2021-02-16T08:37:44-06:00 2020-03-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-04-01 753138889 FOUNDATION FOR WORKFORCE MOBILITY FOUN 7038423400 PO BOX 41990 ARLINGTON VA 22204 LYNN SHOTWELL CEO 7038423400 2021-02-16 1 MIKE SORRELLS P00001737 2022932200 2019 2022-09-23 18:48:47Z X LYNN SHOTWELL PO BOX 41990 ARLINGTON VA 22204 218113 0 X WWW.ERC.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). 9 9 0 13 0 0 148925 187701 0 0 0 0 -51396 -91248 97529 96453 27000 29500 0 0 0 0 0 0 0 18627 21775 45627 51275 51902 45178 372186 414462 6477 3575 365709 410887 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 29500 29500 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. 29500 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 9 9 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X THE ORGANIZATION 7038423400 PO BOX 41990 ARLINGTON VA 22204 ANNE BARTOLONI CHAIR (AS OF 1/20) 0.50 0.00 X X 0 0 0 ROBERT GIESE CHAIR (THRU 12/19) 0.50 0.00 X X 0 0 0 EVE SEIB CHAIR-ELECT (AS OF 1/20) 0.50 0.00 X X 0 0 0 ZEKE OAKS VICE CHAIR (AS OF 1/20) 0.50 0.00 X X 0 0 0 CHERYL BILANCIA TRUSTEE (AS OF 1/20) 0.50 0.00 X 0 0 0 JOHN BRENNAN TRUSTEE (AS OF 1/20) 0.50 0.00 X 0 0 0 KAREN GERBA TRUSTEE 0.50 0.00 X 0 0 0 GARY GRUND TRUSTEE 0.50 0.00 X 0 0 0 BOB PORTALE TRUSTEE (AS OF 1/20) 0.50 0.00 X 0 0 0 BILL WERTH TRUSTEE 0.50 0.00 X 0 0 0 STEVEN JOHN TRUSTEE (THRU 12/19) 0.50 0.00 X 0 0 0 AMBERLEY JOHNSON TRUSTEE (THRU 12/19) 0.50 0.00 X 0 0 0 DEBRA RITCHIE TRUSTEE (THRU 12/19) 0.50 0.00 X 0 0 0 MARGARET SMITH EVP & CEO (THRU 12/19) 0.50 40.00 X 0 565305 38693 LYNN SHOTWELL EVP & CEO (AS OF 3/30/20) 0.50 40.00 X 0 0 0 0 565305 38693 0 0 1 0 0 186446 1255 187701 29723 186446 121660 -91937 -91937 MISCELLANEOUS INCOME 900099 689 689 689 96453 0 0 -91248 17500 17500 12000 12000 18442 18442 1680 1680 648 648 DUES AND SUBSCRIPTIONS 1005 1005 51275 29500 21775 0 350686 385072 621 20879 29390 372186 414462 2675 6477 900 6477 3575 X 365709 410887 365709 410887 372186 414462 45178 0 X 0 0 0 X 57557 87253 120750 148925 187701 602186 57557 87253 120750 148925 187701 602186 602186 63710 66045 104787 57209 30412 322163 924349 63710 0.65150 0.55400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 689. SPECIAL EVENT INCOME - 2015 AMOUNT: $ 63,710. 2016 AMOUNT: $ 66,045. 2017 AMOUNT: $ 104,787. 2018 AMOUNT: $ 57,209. 2019 AMOUNT: $ 29,723. AUTUMN GALA 180112 178118 1994 13690 69709 1455 24239 GOLF 26005 4676 21329 10445 312 1 10052 3652 6400 1810 216169 186446 29723 13690 80154 1455 26361 121660 -91937 1 FAMILY PROMISE 71 SUMMIT AVENUE SUMMIT NJ 07901 521591461 501(C)(3) 15000 SUPPORT FOR ORG'S COMMUNITY SUPPORT MISSION 1 0 SCHOLARSHIPS 12 12000 PART I, LINE 2: ORGANIZATION RELIES ON GUIDESTAR RATING TO DETERMINE ELIGIBLITY FOR GRANTS AND PROPER USE OF FUNDS. 0 1 0 0 0 0 0 0 0 MARGARET SMITH EVP & CEO (THRU 12/19) 0 407127 0 137554 0 20624 0 11400 0 32428 0 609133 0 0 PART I, LINE 3 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. PART I, LINE 4B MARGARET SMITH, PRESIDENT AND CEO OF THIS ORGANIZATION AS WELL AS THE RELATED ORGANIZATION, WORLDWIDE ERC, INC. PARTICIPATED IN THE RELATED ORGANIZATION'S SECTION 457(B) PLAN AND RECEIVED $19,500 DURING THE YEAR. 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 18422 FMV