2017-08-10T10:18:54-05:00 2016-09-30 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2015-10-01 530259663 MERIDIAN INTERNATIONAL CENTER % THERESA FURMAN MERI 2026676800 1630 Crescent Place NW Washington DC 20009 THERESA FURMAN VP FIN. & ACCTG 2029395532 2017-08-08 true MARY TORRETTA P00847851 7038477500 2015 2021-01-29 14:40:06Z THERESA FURMAN 1630 Crescent Place NW Washington DC 20009 35399317 false X www.meridian.org X 1960 DC SEE SCHEDULE O 25 25 147 25 0 30496783 33853250 580476 561732 304071 183131 128787 280815 31510117 34878928 0 0 0 0 8896996 8988942 0 0 610164 23157280 25482918 32054276 34471860 -544159 407068 17052319 18396700 11032925 11782238 6019394 6614462 X SEE SCHEDULE O false false 15482304 SEE SCHEDULE O 10996829 14600 SEE SCHEDULE O 761187 391117 SEE SCHEDULE O 1073537 Collaborative visitor services 215005 Bloomberg project 259652 156015 Forums and public programs 1548194 156015 28788514 true true false false false false false true false true true false false true false true true false false true true false false true true false false false false true false false false false false false false false true false false false true false false false false true 272 0 true 147 true false false false false false true true false false false false X 25 25 false false false false false false false true true false false true true true true true true true true false CA CO DC FL GA IL MD MA MI NJ NY RI TN VA X THERESA FURMAN 2029395532 1630 CRESCENT PLACE NW Washington DC 20009 X MS DEBORAH TAYLOR ASHFORD ESQ TRUSTEE 1.0 0.0 X 0 0 0 MS JANET BLANCHARD TRUSTEE 1.0 0.0 X 0 0 0 HON CHRISTOPHER B BURNHAM TRUSTEE 1.0 0.0 X 0 0 0 Hon JOHN H CARMEN TRUSTEE 1.0 0.0 X 0 0 0 MR JON CLIFTON TRUSTEE 1.0 0.0 X 0 0 0 MR ART COLLINS TRUSTEE 1.0 0.0 X 0 0 0 HON WALTER L CUTLER TRUSTEE 1.0 0.0 X 0 0 0 MR MATT ECHOLS TRUSTEE 1.0 0.0 X 0 0 0 HON ALONZO L FULGHAM TRUSTEE 1.0 0.0 X 0 0 0 HON LAURIE S FULTON TRUSTEE 1.0 0.0 X 0 0 0 MR NEAL GOINS PHD TRUSTEE 1.0 0.0 X 0 0 0 HON CARLOS M GUTIERREZ TRUSTEE 1.0 0.0 X 0 0 0 MRS MARIA PICA KARP TRUSTEE 1.0 0.0 X 0 0 0 MS JANET LAMKIN TRUSTEE 1.0 0.0 X 0 0 0 MR STEVE LEBLING TRUSTEE 1.0 0.0 X 0 0 0 MR STANLEY S LITOW TRUSTEE 1.0 0.0 X 0 0 0 MS HONGXIA LIU TRUSTEE 1.0 0.0 X 0 0 0 MR JEFFREY MALINAK TRUSTEE 1.0 0.0 X 0 0 0 MR DREW MALONEY TRUSTEE 1.0 0.0 X 0 0 0 MS MICHELE A MANATT TRUSTEE 1.0 0.0 X 0 0 0 Hon WILLIAM F MCSWEENEY TRUSTEE 1.0 0.0 X 0 0 0 SCOTT PARVEN TRUSTEE 1.0 0.0 X 0 0 0 MR MICHAEL PICKRUM TRUSTEE 1.0 0.0 X 0 0 0 RICHARD SAAS TRUSTEE 1.0 0.0 X 0 0 0 ANN STOCK TRUSTEE 1.0 0.0 X 0 0 0 Hon Meredith Attwell Baker Trustee, End 04/2016 1.0 0.0 X 0 0 0 Ambassador David A Gross Trustee, End 6/30/16 1.0 0.0 X 0 0 0 Hon Patricia de Stacy Harrison Trustee, End 6/30/16 1.0 0.0 X 0 0 0 Mr David Metzner Trustee, End 6/30/16 1.0 0.0 X 0 0 0 Mrs Lisa B Nelson Trustee, End 6/30/16 1.0 0.0 X 0 0 0 STUART HOLLIDAY PRESIDENT & CEO 40.0 0.0 X 298058 0 43258 LEE SATTERFIELD EXECUTIVE VICE PRESIDENT 40.0 0.0 X 146371 0 903 SUSAN CIABIATI SR. VICE PRESIDENT 40.0 0.0 X 165628 0 21661 BONNIE GLICK SR. VICE PRESIDENT 40.0 0.0 X 186171 0 2660 KURT SODEE SR. VP, End 07/2016 40.0 0.0 X 214151 0 22105 AMY SELCO VICE PRESIDENT 40.0 0.0 X 164353 0 3441 CURTIS SANDBERG Sr. Vice President 40.0 0.0 X 139639 0 19026 CARLOTTA LEE VICE PRESIDENT 40.0 0.0 X 137706 0 19682 JUAN FONSECA OPERATIONS MANAGER 40.0 0.0 X 137996 0 18001 GRETCHEN EHLE VICE PRESIDENT 40.0 0.0 X 109579 0 14466 1699652 0 165203 16 false true false AWARDS LIMOUSINE SERVICE INC ONE BETHESDA METRO CENTER BETHESDA MD 20814 TRANSPORTATION 515084 BUSPAGES INC 34 PROSPECT AVENUE HEWLETT