2022-02-02T15:54:28-06:00 2021-03-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-04-01 753138889 FOUNDATION FOR WORKFORCE MOBILITY FOUN 7038423400 PO BOX 41990 ARLINGTON VA 22204 LYNN SHOTWELL PRESIDENT & CEO 7038423400 2022-02-02 1 LYNN SHOTWELL XXX-XX-XXXX ELIZABETH W HELLER P00397829 2022932200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LYNN SHOTWELL PO BOX 41990 ARLINGTON VA 22204 70460 0 X WWW.WORLDWIDEERC.ORG/FOUNDATION X 2005 VA FOUNDATION FOR WORKFORCE MOBILITY (FOUNDATION) IS AN EDUCATIONAL, RESEARCH, AND CHARITABLE ENTITY THAT PROVIDES AN OUTREACH FROM THE RELOCATION INDUSTRY TO A BROADER BUSINESS COMMUNITY, BOTH IN THE UNITED STATES AND AROUND THE WORLD. THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT ALSO QUALIFY AS EXEMPT ORGANIZATIONS WITHIN THE MEANING OF IRS SECTION OF 501(C)(3). 12 12 0 14 0 0 187701 57749 0 0 0 0 -91248 8638 96453 66387 29500 30690 0 0 0 0 0 0 0 21775 25448 51275 56138 45178 10249 414462 438983 3575 17847 410887 421136 X THE 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). 0 0 30690 30690 SCHOLARSHIP 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. 30690 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X WORLDWIDE ERC 7038423400 PO BOX 41990 ARLINGTON VA 22204 EVE SEIB CHAIR-ELECT (THRU 12/20) CHAIR (AS OF 1/21) 0.50 0.00 X X 0 0 0 ZEKE OAKS TREASURER (THRU 12/20);CHAIR-ELECT(AS OF 1/21) 0.50 0.00 X X 0 0 0 KAREN GERBA TREASURER (AS OF 1/21) 0.50 0.00 X X 0 0 0 ANNE BARTOLONI CHAIR (THRU 12/20); TRUSTEE (AS OF 1/21) 0.50 0.00 X X 0 0 0 CHERYL BILANCIA TRUSTEE 0.50 0.00 X 0 0 0 JOHN BRENNAN TRUSTEE 0.50 0.00 X 0 0 0 GARY GRUND TRUSTEE 0.50 0.00 X 0 0 0 BOB PORTALE TRUSTEE 0.50 0.00 X 0 0 0 BILL WERTH TRUSTEE (THRU 12/20) 0.50 0.00 X 0 0 0 ANGEL LOZANO TRUSTEE (AS OF 1/21) 0.50 0.00 X 0 0 0 ELIZABETH HOTZE TRUSTEE (AS OF 1/21) 0.50 0.00 X 0 0 0 SHANNON BROWN TRUSTEE (AS OF 1/21) 0.50 0.00 X 0 0 0 STEPHEN MCGARRY TRUSTEE (AS OF 1/21) 0.50 0.00 X 0 0 0 ROB GIESE TRUSTEE (THRU 12/20) 0.50 0.00 X 0 0 0 ED HANNIBAL TRUSTEE (THRU 12/20) 0.50 0.00 X 0 0 0 LYNN SHOTWELL EVP & CEO 0.50 40.00 X 0 337825 42447 0 337825 42447 0 0 1 0 0 35870 21879 57749 12711 35870 4073 8638 8638 66387 0 0 8638 16690 16690 14000 14000 18000 18000 388 388 3769 3769 597 597 636 636 DUES AND SUBSCRIPTIONS 2058 2058 56138 30690 25448 0 385072 436533 29390 2450 414462 438983 2675 1175 900 200 0 16472 3575 17847 X 410887 421136 410887 421136 414462 438983 10249 0 X 0 0 0 X 87253 120750 148925 187701 57749 602378 87253 120750 148925 187701 57749 602378 602378 66045 104787 57209 30412 12711 271164 873542 0.68960 0.65150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 689. SPECIAL EVENT INCOME - 2016 AMOUNT: $ 66,045. 2017 AMOUNT: $ 104,787. 2018 AMOUNT: $ 57,209. 2019 AMOUNT: $ 29,723. 2020 AMOUNT: $ 12,711. 0 DUE TO ERC 16472 16472 GALA 48581 35870 12711 4073 48581 35870 12711 4073 4073 8638 1 FAMILY PROMISE 71 SUMMIT AVENUE SUMMIT NJ 07901 521591461 501(C)(3) 15000 SUPPORT FOR ORG'S COMMUNITY SUPPORT MISSION 1 0 SCHOLARSHIPS 14 14000 PART I, LINE 2: ORGANIZATION RELIES ON GUIDESTAR RATING TO DETERMINE ELIGIBLITY FOR GRANTS AND PROPER USE OF FUNDS. 0 0 0 0 0 0 0 0 0 LYNN SHOTWELL EVP & CEO 0 337825 0 0 0 0 0 13950 0 31903 0 383678 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT DUTIES ARE DELEGATED TO THE MANAGEMENT OF WORLDWIDE ERC, INC. PURSUANT TO A MANAGEMENT AGREEMENT. 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 A COPY OF THE FORM 990 WAS 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 FOUNDATION DOES NOT HAVE ANY EMPLOYEES, THUS IT DOES NOT HAVE A COMPENSATION POLICY. THE FOUNDATION'S OPERATIONS ARE MANAGED THROUGH AN AGREEMENT WITH THE WORLDWIDE ERC, INC. THE CEO OF WORLDWIDE ERC ALSO SERVES AS THE CEO OF THE FOUNDATION AND AS A NON-VOTING MEMBER OF THE BOARD OF TRUSTEES. HER COMPENSATION IS DETERMINED BY THE WORLDWIDE, ERC BOARD OF DIRECTORS IN ACCORD WITH THEIR COMPENSATION PRACTICES. 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 FOUNDATION WEBSITE. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. WORLDWIDE ERC INC PO BOX 41990 ARLINGTON VA 22204 362540670 MEMBERSHIP VA 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 WORLDWIDE ERC INC P 18000 FMV