2021-07-29T12:47:16-05:00 2020-09-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2019-10-01 530259663 MERIDIAN INTERNATIONAL CENTER MERI 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THERESA FURMAN VP, FINANCE & ACCOUNTING 2029395532 2021-07-29 1 KRISTEN BARNETT P01234578 7033366400 2021-07-29 2019 2022-09-23 18:48:47Z STUART HOLLIDAY 1630 CRESCENT PLACE NW WASHINGTON DC 20009 28472841 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. 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. MERIDIAN IS DEVELOPING A MORE SECURE, PROSPEROUS AND INTERCONNECTED WORLD BY EMPOWERING GLOBAL LEADERS TO CREATE CHANGE, DRIVING SOLUTIONS TO GLOBAL CHALLENGES AND INCREASING MUTUAL UNDERSTANDING BETWEEN THE UNITED STATES AND OTHER COUNTRIES. 20 20 156 27 615 0 40716222 24974288 40665 8488 784617 603570 264122 302218 41805626 25888564 2037967 916500 0 0 11056276 10845555 0 0 1168743 27546660 13313397 40640903 25075452 1164723 813112 19348202 19576599 10136442 9352576 9211760 10224023 X SEE SCHEDULE O 0 0 12121748 INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP):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. WHEN THE STATE DEPARTMENT SUSPENDED IN-PERSON EXCHANGES IN MARCH 2020, MERIDIAN SUCCESSFULLY PIVOTED TO VIRTUAL OPERATIONS, DESIGNING AND ADMINISTERING NEW EXCHANGES, ALUMNI PROGRAMS AND SPECIAL INITIATIVES FOR 752 PARTICIPANTS (OF WHICH, 472 WERE VIRTUAL) IN 69 PROJECTS. THE TOPICS OF THESE 2020 PROJECTS WERE DIVERSE, THE MOST COMMON THEMES BEING WOMEN LEADERS, JOURNALISM, YOUTH, UNIVERSITY ADMINISTRATION, COUNTERING VIOLENT EXTREMISM, TRAFFICKING IN PERSONS, AND HEALTH. AMONG THE YEAR'S PROJECTS, THE HIGHLIGHTS INCLUDED:-A VIRTUAL IVLP ALUMNI SERIES ON THE GRIT AND RESILIENCY OF WOMEN ENTREPRENEURS LEADING THROUGH CRISIS THAT INVOLVED 65 ALUMNI IN DISCUSSION OF TOPICS AROUND WOMEN AND BUSINESS.-EDWARD R. MURROW PROGRAM FOR JOURNALISTS - RESEARCH AND INVESTIGATION FOR 12 JOURNALISTS FROM ACROSS THE WESTERN HEMISPHERE EXAMINED THE ROLE OF A FREE PRESS IN A DEMOCRACY.-U.S. FOREIGN POLICY GLOBAL CHALLENGES EXAMINED FOREIGN POLICY ISSUES OF CONCERN TO EUROPE AND THE UNITED STATES INCLUDING COUNTER TERRORISM AND SECURITY, TRANSATLANTIC RELATIONS, THE CHANGING ROLES OF INTERNATIONAL ORGANIZATIONS SUCH AS NATO AND THE UNITED NATIONS, AND GLOBAL TRADE TRENDS WHICH FRAME POSITIONS IN U.S. FOREIGN POLICY. 4808317 904290 8488 CUSTOMIZED EXCHANGE AND TRAINING PROGRAMS:THIS TEAM DELIVERS HIGH-QUALITY, CUSTOM PEOPLE-TO-PEOPLE EXCHANGE PROGRAMS AND TRAININGS FOR PROFESSIONALS, YOUTH, AND EMERGING LEADERS THROUGHOUT THE WORLD. TOP PROGRAM AREAS AND THEMES FOR 2020 INCLUDE:-JOURNALISM AND MEDIA: JOURNALISTS, PRODUCERS AND MEDIA PROFESSORS PARTICIPATE IN EITHER A PROFESSIONAL RESIDENCY OR A SHORT-TERM STUDY TOUR DESIGNED TO PROMOTE JOURNALISTIC INTEGRITY AND COMBATTING MISINFORMATION IN THE GLOBAL MEDIA. -YOUTH LEADERSHIP AND EDUCATION: MERIDIAN PARTNERS WITH U.S. ORGANIZATIONS AND U.S. INSTITUTES OF HIGHER EDUCATION TO DEVELOP ACADEMIC AND LEADERSHIP RESIDENCY PROGRAMS FOR INTERNATIONAL YOUTH PARTICIPANTS. THESE PROGRAMS ARE DESIGNED TO ESTABLISH LONG-LASTING AND POSITIVE RELATIONSHIPS BETWEEN THEIR PEERS AND THE U.S. CITIZENS THE PARTICIPANTS MEET THROUGHOUT THEIR TIME IN THE UNITED STATES.