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Nonprofiteer
← MERIDIAN INSTITUTE

Form 990 for tax year 2022

Filed by MERIDIAN INSTITUTE.

Totals

Total revenue
$33,068,410
Total expenses
$31,567,240
Contributions and grants received
$26,682,473
Grants paid
$0
Program service revenue
$6,376,787
Investment income
$4,150
Other revenue
$5,000
Total assets, end of year
$27,047,116
Total liabilities, end of year
$24,001,683
Net assets or fund balances, end of year
$3,045,433
Program services expenses (Part IX)
$30,161,704
Management and general expenses
$1,405,536
Fundraising expenses
$0
Program service expenses (Part III)
$30,161,704

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $26,682,473

  • 2a · Program service revenue: GOVERNMENT CONTRACTS

    total $6,376,787 · related or exempt $6,376,787

  • 3 · Investment income

    total $4,150 · excluded $4,150

  • 11a · Other revenue: OTHER INCOME

    total $5,000 · excluded $5,000

  • 11e · Other revenue, total

    $5,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,300,862 · program services $688,831 · management and general $612,031

  • 7 · Other salaries and wages

    total $5,035,405 · program services $5,035,405

  • 8 · Pension plan contributions

    total $245,291 · program services $245,291

  • 9 · Other employee benefits

    total $607,893 · program services $606,744 · management and general $1,149

  • 10 · Payroll taxes

    total $502,912 · management and general $502,912

  • 11b · Fees: legal

    total $29,597 · program services $29,597

  • 11c · Fees: accounting

    total $197,501 · program services $197,501

  • 11g · Fees: other

    total $19,830,780 · program services $19,830,780

  • 13 · Office expenses

    total $4,520 · program services $4,520

  • 14 · Information technology

    total $582,477 · program services $582,477

  • 16 · Occupancy

    total $855,046 · program services $855,046

  • 17 · Travel

    total $1,104,442 · program services $1,104,442

  • 19 · Conferences, conventions and meetings

    total $812,281 · program services $811,262 · management and general $1,019

  • 22 · Depreciation, depletion and amortization

    total $185,216 · management and general $185,216

  • 23 · Insurance

    total $36,619 · program services $36,619

  • 24a · Other expenses: FEES, DUES, PERMITS

    total $106,477 · program services $106,477

  • 24b · Other expenses: OTHER UNALLOWABLE

    total $103,209 · management and general $103,209

  • 24c · Other expenses: SUBSCRIPTIONS & BOOKS

    total $26,712 · program services $26,712

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,146,821 · end of year $17,671,108

  • 2 · Savings and temporary cash investments

    beginning of year $1,431,833 · end of year $1,435,984

  • 3 · Pledges and grants receivable

    beginning of year $553,901 · end of year $480,203

  • 4 · Accounts receivable

    beginning of year $2,887,603 · end of year $4,681,645

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,695 · end of year $178,874

  • 10a · Land, buildings and equipment: cost or other basis

    $2,342,691

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,920,676

  • 10c · Land, buildings and equipment, net

    beginning of year $423,656 · end of year $422,015

  • 15 · Other assets

    beginning of year $794,022 · end of year $2,177,287

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,249,629 · end of year $2,499,158

  • 19 · Deferred revenue

    beginning of year $18,130,727 · end of year $18,583,147

  • 25 · Other liabilities

    beginning of year $1,448,912 · end of year $2,919,378

  • 27 · Net assets without donor restrictions

    beginning of year $380,235 · end of year -$1,058,892

  • 28 · Net assets with donor restrictions

    beginning of year $1,164,028 · end of year $4,104,325

Mission and programs · 2022

Mission

THE PURPOSE OF MERIDIAN INSTITUTE IS TO PROVIDE NEUTRAL, MEETING FACILITATION AND EDUCATION SERVICE OF HELPING PEOPLE TO SOLVE COMPLEX AND CONTROVERSIAL ENVIRONMENTAL, ECONOMIC, AND SOCIAL EQUITY ISSUES INHERENT IN ACHIEVING THE SOCIETAL GOAL OF SUSTAINABLE DEVELOPMENT.

Activities or mission (Part I)

MERIDIAN INSTITUTE IS A MISSION-DRIVEN, THAT HELPS OUR CLIENTS AND PARTNERS DEVELOP AND IMPLEMENT SOLUTIONS TO COMPLICATED, OFTEN CONTROVERSIAL PROBLEMS, BIG AND SMALL, GLOBAL AND LOCAL FOR OVER TWO DECADES. WE FOCUS ON FIVE KEY SERVICES: COLLABORATION, IMPLEMENTATION, STRATEGY, RESEARCH, AND PHILANTHROPIC SUPPORT. WE BRING OUR SKILLS TO BEAR ON A DIVERSE RANGE OF ISSUES, INCLUDING ENVIRONMENT & NATURAL RESOURCES, CLIMATE CHANGE, AGRICULTURE & FOOD SYSTEMS, FORESTS, HEALTH, OCEANS & COASTS, RESILIENCE, SCIENCE & TECHNOLOGY, AND WATER. ACROSS ISSUES, BOUNDARIES, AND SYSTEMS, OUR WORK IS A CATALYST FOR POWERFUL IMPACT.

