2025-10-30T11:12:43-04:00 2024-09-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2023-10-01 841435420 Meridian Institute % LAURIE RISTINO MERI 9705138340 POST OFFICE BOX 1829 DILLON CO 80435 KEVIN CAVANAUGH BOARD CHAIR 9705138340 2025-11-17 true true SABRE J LINAHAN P01372980 4048746244 2025-11-17 2023 2025-03-06 01:10:19Z KEVIN CAVANAUGH POST OFFICE BOX 1829 DILLON CO 80435 38072483 false X WWW.MERID.ORG X 1997 CO MERIDIAN INSTITUTE HELPS DEVELOP AND IMPLEMENT COLLABORATIVE SOLUTIONS TO COMPLEX LOCAL AND GLOBAL CHALLENGES THROUGH STRATEGY, IMPLEMENTATION, RESEARCH & OTHER SUPPORT. 8 8 77 8 0 26682473 37648657 6376787 0 4150 415826 5000 8000 33068410 38072483 0 50000 0 0 7692363 9221789 0 0 0 23874877 29410125 31567240 38681914 1501170 -609431 27047116 20714015 24001683 18050784 3045433 2663231 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. false false 31065047 50000 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. 31065047 true true false false false false false false false false true false false true true false false false false true true false false false false false false false false true false false false false false false false false false false false false false true true false false false true 198 0 true 77 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false false true true true true true true false false X LAURIE RISTINO 8562177504 POST OFFICE BOX 1829 DILLON CO 80435 X JOHN EHRMANN - RETIRED JAN 2023 SR MEDIATOR & PROGRAM DIRECTOR 40.0 0.0 X 377968 0 1835 TODD BARKER CEO 40.0 5.0 X 275531 0 62397 MOLLY MAYO WOOD SENIOR PARTNER 40.0 5.0 X 235497 0 44650 KAUTHAR RAHMAN COO 40.0 5.0 X 214667 0 41537 HEATHER LAIR PARTNER 40.0 0.0 X 189569 0 55888 JACQUELINE MANGUSO CFO 40.0 5.0 X 192136 0 42000 JENNIFER PRATT MILES PARTNER 40.0 0.0 X 188757 0 40543 LAURIE RISTINO SR MEDIATOR & GENERAL COUNSEL 40.0 0.0 X 190876 0 9434 JENNIFER BRASSANINI HR MANAGER 40.0 0.0 X 150188 0 43659 BRADFORD SPANGLER SR MEDIATOR & PROGRAM DIRECTOR 40.0 0.0 X 138039 0 52746 ROBYN PAULEKAS SR DIRECTOR & PROGRAM DIRECTOR 40.0 0.0 X 114463 0 42340 VANESSA KULICK PRICE SR DIRECTOR & PROGRAM MANAGER 40.0 0.0 X 114283 0 39197 ALESIA BLUM ACCOUNTANT & PAYROLL MANAGER 40.0 0.0 X 101224 0 40983 KEVIN CAVANAUGH BOARD CHAIR 1.0 1.0 X X 0 0 0 CHRISTIE TODD WHITMAN VICE CHAIR 1.0 1.0 X X 0 0 0 RIKIN GANDHI MEMBER OF FINANCE & AUDIT COMM 1.0 1.0 X 0 0 0 FRANKLIN MOORE MEMBER OF NOMINATIONS COMM 1.0 1.0 X 0 0 0 MANISH BAPNA MEMBER-AT-LARGE 1.0 1.0 X 0 0 0 HINDOU OUMAROU IBRAHIM MEMBER-AT-LARGE 1.0 1.0 X 0 0 0 TJADA D'OYEN MCKENNA MEMBER-AT-LARGE 1.0 1.0 X 0 0 0 JASON INGLE MEMBER-AT-LARGE 1.0 1.0 X 0 0 0 2483198 0 517209 20 false true false JOHN EHRMANN LLC 3000 S HIGH ST DENVER CO 80210 Consultant 351686 EAST2WEST COAST LLC 4600 FIELDSTON ROAD BELLINGHAM WA 98225 Consultant 329808 SARAH LAKE 333 ELIZABETH STREET DENVER CO 80205 Consultant 189897 FRONTWOOD STRATEGIES 4618 8TH STREET NW WASHINGTON DC 20011 Consultant 152650 KAMA DEAN FITZ 2429 W 37TH AVENUE DENVER CO 80211 Consultant 130421 10 16085865 21562792 37648657 0 415826 415826 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 8000 8000 8000 38072483 423826 X 50000 50000 0 0 0 2049404 1660018 389386 0 5671467 4593888 1077579 275968 223534 52434 710193 575256 134937 514757 416953 97804 0 17908 17908 323825 323825 0 0 0 22862936 18518978 4343958 92351 74804 17547 307344 248949 58395 821567 665469 156098 0 556356 450648 105708 2176538 1762996 413542 0 1338879 1084492 254387 0 0 203750 165038 38712 27155 21996 5159 BAD DEBT 414917 336083 78834 OTHER EXPENSES 202203 163784 38419 FEES, DUES, AND PERMITS 64396 52161 12235 0 38681914 31065047 