-OUTBOUND EXCHANGES: U.S. THEMATIC EXPERTS AND PROFESSIONALS ARE SENT ABROAD TO FACILITATE A SERIES OF LECTURES AND SEMINARS, FOSTERING MEANINGFUL COLLABORATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, GOOD GOVERNANCE, AND JOURNALISM. A PROGRAMMATIC HIGHLIGHT WAS THE SUCCESSFUL IMPLEMENTATION OF THE STUDY OF U.S. INSTITUTES PROGRAM, FUNDED BY THE EDUCATIONAL AND CULTURAL AFFAIRS BUREAU OF THE U.S. DEPARTMENT OF STATE. IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON, MERIDIAN DESIGNED A 4-WEEK ACADEMIC RESIDENCY PROGRAM FOR PARTICIPANTS FROM SUB-SAHARAN AFRICA. THE PROGRAM, STUDYING CIVIC ENGAGEMENT IN THE U.S. INCLUDED SERVICE ACTIVITIES, LEADERSHIP DEVELOPMENT SESSIONS, AND INTERACTION WITH AMERICAN PEERS. THE COVID-19 PANDEMIC PAUSED IN-PERSON INTERNATIONAL EXCHANGES, ALLOWING THE CUSTOMIZED EXCHANGES AND TRAININGS TEAM TO WORK WITH PROGRAM SPONSORS TO PIVOT TO VIRTUAL EXCHANGE ACTIVITIES. NOTABLE PROGRAMS THRIVING IN THIS NEW, VIRTUAL MODEL INCLUDE OUR U.S. SPEAKERS PROGRAMS (OUTBOUND EXCHANGES). A WEBINAR ON THE HISTORY OF DISINFORMATION, HOSTED IN PARTNERSHIP WITH THE U.S. EMBASSY IN PARIS, WAS SHARED WIDELY BY PROGRAM SPONSORS TO A TOTAL AUDIENCE OF OVER 46,000. ADDITIONALLY, MERIDIAN IMPLEMENTED THE FOREIGN PRESS CENTERS', ELECTIONS 2020: A VIRTUAL TOUR OF THE UNITED STATES AND THE AMERICAN ELECTORAL PROCESS, A LARGE PROGRAM THAT ENGAGED APPROXIMATELY 350 FOREIGN JOURNALISTS AND OFFERED AN IN-DEPTH LOOK AT THE U.S. ELECTORAL PROCESS. 943960 12210 CULTURAL DIPLOMACY PROGRAMS:THE MERIDIAN CENTER FOR CULTURAL DIPLOMACY 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 2020 INCLUDED THE ANCHORED IN ALLIANCE: CELEBRATING U.S.-BAHRAIN RELATIONS EXHIBITION, A RETROSPECTIVE ON U.S. BAHRAIN RELATIONS SHOWN THROUGH DIPLOMATIC EXCHANGES AND CULTURAL TIES IN PARTNERSHIP WITH U.S. EMBASSY MANAMA. IN ADDITION, MERIDIAN ORGANIZED HIP HOP EXCHANGES IN ETHIOPIA, PERU, BOLIVIA, AND A VIRTUAL PROGRAM FOR PERU STUDENT-COLLABORATORS 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 THEATRE ARTS EXCHANGE PROGRAM WITH U.S. EMBASSY ASHGABAT, AN ARCHITECTURAL PHOTOGRAPHY DELEGATION AND EXHIBITION WITH THE UAE EMBASSY IN WASHINGTON, D.C., A LECTURE ON INDIAN CINEMA AND THE CITY OF BOMBAY IN PARTNERSHIP WITH THE EMBASSY OF INDIA AND SANNAM S4, AND THE WOMEN WHO DARED PROGRAM IN PARTNERSHIP WITH THE CARLYLE GLOBAL PARTNERS GROUP. DURING THE COVID-19 PANDEMIC, OUR VIRTUAL PROGRAMMING INCLUDED PANEL DISCUSSION EVENTS ON TOPICS REGARDING ARCHITECTURE, BALLET, MUSEUMS, AND THE ENTERTAINMENT INDUSTRY AS WELL AS A SERIES SPOTLIGHTING NEXT LEVEL HIP HOP ARTISTS. 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. 