NY 115571609 TRANSPORTATION 152530 OCCASIONS CATERERS 5458 3RD STREET NE WASHINGTON DC 20011 CATERING 133432 Grant Thornton LLP 1000 Wilson Blvd Suite 1000 ARLINGTON VA 22209 Accounting 118328 4 408832 802206 29563138 3079074 87252 33853250 PROGRAM FEES & ACTIVITIES 900099 561732 561732 561732 77580 77580 0 0 500479 500479 0 500479 500479 317142 211591 105551 105551 105551 89134 802206 308798 -219664 -219664 0 0 0 34878928 561732 463946 0 0 0 0 1607968 566877 887233 153858 0 5890694 4214237 1412968 263489 402391 275780 107073 19538 567635 356795 173897 36943 520254 349936 147615 22703 0 9855 9855 141451 22950 118501 0 0 36020 36020 3327291 2987454 278167 61670 20819 3953 16251 615 560247 261699 276001 22547 133602 85926 41649 6027 0 454637 64003 390634 18156280 18148673 6327 1280 0 1550335 1441456 87385 21494 173644 173644 0 382208 382208 159667 9207 150460 BAD DEBT 341790 0 341790 MEMBERSHIP 35072 -432 35504 34471860 28788514 5073182 610164 2900 0 805838 1701097 151206 477332 3545220 2807737 0 0 0 0 0 0 0 0 345556 701664 15051105 10010309 5298718 5040796 5846944 6612137 0 0 0 0 0 0 1055937 1055937 17052319 18396700 2258987 3006891 0 0 4992761 4968596 0 0 0 0 0 0 2160709 3806751 1620468 0 0 0 11032925 11782238 X 5308287 5629223 27500 301632 683607 683607 6019394 6614462 17052319 18396700 407068 169611 18389 X false true X true true true X 34521391 28834612 31144448 30496783 33853250 158850484 0 0 34521391 28834612 31144448 30496783 33853250 158850484 0 158850484 711287 609020 676537 559275 578059 3134178 0 134346 368364 680933 97102 89134 1369879 163354541 2669398 0.97243 0.97930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249849 X X false 5846944 750000 351213 300000 36020 6612137 5940364 -56921 36499 5846944 4953735 721000 299843 34214 5940364 4346880 641887 3757 31275 4953735 3875983 573232 69278 33057 4346880 0.83750 0.11690 0.04560 false false 735695 735695 1100065 1096044 4021 8518700 5713547 2805153 3000963 2806793 194170 1695682 393925 1301757 5040796 PROPERTY HELD FOR SALE 1055937 1055937 0 0 X 35375726 169611 18389 188000 35187726 -308798 -308798 34878928 34780658 308798 308798 34471860 34471860 DESCRIPTION OF ORGANIZATION'S COLLECTIONS SCHEDULE D, PART III, LINE 4 The collection of artwork and antiques is maintained in Meridian's historical house. It is available for public exhibition upon request and is being preserved for future generations. INTENDED USE OF ENDOWMENT FUNDS Schedule D, Part V, Line 4 TO PROVIDE FOR CONTINUED FUTURE OPERATIONS OF THE ORGANIZATION'S LONG TERM ACTIVITIES and historic preservation of facilities. LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) SCHEDULE D, 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. MERIDIAN ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON OCTOBER 1, 2009. UNDER ASC 740-10, AN ORGANIZAITON MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF ASC 740-10 HAD NO IMPACT ON MERIDIANS FINANCIAL STATEMENTS. MERIDIANS MANAGEMENT BELIEVES IT HAS NO UNRELATED BUSINESS INCOME AND NO MATERIAL UNCERTAIN TAX POSITIONS AND; ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE TAX YEARS ENDED SEPTEMBER 30, 2016 AND 2015 MERIDIAN DID NOT RECOGNIZE ANY INTEREST OR PENALTIES. THE TAX YEARS ENDING SEPTEBMER 30, 2013, 2014, 2015 AND 2016 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. OTHER REVENUE ON BOOKS BUT NOT ON RETURN SCHEDULE D, PART XI, LINE 4B SPECIAL EVENT EXPENSES $(308,798) OTHER EXPENSES ON BOOKS BUT NOT ON RETURN SCHEDULE D, PART XII, LINE 2D SPECIAL EVENT EXPENSES $308,798 Europe (Including Iceland and Greenland) 1 PROGRAM SERVICES Customized Exchanges 200 