7616867 0 17671108 13392913 1435984 1257649 480203 325000 4681645 3664043 0 0 0 0 0 0 0 0 178874 296751 2151708 1883955 422015 267753 0 0 0 0 0 0 0 0 2177287 1509906 27047116 20714015 2499158 4802246 0 0 18583147 11971230 0 0 0 0 0 0 0 0 0 0 2919378 1277308 24001683 18050784 X -1058892 -1685766 4104325 4348997 3045433 2663231 27047116 20714015 -609431 227229 X false false false X 6299126 9267816 16227379 26682473 37648657 96125451 7491064 12115014 7822855 6376787 33805720 0 0 0 13790190 21382830 24050234 33059260 37648657 129931171 9700493 9700493 2901218 6107072 2591816 2776495 14376601 2901218 6107072 2591816 2776495 9700493 24077094 105854077 1879 330 2262 4150 415826 424447 0 1879 330 2262 4150 415826 424447 0 3000 5000 8000 16000 13792069 21383160 24055496 33068410 38072483 130371618 0.81194 0.79200 0.00326 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1243546 1128818 114728 908162 755137 153025 267753 ROU ASSETS 951993 COMPENSATION PLAN 557913 1509906 0 LEASE LIABILITY 1100650 DEFERRED RENT 147677 SUBLESSOR DEPOSITS 28981 1277308 South America 0 0 Program Services CONSULTING SERVICES 490685 Sub-Saharan Africa 0 0 Program Services CONSULTING SERVICES 1753018 Europe (Including Iceland and Greenland) 0 0 Program Services CONSULTING SERVICES 697481 East Asia and the Pacific 0 0 Program Services CONSULTING SERVICES 524575 South Asia 0 0 Program Services CONSULTING SERVICES 348980 Middle East and North Africa 0 0 Program Services CONSULTING SERVICES 241523 0 0 0 0 4056262 4056262 false false false false false false X X false false false false false true false TODD BARKER CEO 275531 0 0 14190 49221 338942 0 JOHN EHRMANN - RETIRED JAN 2023 SR MEDIATOR & PROGRAM DIRECTOR 36704 0 341264 1835 0 379803 0 MOLLY MAYO WOOD SENIOR PARTNER 235497 0 0 11979 33685 281161 0 KAUTHAR RAHMAN COO 214667 0 0 10901 31650 257218 0 JACQUELINE MANGUSO CFO 192136 0 0 9900 33103 235139 0 LAURIE RISTINO SR MEDIATOR & GENERAL COUNSEL 190876 0 0 9434 967 201277 0 HEATHER LAIR PARTNER 189569 0 0 9824 47066 246459 0 JENNIFER PRATT MILES PARTNER 188757 0 0 8874 32618 230249 0 JENNIFER BRASSANINI HR MANAGER 150188 0 0 7904 36576 194668 0 BRADFORD SPANGLER SR MEDIATOR & PROGRAM DIRECTOR 138039 0 0 6940 46627 191606 0 ROBYN PAULEKAS SR DIRECTOR & PROGRAM DIRECTOR 114463 0 0 5898 37183 157544 0 VANESSA KULICK PRICE SR DIRECTOR & PROGRAM MANAGER 114283 0 0 6001 33939 154223 0 SCHEDULE J, PART I, LINE 7 A DEFERRED COMPENSATION PLAN BALANCE WAS PAID OUT AFTER THE RETIREMENT OF A SENIOR MEDIATOR & PROGRAM DIRECTOR. PART VI, SECTION B, LINE 11B THE CEO REVIEWS AND APPROVES THE 990 BEFORE SUBMITTING TO THE IRS. PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. IN THE EVENT THAT IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT DISCLOSES THE CIRCUMSTANCES TO THE CHAIR OR THE CHAIR'S DESIGNEE, WHO THEN DETERMINES WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THE POLICY. IF A CONFLICT OF INTEREST ARISES, THE IMPLICATED BOARD MEMBER MUST ABSTAIN FROM VOTING ON ANY MATTERS INVOLVING THE CONFLICT OF INTEREST. PART VI, SECTION B, LINE 15A THE LEADERSHIP GROUP REVIEWS AND VOTES ON COMPENSATION. IT IS ALSO REVIEWED WHEN PREPARING THE ANNUAL ORGANIZATION BUDGET. PART VI, SECTION C, LINE 19 MERIDIAN INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING & TRAINING TOTAL FEES:22862936 MERIDIAN IMPLEMENTATION FUND 1800 M ST NW 400N WASHINGTON DC 20036 261917913 CONSULTING DE 501(C)(4) MERIDIAN INS true MERIDIAN PRIME INC PO BOX 1829 DILLION CO 80435 873119171 SUPPORT DE 501(C)(3) LINE 7 MERIDIAN INS true false false false false false false false false false false false false false false true true false false false