379741 DIPLOMATIC ENGAGEMENT 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 2020, 878 DIPLOMATS FROM 147 EMBASSIES PARTICIPATED IN THE DIPLOMATIC ENGAGEMENT CENTER'S 37 DIALOGUES AND OTHER ENGAGEMENTS ALONGSIDE GOVERNMENT, BUSINESS, AND CIVIL SOCIETY LEADERS. SHIFTING FROM FULLY IN-PERSON TO FULLY VIRTUAL AT THE ONSET OF THE PANDEMIC, THESE PROGRAMS INCLUDE POLICY ROUNDTABLES, WORKSHOPS, PANEL DISCUSSIONS, RECEPTIONS, SEMINARS AND SUMMITS. MERIDIAN EMPLOYS SEVERAL DIFFERENT VIRTUAL PLATFORMS TO BEST MATCH THE PURPOSE AND FORMAT OF EACH PROGRAM. MERIDIAN'S INSIGHTS AND DIPLOCRAFT SERIES CONSTITUTE THE BULK OF THE PROGRAMS. INSIGHTS PROVIDES INTERNATIONAL AMBASSADORS WITH AN OPPORTUNITY TO HEAR DIRECTLY FROM ADMINISTRATION AND CONGRESSIONAL LEADERS AT THE FEDERAL LEVEL AS WELL AS GOVERNORS AND MAYORS AT 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 2020 INCLUDED DISCUSSIONS ON U.S. FEDERALISM, ELECTION SECURITY, PUBLIC-PRIVATE PARTNERSHIPS, SUSTAINABLE INFRASTRUCTURE, CORPORATE DIPLOMACY, DIPLOMATIC READINESS, GLOBAL HEALTH, VACCINE DEVELOPMENT, RACIAL INJUSTICE, INTERNATIONAL COMMERCE, AND LOCAL, STATE AND BUSINESS RESPONSES TO COVID-19.MERIDIAN'S FLAGSHIP EVENT IS THE ANNUAL GLOBAL LEADERSHIP SUMMIT. THE OCTOBER 2019 SUMMIT EXPLORED HOW SHIFTS IN TRADE, INVESTMENT AND ENERGY WILL SHAPE THE GLOBAL ECONOMY FOR THE FORESEEABLE FUTURE, AND WHAT GLOBAL LEADERS ARE DOING TO RISE TO THE CHALLENGE. MEMBERS OF CONGRESS, INTERNATIONAL AMBASSADORS, CEOS AND JOURNALISTS WERE AMONG THE FEATURED SPEAKERS. BY PROVIDING A NEUTRAL, NONPARTISAN SPACE, MERIDIAN ACCELERATES COLLABORATION ACROSS SECTORS, BORDERS AND CULTURES ON THE MOST PRESSING ISSUES OF THE DAY. 379741 18253766 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 303 0 1 156 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 DEBORAH TAYLOR ASHFORD ESQ 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 WALTER L CUTLER TRUSTEE 1.00 X 0 0 0 HON WILLIAM F MCSWEENEY 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 CELESTE MELLET BROWN 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 TRUSTEEE 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 HON STUART W HOLLIDAY PRESIDENT & CEO 40.00 X 335755 0 57336 LEE SATTERFIELD EXECUTIVE VICE PRESIDENT & COO 40.00 X 242355 0 45950 SUSAN CABIATI SR. VICE PRESIDENT, PED 40.00 X 171233 0 31054 THERESA FURMAN VP, FINANCE 40.00 X 179155 0 38835 KELLY CAMPAGNE VP, HR & ADMINISTRATION 40.00 X 158304 0 37046 GRETCHEN EHLE VP, GLOBALCONNECT 40.00 X 100898 0 12447 SEAN CALLAGHAN VP, GLOBALCONNECT 40.00 X 113047 0 21376 NATALIE HALLAHAN SR VP, EXTERNAL AFFAIRS 40.00 X 188688 0 41434 BETH HAILE DIRECTOR, FINANCE 40.00 X 126075 0 30937 HENRY COLLINS VP & DEP, PED 40.00 X 129883 0 15531 TERRY HARVEY VP, MCCD 40.00 X 126090 0 14898 PURU TRIVEDI DIRECTOR, EVENTS 40.00 X 138780 0 11189 2010263 0 358033 12 0 1 0 AWARDS LIMOUSINE SERVICE INC ONE BETHESDA METRO CENTER BETHESDA MD 20814 TRANSPORTATION 226297 FOUNDATION FOR INTERNATIONAL UNDERSTANDI UNIVERSITY OF WASINGTONBOX 352233 SEATTLE WA 98195 EDUCATION 191435 ARMFIELD HARRISON & THOMAS INC 20 S KING STREET LEESBURG VA 20175 INSURANCE SERVICES 171776 RSM US LLP 331 W 3RD STREET SUITE 200 DAVENPORT IA 52801 PROFESSIONAL SERVICES 160299 RESTON LIMOUSINE AND TRAVEL SERVICE 45685 ELMWOOD COURT STERLING VA 20166 TRANSPORTATION 157882 8 1198225 