Middle East and North Africa 4 PROGRAM SERVICES Customized Exchanges 45315 Central America and the Caribbean 3 PROGRAM SERVICES Customized Exchanges 9483 North America 2 Program Services Customized Exchanges 14903 10 10 69901 69901 false false false false false false X X X X X X X false CA CO DC FL GA IL MD MA MI NJ NY RI TN VA Meridian Ball 891340 802206 89134 24000 193915 13995 76888 0 891340 802206 89134 24000 193915 13995 76888 308798 -219664 X true true X X X false false false false false false false false false STUART HOLLIDAY PRESIDENT & CEO 298058 0 0 0 0 0 29000 0 14258 0 341316 0 0 0 SUSAN CIABIATI SR. VICE PRESIDENT 165628 0 0 0 0 0 16547 0 5114 0 187289 0 0 0 BONNIE GLICK SR. VICE PRESIDENT 186171 0 0 0 0 0 0 0 2660 0 188831 0 0 0 KURT SODEE SR. VP, End 07/2016 214151 0 0 0 0 0 13054 0 9051 0 236256 0 0 0 AMY SELCO VICE PRESIDENT 164353 0 0 0 0 0 0 0 3441 0 167794 0 0 0 CURTIS SANDBERG Sr. Vice President 113763 0 0 0 25876 0 11577 0 7449 0 158665 0 0 0 CARLOTTA LEE VICE PRESIDENT 137706 0 0 0 0 0 13012 0 6670 0 157388 0 0 0 JUAN FONSECA OPERATIONS MANAGER 137996 0 0 0 0 0 12155 0 5846 0 155997 0 0 0 HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES Schedule J, Part I, Line 1a THE CEO OF MERIDIAN INTERNATIONAL CENTER BELONGS TO THE METROPOLITAN CLUB AND YOUNG PRESIDENTS' ORGANIZATION 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 TIED TO THE CEO'S ROLE AND RESPONSIBILITIES AT THE ORGANIZATION. X 29 83244 FMV X Merchadise for programs 7 4008 FMV false true false Organization's Mission Form 990, Part I, Line 1 Meridian International Center is a premier nonprofit, global leadership organization that prepares U.S. and international leaders to meet global challenges and opportunities. Our suite of programs provides the approach and learning environment for leaders to understand global issues and cultures, exchange ideas, collaborate on solutions and build valuable relationships. Organization's Mission Form 990, Part III, Line 1 MERIDIAN INTERNATIONAL CENTER'S MISSION IS TO CREATE INNOVATIVE EXCHANGE, EDUCATION, CULTURAL, AND POLICY PROGRAMS THAT ADVANCE THREE GOALS: 1) STRENGTHEN U.S. ENGAGEMENT WITH THE WORLD THROUGH THE POWER OF EXCHANGE 2) PREPARE PUBLIC AND PRIVATE SECTOR LEADERS FOR A COMPLEX GLOBAL FUTURE 3) PROVIDE A NEUTRAL FORUM FOR INTERNATIONAL COLLABORATION ACROSS SECTORS PROGRAM SERVICE ACTIVITY #1 FORM 990, PART III, LINE 4A INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP) - For more than 60 years, Meridian has been a principal partner in implementing the IVLP, which is the U.S. Department of States premier professional exchange program. Working with the Bureau of Educational and Cultural Affairs, Meridian currently administers roughly one third of all IVLP projects annually, introducing to the U.S. approximately 1,500 emerging leaders from diverse fields including government, politics, media, education, and the judiciary among other sectors. Effort includes designing and developing program content, introducing American culture and managing logistics. Program topics are diverse and, during 2016, included trafficking in persons, journalism, entrepreneurship, foreign policy, education, health, judicial system, arts and culture, agriculture, religious diversity and anti-corruption. The years highlights featured projects for the Edward R. Murrow program for journalists and the tip heroes awards. Multi-regional projects focused on global womens health issues, building community resilience to radicalization and violent extremism, international military and security cooperation, broadcast journalism, promoting social change