2024-11-15T14:58:07-06:00 2023-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 362540670 Worldwide ERC WORL 7038423411 2001 K Street NW 300 Washington DC 20006 Anupam Singhal Board Chair 7038423411 2024-11-15 1 0 Stacy Cullen P00974308 3012316200 2024-11-15 2023 2024-10-15 13:58:12Z Anupam Singhal 2001 K Street NW 300 Washington DC 20006 7331818 0 X https://www.worldwideerc.org/ X 1964 IL To empower mobile people through meaningful connection, unbiased information, inspired ideas and solutions. 13 12 13 13 207434 0 0 0 6098976 7106116 96166 125740 -1193866 99962 5001276 7331818 0 0 0 0 1751218 1610983 0 0 0 4321304 6061515 6072522 7672498 -1071246 -340680 10088481 8832118 5442979 4366362 4645502 4465756 The mission of Worldwide ERC is to provide leadership, advocacy, education, and networking to global workforce mobility professionals and stakeholders through specialized training, credentialing, meeting events, and information exchange. 0 0 Membership provides mobility professionals with access to certain benefits including in-person and online learning and networking events, publications featuring industry news and information, exclusive online communities and volunteer opportunities, job-related tools and resources, research and certification programs. Worldwide ERC holds numerous conferences each year featuring educational sessions related to workforce mobility in the United States and abroad. The conferences are open to members and nonmembers and include educational and networking sessions as well as exhibits. Mobility Magazine is the most widely circulated publication devoted to workforce mobility. It provides industry news, analyst, insights and data for mobility professionals in all industries around the globe. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 21 0 1 13 1 1 1 1 SZ 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X The Organization 7038423411 2001 K Street NW 300 Washington DC 20006 Matthew Gilliland Director, Research 40.00 X 23965 0 0 Anupam Singhal Chair 5.00 X X 0 0 0 Mark Burchell Treasurer 3.00 X X 0 0 0 Tyler Reynolds Immediate Past Chair 1.00 X X 0 0 0 Ashli Aldrich Chair -Elect 1.00 X X 0 0 0 Kathy Connelly Director 1.00 X 0 0 0 Deb Convery Director 1.00 X 0 0 0 Tanya Mariottini Director 1.00 X 0 0 0 Simon Mason Director 1.00 X 0 0 0 Michelle Moore Director 1.00 X 0 0 0 David Pascoe Director 1.00 X 0 0 0 Benny Tan Director 1.00 X 0 0 0 Eluned Wallace Director 1.00 X 0 0 0 Lynn Shotwell CEO 40.00 X 316055 0 0 Karen Cygal Sr VP, Business Development and Strategy 40.00 X 212256 0 0 Michael Jackson VP, Member Engagement & Public Policy 40.00 X 202351 0 0 754627 0 0 4 0 1 0 Smithbucklin 330 North Wabash Avenue Chicago IL 60611 Association Management 2158452 Freeman PO Box 734596 Dallas TX 75373 Event Services 1119655 Levy Restaurants 414 Summer Street Boston MA 02210 Food and Beverage at Events 360587 MAD Development 501 E Kennedy Blvd Tampa FL 33602 Web Development and Support 156260 4 Conference 900099 3074213 3074213 Membership Dues 900099 2912095 2912095 Professional Developme 900099 865372 865372 Publications 900099 161430 41266 120164 Online Sales 900099 87270 87270 5736 5736 7106116 125740 125740 Other Revenue 900099 99962 99962 99962 7331818 6998644 207434 125740 X 863994 540422 37361 74570 94636 29876 227622 16780 2009710 320938 251607 156349 93216 6138 160094 37167 Events 2061003 Consulting Expenses 360888 Dues & Subscriptions 134427 Taxes 100427 95273 7672498 1275860 981138 3857830 3312195 337259 84902 114091 286837 2640592 2269003 531683 371589 3296588 3412118 675170 383339 10088481 8832118 444723 352491 2367910 1758803 155903 150775 2474443 2104293 5442979 4366362 X 4645502 4465756 4645502 4465756 10088481 8832118 -340680 160934 0 X X 0 1 X 1 0 0 0 0 2912095 64729 52920 117649 117649 728342 447851 280491 1912250 1821152 91098 371589 Lease Liability - Operating Lease 2104293 2104293 X 7432972 160934 160934 7272038 16780 43000 59780 7331818 7612718 0 7612718 16780 43000 59780 7672498 Part X, Line 2: Worldwide ERC evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50 percent likely of being realized upon ultimate settlement. As of December 31, 2023 and 2022, there are no accruals for uncertain tax positions. If applicable, Worldwide ERC records interest and penalties as a component of income tax expense. Tax years from 2020 through the current year remain open for examination by tax authorities. Part XI, Line 4b - Other Adjustments: Provisions for Income and tax proxy expense 43,000. Part XII, Line 4b - Other Adjustments: Provisions for Income and tax proxy expense 43,000. X X X 0 0 0 Lynn Shotwell CEO 316055 0 0 0 0 0 0 0 0 0 316055 0 0 0 Karen Cygal Sr VP, Business Development and Stra 212256 0 0 0 0 0 0 0 0 0 212256 0 0 0 Michael Jackson VP, Member Engagement & Public Polic 202351 0 0 0 0 0 0 0 0 0 202351 0 0 0 Form 990, Part VI, Section A, line 2 Numerous Board Members - Business Relationship Form 990, Part VI, Section A, line 6 Membership criteria are established by the Worldwide ERC board of directors from time to time. Membership is available to both individuals and corporations involved in global mobility, including for-profit and government organizations engaged in relocating employee's real estate brokers and appraisers' relocation service providers and relocation management companies. Each category of membership is afforded a distinct array of benefits, including access to educational tools and resources, networking, directory listing, publications, research and volunteer opportunities. Form 990, Part VI, Section A, line 7a A nominating committee puts together a slate of board member candidates, which are approved by the full board of directors. Form 990, Part VI, Section A, line 8b The Executive committee does not keep minutes of its meetings. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by independent tax advisors and is reviewed by the CEO and Vice Chair finance a copy is provided to each member of the governing body prior to filing. Form 990, Part VI, Section B, line 12c Every year, the board of directors is issued a conflict-of-interest policy statement, outlining what constitutes a conflict, and what notice they are required to give in the event a conflict arises. Additionally, each member of the board of directors must sign a statement agreeing to comply with the policy statement. If a conflict arises, the person is recused from the governing body's deliberations and decisions surrounding the applicable transaction. Form 990, Part VI, Section B, line 15 The CEO/President compensation was established in a negotiated contract signed by a chairman of the board. The salary was benchmarked against an index for similar positions. Variable compensation was based on results measured against performance objectives as determined by the chair in accordance with the negotiated agreement. Executive vice president and senior vice president salaries are determined by CEO/President and measured against industry and geographic averages for similar positions. Form 990, Part VI, Section C, line 19 The organization makes its form 990 available to those persons requesting a copy. The bylaws of the organization are available on the Worldwide ERC website. The audited financial statements are made available to members on the website. The conflict-of-interest policy is available upon request. Form 990, Part IX, line 11g Consulting and Oversight services 326,414. Design 99,070. Marketing and Communication Services 171,500. Sales Services 283,071. Registration 82,759. Education & Learning Services 235,675. Event Services 305,994. Membership and Operations Services 505,227. FORM 990, PART XII, LINE 2C: The oversight process has not changed from the previous year. Foundation for Workforce Mobility 2001 K Street NW Suite 300 Washington DC 20006 753138889 Charitable VA 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Foundation For Workforce Mobility Q 0 FMV