZATION (ANGO) 30425 CASH 2 0 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. PART III ACCOUNTING METHOD: GLOBAL LEADERSHIP SUMMIT 807279 776629 30650 14688 4741 29202 CULTUREFIX 201345 198285 3060 7509 15295 612 56556 1008624 974914 33710 22197 20036 612 85758 128603 -94893 1 BARD COLLEGE PO BOX 5000 ANNANDALE ON HUDSON NY 12504 141713034 501C3 45452 PROGRAM SUPPORT DIALOGUE INSTITUTE 1700 NORTH BROAD STREET SUITE 315 PHILADELPHIA PA 19121 232715057 501C3 58809 PROGRAM SUPPORT FOUNDATION FOR INT'L UNDERSTANDING THROUGH STUDENTS UNIVERSITY OF WASHINGTON BOX 352233 HUB 206 SEATTLE WA 98195 910646781 501C3 45404 PROGRAM SUPPORT GLOBAL TIES ALABAMA 555 SPARKMAN DRIVE NW BUILDING 800 SUITE 800 HUNTSVILLE AL 35816 630506191 501C3 15470 PROGRAM SUPPORT GLOBAL TIES DETROIT 440 BURROUGHS ST STE 329 DETROIT MI 48202 381981715 501C3 42820 PROGRAM SUPPORT GLOBAL TIES KC 30 WEST PERSHING ROAD SUITE 405 KANSAS CITY MO 64108 431727811 501C3 27892 PROGRAM SUPPORT NORTHERN NEVADA INTERNATIONAL CENTER 855 WEST SEVENTH STREET SUITE 270 RENO NV 64108 942796785 501C3 46404 PROGRAM SUPPORT TEXAS INTERNATIONAL EDUCATION CONSORTIUM 1103 WEST 24TH STREET AUSTIN TX 78705 742383582 501C3 12506 PROGRAM SUPPORT UNIVERSITY OF MASSACHUSETTS 100 VENTURE WAY SUITE 9 3RD FLOOR HADLEY MA 01035 043167352 501C1 68184 PROGRAM SUPPORT UNIVERSITY OF NORTH CAROLINA POBOX 402420 ATLANTA GA 30384 566001393 501C3 18547 PROGRAM SUPPORT WORLDOREGON 1207 SW BROADWAY SUITE 300 PORTLAND OR 97205 930568356 501C3 38032 PROGRAM SUPPORT VERMONT COUNCIL ON WORLD AFFAIRS 370 SHELBURNE ROAD 4611 BURLINGTON VT 05401 036010787 501C3 20602 PROGRAM SUPPORT 11 1 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 X 0 0 0 0 0 0 0 1 0 HON STUART W HOLLIDAY CEO 306631 0 31700 0 6090 0 49332 0 11210 0 404963 0 0 0 LEE SATTERFIELD PRESIDENT & COO 234118 0 5000 0 1765 0 43606 0 2506 0 286995 0 0 0 NATALIE HALLAHAN SR VP, EXTERNAL AFFAIRS 181035 0 18000 0 800 0 13181 0 29522 0 242538 0 0 0 THERESA FURMAN CHIEF FINANCIAL OFFICER 171639 0 10500 0 1690 0 18923 0 14385 0 217137 0 0 0 KELLY CAMPAGNE CTAO 151681 0 10000 0 1740 0 17128 0 22075 0 202624 0 0 0 SUSAN CABIATI SR. VICE PRESIDENT, PED 158777 0 0 0 6580 0 17087 0 18348 0 200792 0 0 0 PURU TRIVEDI DIRECTOR, EVENTS 145379 0 20000 0 886 0 0 0 11126 0 177391 0 0 0 BETH HAILE DIRECTOR, FINANCE 117472 0 5000 0 645 0 12903 0 17825 0 153845 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. PART I, LINE 7 BONUSES ARE PAID OUT BASED ON FACTORS INCLUDING SENIORITY, PERFORMANCE, RATE OF PAY, AND AVAILABILITY OF FUNDS. 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 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 TRUSTES 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/CHIEF OPERATING OFFICER 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 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. MERIDIAN GLOBAL LEADERSHIP INSTITUTE 1630 CRESCENT PLACE NW WASHINGTON DC 20009 462612419 EDUCATION & TRAINING DC 0 0 MERIDIAN INTERNATIONAL CENTER