through the arts and connecting English teachers to U.S. history and culture. Meridians alumni include 175 former and current heads of state. PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B Customized Exchange and Training Programs Through its Global Connect Division, Meridian partners with the Department of State, U.S. Embassies, local and international non-governmental organizations, foreign governments, and private sector organizations to deliver customized exchange and training programs that educate and develop rising leaders from around the world. For over 120 customized programs, the goal is to provide opportunities for participants to interact with U.S. counterparts, learn from mentors and return home to make an impact in local business, political and social sectors. During fiscal 2016, nearly 1,000 leaders from the U.S. travelled abroad to meet, train and learn from foreign counterparts. Programs including targeted training, online platforms for networking and follow-up activities. HIghlights include the Young Leaders of the Americas Initiative Professional Fellows Program with over 250 entrepreneurs from Latin America and the Caribbean placed in fellowships through the U.S. in over 21 cities; The Afghan Diplomat Training Program for 15-early-career diplomats, and the Pan African Youth Leadership Program focusing on leadership development for 150 high school students from sub-saharan Africa. PROGRAM SERVICE ACTIVITY #3 FORM 990, PART III, LINE 4C Cultural Diplomacy Programs Through its Center for Cultural Diplomacy, Meridian provides a platform for domestic and international audiences to learn about nations and cultures around the world. Through art exhibitions, exchanges and events that bridge cultural divides, worldwide coordination with embassies, ministries of culture, museums, collectors and artists have facilitated exhibitions in over 380 host venues in 44 U.S. states and 57 countries. These exhibits promote partnership, dialogue and cultural understanding amoung participants and include panel discussions, lectures and film screenings in concert with traditoinal musuem and gallery experiences. Other efforts promote community outreach and engagement through visual and performing arts. Major programs during 2016 included the development of mural arts exchanges in countries including Cuba, Turkey, Dominican Republic, India, and Brazil. In addition, Meridian's cultural office designed an exhibition highlighting Indian faith practitioners in the United States for the U.S. Embassy in New Delhi. Other exhibitions under development in 2016 included a U.S. - Japan baseball relations exhibition and two exhibitions for the U.S. - Embassy in Ottawa, Canada celebrating 150 years of diplomatic relations between the United States and Canada. Cultural programs include Meridians annual Chinese Lunar New Year Celebration with the Embassy of China as well as a film screening in partnership with the U.S. - China Education Trust. Meridians cultural office continues to diversify its offerings with both the public and private sectors and remains a vital partner for the U.S. government in developing programs to support U.S. foreign policy goals. Cultural programs include Meridians annual Chinese Lunar New Year Celebration with the Embassy of China as well as a film screening in partnership with the U.S. - China Education Trust. Meridians cultural office continues to diversify its offerings with both the public and private sectors and remains a vital partner for the U.S. government in developing programs to support U.S. foreign policy goals. