Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MERIDIAN INTERNATIONAL CENTER
Employer identification number
53-0259663
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
30,777,628
30,569,863
34,521,391
28,834,612
31,144,448
155,847,942
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
30,777,628
30,569,863
34,521,391
28,834,612
31,144,448
155,847,942
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
0
6
Public support. Subtract line 5 from line 4.
155,847,942
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
30,777,628
30,569,863
34,521,391
28,834,612
31,144,448
155,847,942
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
687,045
737,391
711,287
609,020
676,537
3,421,280
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
2,983
92,557
67,515
-19,396
159,997
303,656
11
Total support (Add lines 7 through 10).
159,572,878
12
Gross receipts from related activities, etc. (see instructions)
..................
12
2,375,702
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
97.666 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
98.040 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MERIDIAN INTERNATIONAL CENTER
Employer identification number
53-0259663
Return Reference
Explanation
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: - STRENGTHEN U.S. ENGAGEMENT WITH THE WORLD THROUGH THE POWER OF EXCHANGE - PREPARE PUBLIC AND PRIVATE SECTOR LEADERS FOR A COMPLEX GLOBAL FUTURE - PROVIDE A NEUTRAL FORUM FOR INTERNATIONAL COLLABORATION ACROSS SECTORS
Program Service Activity #1
FORM 990, PART III, LINE 4A INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP) - THIS PROGRAM, WHICH DATES BACK TO THE 1940S, IS MERIDIAN'S LARGEST AND LONGEST RUNNING GOVERNMENT GRANT. WORKING WITH THE U.S. STATE DEPARTMENT'S BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS, MERIDIAN ANNUALLY INTRODUCES ABOUT 1,500 INDIVIDUALS, WHO ARE EMERGING LEADERS IN DIVERSE PROFESSIONAL FIELDS SUCH AS GOVERNMENT, POLITICS, MEDIA, EDUCATION, THE ARTS AND THE NOT-FOR-PROFIT SECTOR, TO THE UNITED STATES. MERIDIAN IS RESPONSIBLE FOR PREPARING THE CONTENT OF THE VISITORS' PROGRAMS, INCLUDING RELEVANT MEETINGS AND EVENTS, CULTURAL ACTIVITIES, AND LOGISTICAL ASPECTS SUCH AS TRAVEL AND LODGING. THE THEMES AND TOPICS OF MERIDIANS PROGRAMS IN FISCAL YEAR 2014 WERE DIVERSE AND INCLUDED, AMONG OTHERS: WOMEN LEADERS, EDUCATION, YOUTH, ENTREPRENEURSHIP, CIVIL SOCIETY, FOREIGN POLICY, JUDICIAL SYSTEM, JOURNALISM, MEDIA, ENVIRONMENT, ANTI-CORRUPTION, TRAFFICKING IN PERSONS, VOLUNTEERISM, HUMAN AND CIVIL RIGHTS, POLITICAL PROCESS, ARTS, ENERGY, DOMESTIC VIOLENCE, TERRORISM, TRADE, DISABILITY ADVOCACY AND LAW ENFORCEMENT. THE YEARS HIGHLIGHTS FEATURED MULTI-REGIONAL PROJECTS ON AMERICAN YOUTH, VOLUNTEERISM IN THE U.S., CIVIC LEADERSHIP IN ACTION, PROMOTING SOCIAL CHANGE THROUGH THE ARTS AND EDUCATION AND ACTIVISM FOR YOUNG WOMEN. ALSO FEATURED WERE REGIONAL PROJECTS ON COUNTERING VIOLENT EXTREMISM (EUROPE), MINORITY PARTICIPATION IN THE POLITICAL PROCESS (WESTERN HEMISPHERE), WOMEN LEADERS: PROMOTING PEACE AND SECURITY (NEAR EAST), WOMENS INNOVATION IN SCIENCE AND ENGINEERING (NEAR EAST & SOUTH ASIA) AND HUMAN AND CIVIL RIGHTS FOR THE LGBT COMMUNITY (WESTERN HEMISPHERE). MERIDIAN'S ALUMNI INCLUDE 168 FORMER AND CURRENT HEADS OF STATE.
