FOUNDATION FOR WORKFORCE MOBILITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR WORKFORCE MOBILITY (EIN 75-3138889)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-08-14
- IRS object ID
- 201802269349300320
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T08:35:56-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753138889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR WORKFORCE MOBILITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7038423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BOULEVARD SUITE NO 510 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7038423400 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGARET SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BOULEVARD SUITE NO 510 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,537 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ERC.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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). | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $87,253 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$97,277 | PYOtherRevenueAmt |
| CY Other Revenue | -$382 | CYOtherRevenueAmt |
| PY Total Revenue | -$10,024 | PYTotalRevenueAmt |
| CY Total Revenue | $120,368 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,388 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,894 | PYOtherExpensesAmt |
| CY Other Expenses | $16,090 | CYOtherExpensesAmt |
| PY Total Expenses | $46,894 | PYTotalExpensesAmt |
| CY Total Expenses | $96,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$56,918 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,890 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $293,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,462 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $289,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $313,807 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,388 | ExpenseAmt |
| Grant | $80,388 | GrantAmt |
| Desc | SCHOLARSHIP-THE FOUNDATION SCHOLARSHIP AWARDS THROUGH PARTICIPATING REGIONAL GROUP PARTNERS A REGIONAL GROUP THAT HAS A PROGRAM THAT CONFORMS TO THE FOUNDATION'S CRITERIA CAN APPLY FOR FUNDS FROM THE FOUNDATION WHICH, IF AWARDED, THEY CAN USE TO ENHANCE THEIR OWN PROGRAM THROUGH ADDITIONAL SCHOLARSHIPS | Desc |
| Total Program Service Expenses | $80,388 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK FABEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038423411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BOULEVARD STE 510 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KATHLEEN JENNIE BAKER CRP GMS-T | |||||||
| VICE CHAIR & CHAIRMAN | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHNNY H HAINES SCRP SGMS-T | |||||||
| CHAIRMAN | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET SMITH SCRP SGMS-T | |||||||
| PRESIDENT & CEO | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $495,119 | $34,113 |
| GARY F DITTRICH GMS-T | |||||||
| VICE CHAIR & TRUSTEE | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT L GIESE SCRP GMS | |||||||
| VICE CHAIR & CHAIR ELECT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE BARTOLONI SCRP | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EVE A SEIB CRP GMS | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE ROBINSON CRP | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL WERTH CRP | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY A WEST CRP SGMS-T | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS A WHITAKER SGMS | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN M JOHN SCRP SGMS-T | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMBERLEY JOHNSON | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA A RITCHIE CRP GMS-T | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $495,119 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,113 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $96,907 | FundraisingAmt |
| All Other Contributions | $23,843 | AllOtherContributionsAmt |
| Total Contributions | $120,750 | TotalContributionsAmt |
| Fundraising Gross Income | $104,787 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $96,907 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $105,169 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$382 | TotalRevenueColumnAmt |
| Exclusion | -$382 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$382 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,388 | TotalAmt |
| Program Services | $69,388 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Program Services | $11,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,137 | TotalAmt |
| Management And General | $14,137 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521 | TotalAmt |
| Management And General | $521 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659 | TotalAmt |
| Management And General | $659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $698 | TotalAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,478 | TotalAmt |
| Program Services | $80,388 | ProgramServicesAmt |
| Management And General | $16,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,724 | BOYAmt |
| EOY | $290,921 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,968 | BOYAmt |
| EOY | $948 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $24,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,692 | BOYAmt |
| EOY | $316,462 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275 | BOYAmt |
| EOY | $2,655 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,775 | BOYAmt |
| EOY | $2,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,917 | BOYAmt |
| EOY | $313,807 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,917 | BOYAmt |
| EOY | $313,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,692 | BOYAmt |
| EOY | $316,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,890 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,750 | CurrentTaxYearAmt |
| Total | $343,034 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,750 | CurrentTaxYearAmt |
| Total | $343,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $343,034 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,787 | CurrentTaxYearAmt |
| Total | $350,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $693,177 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $179,311 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $158,888 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $89,571 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,317 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,596 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $82,803 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $4,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,795 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $28,070 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,750 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,320 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,217 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,024 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,736 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,586 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $11,150 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,484 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $201,694 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $96,907 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,787 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,596 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $90,020 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $4,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,303 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,169 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$382 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FAMILY PROMISE | |||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | 521591461 | 501(C)(3) | $10,250 | SUPPORT FOR ORG'S COMMUNITY SUPPORT MISSION |
| OPERATION LOTUS | |||||||
| PO BOX 3056 | RIVERVIEW | FL | 33568 | 471490387 | 501(C)(3) | $8,387 | HURRICANE IRMA RELIEF |
| GREATER HOUSTON COMMUNITY | |||||||
| 5120 WOODWAY DR SUITE 6000 | HOUSTON | TX | 77056 | 237160400 | 501(C)(3) | $42,363 | HURRICANE HARVEY RELIEF FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $11,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION RELIES ON GUIDESTAR RATING TO DETERMINE ELIGIBLITY FOR GRANTS AND PROPER USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SMITH SCRP SGMS-T | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $436,591 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $57,970 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $558 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $10,600 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $29,333 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $535,052 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THERE IS NO COMPENSATION CRITERIA OR POLICY BY THIS ORGANIZATION BECAUSE IT DOES NOT COMPENSATE ANYONE. IT SHARES EMPLOYEES WITH WORLDWIDE ERC, INC., A RELATED ORGANIZATION WHICH DOES HAVE CRITERIA AND POLICIES LISTED ON ITS FORM 990. |
| 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 $18,000 DURING THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | THERE IS NO COMPENSATON POLICY BY THIS ORGANIZATION BECAUSE IT DOES NOT COMPENSATE ANYONE. IT SHARES EMPLOYEES WITH WORLDWIDE ERC, INC., A RELATED ORGANIZATION WHICH DOES HAVE SUCH POLICIES LISTED ON ITS FORM 990. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDWIDE ERC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD SUITE 510 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362540670 | EIN |
| Primary Activities | MEMBERSHIP | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments