FOUNDATION FOR WORKFORCE MOBILITY: Form 990EZ, tax year 2016
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- Organization
- FOUNDATION FOR WORKFORCE MOBILITY (EIN 75-3138889)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349200208
- Schema version
- 2016v3.0
- 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 | 2017-11-14T05:41:42-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | 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 | 2017-11-14 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 05:41:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A779249EE4AB03D4EBCA877230ED83790B34DB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.erc.org/foundation | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $137,823 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $87,253 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $50,570 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $147,847 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$97,277 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | -$10,024 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $20,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $13,330 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $13,564 | OtherExpensesTotalAmt |
| Total Expenses | $46,894 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$56,918 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $346,835 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $289,917 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,207 | BOYAmt |
| EOY | $259,724 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436 | BOYAmt |
| EOY | $33,968 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,643 | BOYAmt |
| EOY | $293,692 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,808 | BOYAmt |
| EOY | $3,775 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,835 | BOYAmt |
| EOY | $289,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | FOUNDATION FOR WORKFORCE MOBILITY (FOUNDATION) IS A CHARITABLE AND EDUCATIONAL 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 AND EDUCATIONAL 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). | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| 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 | $20,330 | $20,330 |
| charitable giving - funds received by the foundation are designed to widen outreach from the relocation industry to a broader business community, and are directed toward education, research, or charitable outreach at the discretion of its board of trustees. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,330 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Janet L Schaefer SCRP GMS | ||||
| Chairman | 0.50 | $0 | $0 | $0 |
| Kathleen Jennie Baker CRP GMS-T | ||||
| Vice Chair & Chair Elect | 0.50 | $0 | $0 | $0 |
| Johnny H Haines SCRP SGMS-T | ||||
| Chair-Elect & Chairman | 0.50 | $0 | $0 | $0 |
| Margaret Smith SCRP SGMS-T | ||||
| President | 0.50 | $0 | $0 | $0 |
| Gary F Dittrich GMS-T | ||||
| Vice Chair & Director | 0.50 | $0 | $0 | $0 |
| Robert L Giese SCRP GMS | ||||
| Director & Vice Chair | 0.50 | $0 | $0 | $0 |
| GeLaine M Joachim SCRP | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Kate Santo Reisinger CRP | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Debbie Robinson CRP | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Jaime S Suarez CRP | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Kelly A West CRP SGMS-T | ||||
| Director & Vice Chair | 0.50 | $0 | $0 | $0 |
| Thomas A Whitaker SCRP SGMS | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK FABEL | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038423400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $63,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,253 | CurrentTaxYearAmt |
| Total | $285,861 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,253 | CurrentTaxYearAmt |
| Total | $285,861 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,635 | SubstantialContributorsTotAmt |
| Public Support Total170 | $284,226 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,045 | CurrentTaxYearAmt |
| Total | $304,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $589,905 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $237,999 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47900 | 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 | BESTIVAL | Event1Nm |
| Gross Receipts Event1 | $83,230 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $65,697 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,533 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $135,426 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $696 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $24,337 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,737 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,984 | RentFacilityCostsEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,611 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,311 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,300 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,741 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $125,178 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $74,608 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,570 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $145,410 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,437 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $147,847 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$97,277 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS UNDER $5,000. Grantee Name: VARIOUS. Grantee Relationship: NONE. Property Description: CASH. Amount Given: 20,000. Total included on Form 990-EZ, line 10: 20,000. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Office supplies and telephone. Amount: 11,196. Description: Dues and Subscriptions. Amount: 1,338. Description: TRAVEL. Amount: 41. Description: MIscellaneous. Amount: 330. Description: INSURANCE. Amount: 659. Total to Form 990-EZ, line 16: 13,564. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Accounts Receivable. Beg. of Year Amount: 374. End of Year Amount: 31,968. Description: Prepaid Expenses. Beg. of Year Amount: 1,062. End of Year Amount: 2,000. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: Accounts Payable. Beg. of Year Amount: 2,588. End of Year Amount: 1,500. Description: Deferred Revenue. Beg. of Year Amount: 7,220. End of Year Amount: 2,275. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |
Comments