Program Service Activity #2
FORM 990, PART III, Line 4B GLOBALCONNECT: CUSTOMIZED EXCHANGE PROGRAMS. IN 2014, MERIDIAN PARTNERED WITH U.S. EMBASSIES, LOCAL AND INTERNATIONAL NON-GOVERNMENTAL ORGANIZATIONS, FOREIGN GOVERNMENTS, AND PRIVATE SECTOR ORGANIZATIONS TO IMPLEMENT OVER 250 CUSTOMIZED PROGRAMS AND PROJECTS BRINGING HIGH POTENTIAL LEADERS FROM AROUND THE WORLD TO THE UNITED STATES TO INTERACT WITH U.S. COUNTERPARTS, TO LEARN FROM MENTORS, AND TO RETURN TO THEIR HOME COUNTRIES TO MAKE THEIR IMPACT IN THE BUSINESS, POLITICAL, AND SOCIAL SECTORS. ADDITIONALLY, NEARLY 100 LEADERS FROM THE UNITED STATES TRAVELED ABROAD TO MEET WITH, TO TRAIN, AND TO LEARN FROM FOREIGN COUNTERPARTS. THROUGH EXCHANGE, PERSPECTIVES ARE BROADENED, LEADING TO BETTER DECISIONS AND STRONGER RELATIONSHIPS IN THE WORLD. GLOBALCONNECT OFFERS A BROAD RANGE OF CUSTOMIZED PROGRAMS, INCLUDING TARGETED TRAINING PROGRAMS, ONLINE PLATFORMS FOR NETWORKING, AND FOLLOW-UP ACTIVITIES. MERIDIAN'S HIGHLIGHTS IN 2014 INCLUDE THE IRAQI YOUNG LEADERS EXCHANGE PROGRAM (IYLEP) FOCUSING ON LEADERSHIP DEVELOPMENT, CONFLICT RESOLUTION, AND COMMUNITY ENGAGEMENT FOR 124 IRAQI UNDERGRADUATE STUDENTS, AFGHAN DIPLOMAT TRAINING FOR 15 EARLY-CAREER DIPLOMATS, INTERNET FREEDOM FELLOWS WHO EXPLORE THE IMPORTANCE OF A FREE INTERNET TO FUNDAMENTAL HUMAN RIGHTS, AND THE AFRICAN PROFESSIONAL FELLOWS PROGRAM BRINGING YOUNG ENTREPRENEURS TO THE UNITED STATES FOR MENTORING AND SENDING MENTORS TO AFRICA FOR FOLLOW ON PROGRAMMING.
Program Service Activity #3
Form 990, Part III, Line 4C THE MERIDIAN CENTER FOR CULTURAL DIPLOMACY CREATES A PLATFORM FOR U.S. AND INTERNATIONAL AUDIENCES TO LEARN ABOUT NATIONS AROUND THE WORLD THROUGH CONFERENCES, TRAININGS, PEOPLE-TO-PEOPLE EXCHANGES, AND EXHIBITIONS. MCCD PROGRAMS EMPHASIZE SOCIALLY RELEVANT TOPICS AND IMPORTANT WORLD REGIONS, WHILE PROMOTING PARTNERSHIPS WITH LOCAL AND NATIONAL ORGANIZATIONS. MERIDIAN WORKS WITH EMBASSIES, MINISTRIES OF CULTURE, MUSEUMS, COLLECTORS, AND ARTISTS WORLDWIDE, AND OUR EXHIBITIONS HAVE REACHED OVER 380 HOST VENUES IN 44 U.S. STATES AND 57 COUNTRIES. IN ADDITION, MERIDIAN PARTNERS WITH THE INDEPENDENT TELEVISION SERVICE (ITVS) TO OFFER THE GLOBAL PERSPECTIVE FILM SERIES QUARTERLY SCREENINGS OF FILMS FOCUSED ON INTERNATIONAL CULTURAL ISSUES OF RELEVANCE FOLLOWED BY MODERATED DISCUSSIONS. USING EXHIBITIONS AS A FOCAL POINT, CULTURAL OUTREACH PROGRAMS DEEPEN THE IMPACT OF THE ARTWORKS AND PHOTOGRAPHS. AT THESE EVENTS, VISITING ARTISTS DISCUSS THEIR WORK, DANCERS DEMONSTRATE THEIR TRADITIONS, AND SPEAKERS OFFER ADDITIONAL INSIGHT INTO RELATIONSHIPS AMONG CULTURES. OUR EXCHANGES EMPHASIZE COMMUNITY ENGAGEMENT AND PROMOTING THE VISUAL AND PERFORMING ARTS AS EFFECTIVE TOOLS FOR POSITIVE SOCIAL CHANGE. MERIDIAN ALSO CONDUCTS EDUCATIONAL OUTREACH WITH D.C. AND MARYLAND-AREA SCHOOLS, SHARING DIVERSE WORLD CULTURES WITH K-12 STUDENTS.