19928099 3847964 50049 24974288 PROGRAM FEES & ACTIVIT 900099 4616 4616 PUBLICATION SALES 900099 3872 3872 8488 127258 127258 184700 16794 167906 167906 615 167291 2827848 2351536 476312 476312 476312 350259 1198225 215947 134312 134312 25888564 8488 615 905173 778281 778281 900 900 137319 137319 2010262 672659 944295 393308 6803937 4427710 1963179 413048 540354 308034 200281 32039 800372 472941 258351 69080 690630 415068 215203 60359 40534 4038 36496 120000 34800 85200 48003 48003 1324733 752500 485716 86517 10216 285 5901 4030 502290 214911 241467 45912 106651 59394 38946 8311 477791 20734 452547 4510 9336639 9294908 36580 5151 710192 638639 28749 42804 139821 139821 330365 330365 135520 3541 131979 MEMBERSHIP 38302 3347 34802 153 BAD DEBT 9421 4023 5398 0 -17081 9734 -30336 3521 25075452 18253766 5652943 1168743 2900 1700 1406036 3911557 3096652 1646469 1103813 117774 354680 347386 15713577 11432369 4421770 4281208 7824747 8080586 1137604 1189919 19348202 19576599 3342642 2017311 3836736 4140926 2875397 2545008 81667 649331 10136442 9352576 X 8352224 9249701 859536 974322 9211760 10224023 19348202 19576599 813112 199151 0 X X 0 1 X 1 1 1 X 33853250 33725029 35624129 40716222 24974188 168892818 33853250 33725029 35624129 40716222 24974188 168892818 168892818 578059 762496 710865 651031 311958 3014409 8615 8615 89134 40538 111267 108850 350259 700048 172615890 622573 0.97840 0.97910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2015 AMOUNT: $ 89,134. 2016 AMOUNT: $ 33,538. 2017 AMOUNT: $ 106,600. 2018 AMOUNT: $ 108,850. 2019 AMOUNT: $ 350,259. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 7,000. 2017 AMOUNT: $ 4,667. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249850 X X 0 7824746 803843 500000 48003 8080586 7436217 1001073 563000 49544 7824746 7170920 819399 507585 46517 7436217 6612137 899476 300000 40693 7170920 5846944 750000 351213 300000 36020 6612137 0.91540 0.08460 0.00000 0 0 735695 735695 1100065 1097652 2413 8708616 6649721 2058895 3496249 3149011 347238 1672952 535985 1136967 4281208 PROPERTY HELD FOR SALE 1055937 DEFERRED COMP ASSET 133982 1189919 DEFERRED COMP LIABILITY 133982 CAPITAL LEASE 11628 REFUNDABLE ADVANCE - PAYCHECK PROTECTION 503721 649331 X 26500787 199151 228334 427485 26073302 48003 -232741 -184738 25888564 25488524 228334 232741 461075 25027449 48003 48003 25075452 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 PROVIDE FOR CONTINUED FUTURE OPERATIONS OF THE ORGANIZATION'S LONG TERM ACTIVITIES AND FOR 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 -215,947. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -16,794. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 215,947. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 16,794. