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FOUNDATION FOR WORKFORCE MOBILITY: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR WORKFORCE MOBILITY (EIN 75-3138889)
Tax period
2021-04-01 to 2022-03-31
Filed
2023-02-14
IRS object ID
202320459349201117
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-14T16:30:06+00:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571157523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Rockville Pike Suite 600AddressLine1Txt
CityRockvilleCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN753138889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR WORKFORCE MOBILITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7038423400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K Street NW 300AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynn ShotwellPersonNm
Person TitleCEOPersonTitleTxt
Phone7038423400PhoneNum
Signature2023-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLynnPersonFirstNm
Person LastShotwellPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY M PLOTTS CPAPreparerPersonNm
PTINP01255941PTIN
Phone3012316200PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.WORLDWIDEERC.ORG/FOUNDATIONWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$182,673GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$84,872ContributionsGiftsGrantsEtcAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$97,626FundraisingGrossIncomeAmt
Special Events Direct Expenses$20,756SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$76,870SpecialEventsNetIncomeLossAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$175OtherRevenueTotalAmt
Total Revenue$161,917TotalRevenueAmt
Grants And Similar Amounts Paid$25,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$24,245FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$84,406OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$241PrintingPublicationsPostageAmt
Other Expenses Total$12,847OtherExpensesTotalAmt
Total Expenses$146,739TotalExpensesAmt
Excess Or Deficit For Year$15,178ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$421,136NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$436,314NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$436,533BOYAmt
EOY$434,576EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,450BOYAmt
EOY$2,842EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$438,983BOYAmt
EOY$437,418EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,847BOYAmt
EOY$1,104EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$421,136BOYAmt
EOY$436,314EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE FOUNDATION FOR WORKFORCE MOBILITY (FOUNDATION) IS AN EDUCATIONAL, RESEARCH AND CHARITABLE ENTITY THAT PROVIDES OUTREACH FROM THE RELOCATION INDUSTRY TO THE BROADER BUSINESS COMMUNITY. THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES INCLUDING THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT ALSO QUALIFY AS EXEMPT ORGANIZATIONS WITHIN THE MEANING OF IRS SECTION 501(C)(3).PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSCHOLARSHIP THE FOUNDATION PARTNERS WITH SELECT REGIONAL NON-PROFIT RELOCATION GROUPS TO AWARD SCHOLARSHIPS TO STUDENTS WHO HAVE BEEN IMPACTED BY RELOCATION. THE FOUNDATION'S SCHOLARSHIP MAY BE ENHANCED BY ADDITIONAL GIVING FROM THE REGION.DescriptionProgramSrvcAccomTxt
Grants And Allocations$25,000GrantsAndAllocationsAmt
Program Service Expenses$25,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$25,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZEKE OAKS
CHAIR-ELECT (UNTIL 12/2021); CHAIR (FROM 1/2022)0.500$0$0$0
STEPHEN MCGARRY
TRUSTEE (UNTIL 12/2021); VICE CHAIR (FROM 1/2022)0.500$0$0$0
SHANNON BROWN
TRUSTEE (UNTIL 12/2021); CHAIR-ELECT (FROM 1/2022)0.500$0$0$0
DAVID BUNNELL
TRUSTEE0.500$0$0$0
ROBERT BRIZUELA
TRUSTEE0.500$0$0$0
SYLVIA SALAZAR
TRUSTEE0.500$0$0$0
BOB PORTALE
TRUSTEE0.500$0$0$0
JOHN BRENNAN
TRUSTEE0.500$0$0$0
ELIZABETH HOTZE
TRUSTEE0.500$0$0$0
TIMOTHY NOWAK
TRUSTEE0.500$0$0$0
ANGEL LOZANO
TRUSTEE0.500$0$0$0
LYNN SHOTWELL
EVP & CEO0.500$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Worldwide ERC (Lynn Shotwell)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K Street NW Suite 300AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Phone7038423400PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,749CurrentTaxYearMinus1YearAmt
Current Tax Year$84,872CurrentTaxYearAmt
Total$599,997TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,749CurrentTaxYearMinus1YearAmt
Current Tax Year$84,872CurrentTaxYearAmt
Total$599,997TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$599,997PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,711CurrentTaxYearMinus1YearAmt
Current Tax Year$97,801CurrentTaxYearAmt
Total$302,920TotalAmt
FieldValueIRS element (for citing)
Total Support$902,917TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.6645PublicSupportCY170Pct
Public Support PY1700.6896PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - SPECIAL EVENT INCOME, COLUMN A - 104787.0, COLUMN B - 57209.0, COLUMN C - 29723.0, COLUMN D - 12711.0, COLUMN E - 97626.0, COLUMN F - 302056.0; DESCRIPTION - MISCELLANEOUS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 689.0, COLUMN D - 0.0, COLUMN E - 175.0, COLUMN F - 864.0;ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$144,681GrossReceiptsEvent1Amt
Charitable Contri Event1$47,055CharitableContriEvent1Amt
Gross Revenue Event1$97,626GrossRevenueEvent1Amt
Other Direct Expenses Event1$20,756OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$144,681GrossReceiptsTotalAmt
Charitable Contributions Tot$47,055CharitableContributionsTotAmt
Gross Revenue Total Events$97,626GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$20,756OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,756DirectExpenseSummaryEventsAmt
Net Income Summary$76,870NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 8 Other RevenueMiscellaneous - 175;
Form 990-EZ, Part I, Line 10 Grants PaidACTIVITY:;GRANTEE NAME:FAMILY PROMISE;GRANTEE ADDRESS:71 SUMMIT AVENUE , SUMMIT, NJ, 07901-____, US;AMOUNT:15000;RELATIONSHIP:NONE;ACTIVITY:SCHOLARSHIP;GRANTEE NAME:10 INDIVIDUALS;GRANTEE ADDRESS:P.O. BOX 41990 , ARLINGTON, VA, 22204-____, US;AMOUNT:10000;RELATIONSHIP:NONE;
Form 990-EZ, Part I, Line 16 Other ExpensesDECOR - 1680; PROMOTIONAL ITEMS - 1187; MEETING COSTS - 2070; DUES & SUBSCRIPTIONS - 6139; INSURANCE - 614; TAXES - 597; AWARDS - 560;
Form 990-EZ, Part II, Line 24b Other AssetsPREPAID EXPENSES - BOY:2450,EOY:347; DUE FROM AFFILIATE - BOY:0,EOY:2495;
Form 990-EZ, Part II, Line 26b Total LiabilitiesACCOUNTS PAYABLE - BOY:1175,EOY:1000; DEFERRED REVENUE - BOY:200,EOY:104; DUE TO ERC - BOY:16472,EOY:0;
Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSETHE FOUNDATION FOR WORKFORCE MOBILITY (FOUNDATION) IS AN EDUCATIONAL, RESEARCH AND CHARITABLE ENTITY THAT PROVIDES OUTREACH FROM THE RELOCATION INDUSTRY TO THE BROADER BUSINESS COMMUNITY. THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES INCLUDING THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT ALSO QUALIFY AS EXEMPT ORGANIZATIONS WITHIN THE MEANING OF IRS SECTION 501(C)(3).

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