FOUNDATION FOR WORKFORCE MOBILITY: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR WORKFORCE MOBILITY (EIN 75-3138889)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-12
- IRS object ID
- 201500439349200220
- Schema version
- 2013v4.0
- 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 | 2015-02-12T11:44:02-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 CORPORATE RIDGE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIRK FABEL | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7038423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 Wilson Boulevard | AddressLine1 |
| Address Line2 | Suite Ste 510 | AddressLine2 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK M FABEL | PersonNm |
| Person Title | VP Finance of Worldwide ERC | PersonTitleTxt |
| Phone | 7038423400 | PhoneNum |
| Signature | 2015-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Torretta | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038423400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.erc.org/foundation | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $52,652 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $22,870 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $29,782 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $11,479 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,303 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $41,173 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,040 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $9,714 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $14,039 | OtherExpensesTotalAmt |
| Total Expenses | $42,793 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,620 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $274,770 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,150 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,042 | BOYAmt |
| EOY | $273,972 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,453 | BOYAmt |
| EOY | $19,863 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,495 | BOYAmt |
| EOY | $293,835 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,725 | BOYAmt |
| EOY | $20,685 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,770 | BOYAmt |
| EOY | $273,150 | 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 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 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 (3 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. | $14,040 | $14,040 |
| Foundation Walk - Each year, the Foundation sponsors walks in connection with conferences for the benefit of a charity in the locale of the meeting. Walkers are asked to make a voluntary contribution to the Foundation, and then a portion of these proceeds are then forwarded to the named charitable beneficiary. In addition to the walkers donating, sponsors are solicited to help fund the printing of T-shirts with charitable beneficiary and sponsor logos that are distributed the morning of the walk. | $4,500 | $4,500 |
| 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. | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,040 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Robert W Kelly Jr | ||||
| Chairman | 0.5 | $0 | $0 | $0 |
| Al Blumenberg SCRP | ||||
| Vice Chair & Chairman | 0.5 | $0 | ||
| Cathleen E Podell | ||||
| Vice Chair | 0.5 | $0 | ||
| Laura J Henneberry | ||||
| Secretary/Treasurer | 0.5 | $0 | ||
| Steven J Bova | ||||
| Trustee | 0.5 | $0 | ||
| Jonathan Cotton | ||||
| Trustee | 0.5 | $0 | ||
| Tonya Hamilton | ||||
| Trustee | 0.5 | $0 | ||
| Barb Springer | ||||
| Trustee & Vice Chairman | 0.5 | $0 | ||
| Vicki Hamp | ||||
| Trustee | 0.5 | $0 | ||
| Todd Stedman | ||||
| Trustee | 0.5 | $0 | ||
| Freddy Paxton III | ||||
| Trustee | 0.5 | $0 | ||
| Bruce W Walczak | ||||
| Trustee & Vice Chairman | 0.5 | $0 | ||
| Janet Schaefer SCRP GMS | ||||
| Vice Chairman | 0.5 | $0 | ||
| Johnny Haines SCRP SGMS-T | ||||
| Trustee | 0.5 | $0 | ||
| Kate Santo CRP | ||||
| Trustee | 0.5 | $0 | ||
| Jaime Suarez CRP | ||||
| Trustee | 0.5 | $0 | ||
| GeLaine Joachim SCRP | ||||
| Trustee | 0.5 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK FABEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BOULEVARD STE 510 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038423400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Filed Schedule A | Yes (true) | 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 | $70,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,870 | CurrentTaxYearAmt |
| Total | $312,442 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,870 | CurrentTaxYearAmt |
| Total | $312,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $94,078 | SubstantialContributorsTotAmt |
| Public Support Total170 | $218,364 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,576 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,576 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $315,585 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $177,781 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69193 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Event | NameOfEvent1Amt |
| Gross Receipts Event1 | $16,582 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,582 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,546 | RentFacilityCostsEvent1Amt |
| Name Of Event2 | CHARITY WALK | NameOfEvent2Amt |
| Gross Receipts Event2 | $25,093 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,893 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,200 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,933 | RentFacilityCostsEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $41,675 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,893 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,782 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,479 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $0 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,479 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,303 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Information | GamingInformationGrp |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990EZ PART I LINE 16 | Description:DUES AND SUBSCRIPTIONS Amount:2288 |
| FORM 990EZ PART I LINE 16 | Description:INSURANCE Amount:776 |
| FORM 990EZ PART I LINE 16 | Description:OFFICE EXPENSES Amount:9237 |
| FORM 990EZ PART I LINE 16 | Description:AWARDS/GIFTS Amount:1366 |
| FORM 990EZ PART II LINE 24 | Description:DUE FROM ERC BOY Amount:EOY Amount:17023 |
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