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 7174 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 5378 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 3102 NORTH AMERICA 0 0 GRANTMAKING 150 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 56827 SOUTH AMERICA 0 0 GRANTMAKING 4998 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 30464 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 2877 SOUTH ASIA 0 0 GRANTMAKING 26351 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 75006 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 106927 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 2877 NORTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 1842 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 91662 SOUTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 6731 SOUTH ASIA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 65934 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 51889 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS. 8659 0 0 0 0 0 0 110970 437878 548848 RUSSIA AND NEIGHBORING STATES GRANT TO AMERICAN UNIVERSITY OF CENTRAL ASIA 48856 CASH SOUTH ASIA GRANT TO AFGHANISTAN'S NEW GENERATION ORGANIZATION (ANGO) 21856 CASH 2 0 INSTITUTIONAL SUPPORT GRANT CENTRAL AMERICA AND THE CARIBBEAN 10 7174 WIRE CASH INSTITUTIONAL SUPPORT GRANT EAST ASIA AND THE PACIFIC 12 5378 WIRE CASH INSTITUTIONAL SUPPORT GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 8 3102 WIRE CASH INSTITUTIONAL SUPPORT GRANT NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 150 WIRE CASH INSTITUTIONAL SUPPORT GRANT RUSSIA AND NEIGHBORING STATES 10 7971 WIRE CASH INSTITUTIONAL SUPPORT GRANT SOUTH AMERICA 11 4998 WIRE CASH INSTITUTIONAL SUPPORT GRANT SUB-SAHARAN AFRICA 65 30464 WIRE CASH INSTITUTIONAL SUPPORT GRANT MIDDLE EAST AND NORTH AFRICA 8 2877 WIRE CASH INSTITUTIONAL SUPPORT GRANT SOUTH ASIA 9 4495 WIRE CASH 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 I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. PART III ACCOUNTING METHOD: MERDIAN BALL & SUMMIT 1548484 1198225 350259 45417 72262 42813 55455 1548484 1198225 350259 45417 72262 42813 55455 215947 134312 1 UNIVERSITY OF MASSACHUSETTS 100 VENTURE WAY SUITE 9 3RD FLOOR HADLEY MA 01035 043167352 GOVT 58308 PROGRAM SUPPORT TEXAS INTERNATIONAL EDUCATION CONSORTIUM 1103 WEST 24TH STREET AUSTIN TX 78705 742383582 501C3 80569 PROGRAM SUPPORT WORLDOREGON 1207 SW BROADWAY SUITE 300 PORTLAND OR 97205 930568356 501C3 49364 PROGRAM SUPPORT STUDY OF RELIGIONS ACROSS CIVILIZATIONS INC 1503 12TH STREET NW WASHINGTON DC 20005 461457479 501C3 10000 PROGRAM SUPPORT DIALOGUE INSTITUTE 1700 NORTH BROAD STREET SUITE 315 PHILADELPHIA PA 19121 232715057 501C3 113159 PROGRAM SUPPORT UTAH COUNCIL FOR CITIZEN DIPLOMACY 1840 S 1300 E SALT LAKE CITY UT 84105 876128308 501C3 5795 PROGRAM SUPPORT WORLD AFFAIRS COUNCIL OF SEATTLE 2200 ALASKAN WAY SUITE 450 SEATTLE WA 98121 910586924 501C3 10448 PROGRAM SUPPORT GLOBAL TIES KC 30 WEST PERSHING ROAD SUITE 405 KANSAS CITY MO 64108 431727811 501C3 18475 PROGRAM SUPPORT WORLDDENVER 3607 MARTIN LUTHER KING JR BLVD DENVER CO 80205 454346778 501C3 5816 PROGRAM SUPPORT SAN DIEGO DIPLOMACY COUNCIL 4305 UNIVERSITY AVENUE SUITE 510 SAN DIEGO CA 92105 953477071 501C3 6247 PROGRAM SUPPORT GLOBAL TIES DETROIT 440 BURROUGHS ST STE 329 DETROIT MI 48202 381981715 501C3 27052 PROGRAM SUPPORT GLOBAL TIES ALABAMA 555 SPARKMAN DRIVE NW BUILDING 800 SUITE 800 