Other Program Services
FORM 990, PART III, LINE 4D VISITOR SERVICES: In support of the U.S. Department of States (DOS) International Visitor Leadership Program, Meridian offers the following services for all Washington, DC-based National Program Agencies (NPAs): home hospitality arrangements for international visitors to experience family life through informal dinners and provide an understanding of our society and culture; Capitol Hill "Insider" tours conducted by Congressional staffers for a unique behind-the-scenes perspective and help with understanding the role of Congress; Federalism briefings which offer visitors a basic understanding of the U.S. system of government from an experienced academic or professional; and a daily messenger service between all the NPAs, Global Ties U.S. and the DOS. Additionally, this grant allows Meridian to: oversee and manage contractors who arrange local programs in New York City and supplement the full-time DOS staff at the New York Program Branch during periods of peak activity; and provide a dedicated staff member who supports ECAs On Demand Division by handling THE LOGISTICAL AND ADMINISTRATIVE WORK OF THEIR "IN-HOUSE" PROJECTS. Global Service Leaders (GSL) addresses community challenges through volunteerism by helping volunteer leaders strengthen their role as leaders and connect them to a global community of peers and mentors. GSL supports volunteers in their application of best practices, helps them develop important leadership skills, and provides them the network and resources to overcome inevitable challenges. Meridian offers focused, practical program services (such as conferences, classes, workshops, online forums, leadership exchanges, or study tours) to acquire the insights, skills, and tools needed to work effectively in the global environment. The programs benefit a wide range of individuals at all levels from corporations, small-businesses, NGOs, students, or government agencies, whose strategic or operational responsibilities extend across borders. Meridian programs prepare participants to manage global risks, understand the complex interplay of economic, political, social, and cultural forces that impact global competitiveness, establish a culture of innovation and adoption of best practices, and achieve strategic alliances and public-private partnerships. Meridian annually produces for than 100 roundtable discussions, conferences, seminars, programs, policy discussions, and other neutral forums that bring together the worlds top private and public sector leaders, and the diplomatic corps. Meridian hosts local programs as well, including "Warm Up, DC" campaign, an initiative of Meridian to honor the legacy and vision of Dr. Martin Luther King, Jr. Meridian also sponsors the Global Dialogue Series, These off the record conversations examine U.S. and international perspectives of policy challenges facing U.S. and world leaders. Description Grants Expenses Revenue Visitor Services 1,856,497 Global Service Leaders 55,100 Global Leadership Institute 690,863 55,237 Forums and other Public Programs 247,628 222,866 THIS 109,858 86,320 TOTALS 2,959,946 364,423
Form 990 Review Process
Form 990, Part VI, Line 11b The 2013 Form 990 was prepared by an external public accounting firm and reviewed by the Director of Finance and CFO. The Form 990 is then forwarded to the audit and finance committee of the board for their review. Once reviewed and approved, the audit and finance committee recommended approval of the Form 990 to the executive committee. 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, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THEIR POTENTIAL CONFLICTS TO THE SENIOR MANAGEMENT PERSONS WHO ARE RESPONSIBLE FOR DETERMINING IF AN ACTUAL CONFLICT EXISTS. ACTUAL CONFLICTS ARE REPORTED TO THE BOARD OF TRUSTEES. THE SENIOR MANAGEMENT PERSONS HAVE REGULAR WEEKLY MEETINGS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY. PERSONS WITH A CONFLICT ARE PROHIBITED FROM ALL DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION.
Process for Determining Compensation
FORM 990, PART VI, LINE 15A & 15B FOR CEO, EXECUTIVE DIRECTORS OR TOP MANAGEMENT, COMPENSATION IS DETERMINED BY INDEPENDENT TRUSTEES THROUGH A COMPENSATION COMMITTEE, AND FOR OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY THE CFO AND HR DIRECTOR. CEO compensation is stated in their employment contract and is assessed for reasonableness by the aforementioned parties. 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.
Statement of Functional Expenses
Form 990, Part IX, Line 25 IN THE FISCAL YEAR UNDER REVIEW, MERIDIAN CONTINUED TO STRENGTHEN INTERNAL OPERATIONS AND EXPAND MERIDIAN'S PROGRAMS TO FULFILL ITS MISSION AND TO EXPAND REVENUE STREAMS AND RELATIONSHIPS WITH NEW MARKET SEGMENTS. WHILE MERIDIAN'S CORE PROGRAMS CONTINUE TO OPERATE AT A BREAKEVEN LEVEL, ADDITIONAL PROGRAM capacity investments have LED TO lower returns FOR THE YEAR. THE FINANCIAL REPORTS AS CURRENTLY PRESENTED DO NOT FULLY REFLECT THE UNDERLYING STRENGTH AND VITALITY OF THE ORGANIZATION'S ROLE AS A KEY PARTNER OF THE U.S. GOVERNMENT OR THE VALUE OF THE ORGANIZATION'S TWO HISTORIC HOMES, THE MERIDIAN HOUSE AND THE WHITE-MEYER HOUSE, BOTH OF WHICH ARE OF NATIONAL SIGNIFICANCE ON THE NATIONAL REGISTER OF HISTORIC PLACES. MORE DETAILED INFORMATION ON PROGRAM SERVICES IS PRESENTED ABOVE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.