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D FORUMS AND OTHER PUBLIC PROGRAMS - Meridian provides over 40 dialogues, forums and other convening opportunities throughout the year. These events include roundtables, panel discussions, receptions, seminars, summits, and symposia that bring together top public and private sector leaders and the diplomatic corps. Meridians Signature event is the Global Leadership Summit. In 2016, this annual gathering explored "Restoring Confidence in Leaders and Institutions" through conversations and dialogues on the state of the world, digitalization of the global economy, and going beyond understanding international cultures and societies. The Global Leadership Summit also examined how citizens from around the world view the leadership of world superpowers, including the United States, Russia, Germany, China and the United Kingdom. Meridians Global Dialogue Series provides opportunities for informal conversations that examine U.S. and international perspectives on policy changes facing world leaders. Offerings during 2016 included a program on maritime boundary laws with the Prime Minister of Timor Leste; salon-style discussions with the Ambassador of Denmark and BP executives; an examination of U.S. News Best Countries rankings; and, a dialogue on Capitol Hill with a delegation of African women government leaders. BLOOMBERG PROJECT - In early 2016, Meridian International Center concluded its 2015 implementation of an IVLP project entitled "Our Cities, Our Climate." Sponsored by the Department of State and Bloomberg philanthropies, climate change leaders gathered from 25 cities around the world to exchange ideas and share best practices. COLLABORATIVE SERVICES PROGRAM Meridians Collaborative Services Assistance Award supports the U.S. Department of States International Visitor Leadership Program, offering various services to participants, interpreters and liaisons, and others. Examples include briefings on Federalism and an overview of the US system of government, tours of Capital Hill to provide an understanding of the role of Congress and home hospitality arrangements. Form 990 Review Process Form 990, Part VI, Line 11B The form 990 was prepared by an external public accounting firm and reviewed by the Vice President of Finance and President & CEO. The Form 990 is then forwarded to the audit and finance committee of the Board. A copy of the Form 990 is made available to all members of the Board of Directors before the return is filed with the IRS. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, 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 anually. Trustees are rquired to disclose potential conflicts upon joining the Board of Trustees and thereafter if something changes. Actual conflicts are reported to the Board of Trustees. Process for Determining Compensation Form 990, Part VI, Lines 15a & 15b FOR CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT, COMPENSATION IS DETERMINED BY INDEPENDENT TRUSTEES THROUGH A COMPENSATION COMMITTEE, AND FOR OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY THE Executive Vice President AND HR DIRECTOR. Meridian's compensation committee reviews comparable salary information from other organizations, discusses its decision, and documents its decision in contemporaneous minutes. How Documents Are Made Available to the Public Form 990, Part VI, Line 19 FINANCIAL STATEMENTS, THE CONFLICT OF INTEREST POLICY AND THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. Meridian Global Leadership Institute 1630 Crescent Place NW Washington DC 20009 462612419 Education DC 14600 0 MIC