HUNTSVILLE AL 35816 630506191 501C3 6134 PROGRAM SUPPORT NORTHERN NEVADA INTERNATIONAL CENTER 855 WEST SEVENTH STREET SUITE 270 RENO NV 89503 942796785 501C3 81945 PROGRAM SUPPORT BARD COLLEGE PO BOX 5000 ANNANDALE ON HUDSON NY 12504 141713034 501C3 120481 PROGRAM SUPPORT UNIVERSITY OF NORTH CAROLINA PO BOX 402420 ATLANTA GA 303842420 566001393 501C3 12211 PROGRAM SUPPORT FOUNDATION FOR INT'L UNDERSTANDING THROUGH STUDENTS UNIVERSITY OF WASHINGTON BOX 352233 HUB 206 SEATTLE WA 98195 910646781 501C3 172277 PROGRAM SUPPORT 16 0 INSTITUTIONAL SUPPORT GRANTS 2 900 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 PRESIDENT & CEO 307215 0 21700 0 6840 0 46170 0 11166 0 393091 0 0 0 LEE SATTERFIELD EXECUTIVE VICE PRESIDENT & COO 226665 0 15000 0 690 0 43236 0 2714 0 288305 0 0 0 SUSAN CABIATI SR. VICE PRESIDENT, PED 155053 0 10000 0 6180 0 17663 0 13391 0 202287 0 0 0 THERESA FURMAN VP, FINANCE 161465 0 17000 0 690 0 18625 0 20210 0 217990 0 0 0 KELLY CAMPAGNE VP, HR & ADMINISTRATION 140041 0 17000 0 1263 0 15176 0 21870 0 195350 0 0 0 NATALIE HALLAHAN SR VP, EXTERNAL AFFAIRS 171418 0 17000 0 270 0 11211 0 30223 0 230122 0 0 0 BETH HAILE DIRECTOR, FINANCE 119541 0 6300 0 234 0 12904 0 18033 0 157012 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. X 50049 FMV 0 0 1 0 FORM 990, PART I, LINE 1 MERIDIAN STRENGTHENS ENGAGEMENT BETWEEN THE U.S. AND THE WORLD, AND ACCELERATES COLLABORATION ON GLOBAL ISSUES THROUGH DIPLOMACY, LEADERSHIP AND CULTURE. WE BELIEVE THAT THE UNITED STATES IS STRONGER, AND THE WORLD IS SAFER WHEN LEADERS COLLABORATE ACROSS COUNTRIES AND CULTURES TO CREATE A MORE SECURE, PROSPEROUS WORLD. FOUNDED OVER 60 YEARS AGO AS A NON-PARTISAN, NON-PROFIT DIPLOMACY AND GLOBAL LEADERSHIP INSTITUTION, MERIDIAN WORKS WITH U.S. GOVERNMENT, THE PRIVATE SECTOR AND THE DIPLOMATIC COMMUNITY TO DEVELOP EXCHANGE, TRAINING, CULTURE AND CONVENING PROGRAMS TO HELP LEADERS BETTER ADDRESS THE CHALLENGES AND OPPORTUNITIES OF AN INCREASINGLY GLOBALIZED SOCIETY. WHILE MERIDIAN'S PROGRAMS ARE GLOBAL, THEY ARE DESIGNED TO BENEFIT THE AMERICAN PEOPLE THROUGH ECONOMIC, POLITICAL AND SECURITY COOPERATION. THE PROGRAMS BUILD GLOBAL LEADERS WHO HAVE A MORE INFORMED GLOBAL PERSPECTIVE, PEER NETWORKS, AND CULTURAL AWARENESS TO DRIVE BETTER POLICY DECISIONS AND OUTCOMES BY INCREASING UNDERSTANDING BETWEEN THE US AND OTHER COUNTRIES. 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 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. MERIDIAN'S CEO COMPENSATION COMMITTEE 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 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. FORM 990, ADDITIONAL INFORMATION: THE IMPACT OF THE GLOBAL PANDEMIC RESULTED IN A MAJOR REDUCTION IN REVENUES BECAUSE OF GREATLY REDUCED IN-PERSON PROGRAMS, TRAVEL RESTRICTIONS AND SOCIAL DISTANCING PROTOCOLS. MERIDIAN SUCCESSFULLY MANAGED THIS REDUCTION BY PIVOTING TO VIRTUAL PROGRAMMING AS DESCRIBED IN FORM 990, PART III AND SCHEDULE O. MERIDIAN GLOBAL LEADERSHIP INSTITUTE 1630 CRESCENT PLACE NW WASHINGTON DC 20009 462612419 EDUCATION DC 0 0 MERIDIAN INTERNATIONAL CENTER