  • THE PURPOSE OF MERIDIAN INSTITUTE IS HELP OUR PARTNERS AND CLIENTS DEVELOP AND IMPLEMENT ACTIONABLE SOLUTIONS TO COMPLICATED, OFTEN CONTROVERSIAL PROBLEMS-BIG AND SMALL, GLOBAL AND LOCAL. OUR APPROACH BRINGS TOGETHER THREE ELEMENTS: A DEEP UNDERSTANDING OF THE ISSUES AT HAND; A DEDICATED TEAM OF EXPERTS IN COLLABORATIVE PROBLEM-SOLVING; AND OUR ABILITY TO SUPPORT CONSTRUCTIVE DIALOGUES, DECISIONS, AND ACTIONS THAT SHAPE THE WORLD FOR THE BETTER. TOGETHER, WITH OUR PARTNERS AND CLIENTS, WE NAVIGATE THE QUESTIONS, CONTEXT, AND IMPLICATIONS SURROUNDING MANY OF THE SOCIETAL CHALLENGES THAT LIE AHEAD.

    Expenses $30,161,704 · Revenue $6,376,787

As filed on the 2022 return.

Listed in Part VII

  • Leon Panetta

    BOARD CHAIR (TERM ENDED APRIL 2023)

    Total calculated
    $0
    Hours/week
    0.1

  • Christine Todd Whitman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Manish Bapna

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kevin Cavanaugh

    BOARD OF DIRECTOR (BEGAN MAY 2023)

    Total calculated
    $0
    Hours/week
    0.1

  • Rikin Gandhi

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Franklin Moore

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Hindou Oumarou Ibrahim

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Jason Ingle

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Tjada D'Oyen McKenna

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Todd Barker

    CHIEF EXECUTIVE OFFICER/PRESIDENT

    Total calculated
    $335,764
    From this org
    $284,969
    From related orgs
    $0
    Other
    $50,795
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $284,279
    Bonus
    $0
    Other
    $690
    Deferred
    $14,453
    Nontaxable benefits
    $36,341
    Filer's total
    $335,763

  • Jacqueline Manguso

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $238,808
    From this org
    $196,130
    From related orgs
    $0
    Other
    $42,678
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $194,221
    Bonus
    $0
    Other
    $1,909
    Deferred
    $10,014
    Nontaxable benefits
    $32,664
    Filer's total
    $238,808

  • Heather Lair

    PARTNER/SECRETARY

    Total calculated
    $245,128
    From this org
    $192,736
    From related orgs
    $0
    Other
    $52,392
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,322
    Bonus
    $0
    Other
    $414
    Deferred
    $10,000
    Nontaxable benefits
    $42,392
    Filer's total
    $245,128

  • Kauthar Rahman

    CHIEF OPERATING OFFICER

    Total calculated
    $231,087
    From this org
    $198,894
    From related orgs
    $0
    Other
    $32,193
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,669
    Bonus
    $0
    Other
    $225
    Deferred
    $10,034
    Nontaxable benefits
    $22,159
    Filer's total
    $231,087

  • Jennifer Pratt Miles

    PARTNER

    Total calculated
    $212,096
    From this org
    $177,675
    From related orgs
    $0
    Other
    $34,421
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $177,087
    Bonus
    $0
    Other
    $588
    Deferred
    $9,033
    Nontaxable benefits
    $25,388
    Filer's total
    $212,096

  • Molly Mayo Wood

    SENIOR PARTNER

    Total calculated
    $288,680
    From this org
    $247,782
    From related orgs
    $0
    Other
    $40,898
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $247,092
    Bonus
    $0
    Other
    $690
    Deferred
    $12,527
    Nontaxable benefits
    $28,371
    Filer's total
    $288,680

  • Timothy Mealey

    SENIOR PARTNER

    Total calculated
    $441,074
    From this org
    $440,066
    From related orgs
    $0
    Other
    $1,008
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $20,160
    Bonus
    $0
    Other
    $419,906
    Deferred
    $1,008
    Nontaxable benefits
    $0
    Filer's total
    $441,074

  • John Ehrmann

    SENIOR PARTNER (THRU DEC 2022)

    Total calculated
    $318,585
    From this org
    $273,488
    From related orgs
    $0
    Other
    $45,097
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $271,016
    Bonus
    $0
    Other
    $2,472
    Deferred
    $13,855
    Nontaxable benefits
    $31,242
    Filer's total
    $318,585

  • Laurie Ristino

    GENERAL COUNSEL AND PROGRAM DIRECTOR

    Total calculated
    $192,146
    From this org
    $182,323
    From related orgs
    $0
    Other
    $9,823
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $181,239
    Bonus
    $0
    Other
    $1,084
    Deferred
    $8,824
    Nontaxable benefits
    $999
    Filer's total
    $192,146

  • Brad Spangler

    SENIOR MEDIATOR AND PROGRAM MANAGER

    Total calculated
    $159,952
    From this org
    $114,051
    From related orgs
    $0
    Other
    $45,901
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,051
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45,901
    Filer's total
    $159,952

  • Michael Lesnick

    SENIOR PARTNER

    Total calculated
    $399,769
    From this org
    $399,769
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $399,769
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $399,769

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART II
MICHAEL LESNICK AND TIMOTHY MEALEY'S OTHER COMPENSATION WAS 457B DISTRIBUTION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MERIDIAN IMPLEMENTATION FUND

    501(C)(4) · CONSULTING · DE · controlled entity

    Directly controlled by MERIDIAN INSTITUTE

  • MERIDIAN PRIME INC

    501(C)(3) · SUPPORT AND CATALYZE COLLABORATIVE SOLUTIONS TO COMPLEX GLOBAL CHALLENGES · DE · controlled entity

    Directly controlled by MERIDIAN INSTITUTE

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202442279349303854

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