2023-11-15T15:14:47-06:00 2022-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2022-04-01 753138889 FOUNDATION FOR WORKFORCE MOBILITY FOUN 7038423400 2001 K STREET NW 300 ARLINGTON VA 22204 ANUPAM SINGHAL BOARD CHAIR 7038423400 2023-11-15 1 ANUPAM SINGHAL 999009999 0 STACY CULLEN P00974308 3012316200 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANUPAM SINGHAL 2001 K STREET NW 300 ARLINGTON VA 22204 353745 0 X WWW.WORLDWIDEERC.ORG/FOUNDATION X 2005 VA 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). 11 11 0 11 0 0 84872 353745 0 0 0 0 77045 -213089 161917 140656 25000 161604 0 0 0 0 0 0 0 121739 47348 146739 208952 15178 -68296 437418 642551 1104 274533 436314 368018 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 161604 161604 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. 161604 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 11 11 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X THE ORGANIZATION 7038423400 2001 K STREET NW SUITE 300 ARLINGTON VA 22204 TIMOTHY NOWAK MBA CRP GMS-T SHRM- CLIENT LEADS DIRECTOR 0.00 X 0 0 0 ANGEL LOZANO DIRECTOR OF INSTITUTIONAL ADVANCEMENT 0.00 X 0 0 0 SHANNON BROWN PHR CRP GMS DIRECTOR OF REFERRAL ENGAGEMENT 0.00 X 0 0 0 STEPHEN MCGARRY SCRP DIRECTOR, GLOBAL MOBILITY 0.00 X 0 0 0 ROBERT BRIZUELA CRP GMS SENIOR RELOCATION MANAGER 0.00 X 0 0 0 DAVID BUNNELL SENIOR VICE PRESIDENT 0.00 X 0 0 0 CORINNE MOSSMAN VP BUSINESS DEVELOPMENT & CLIENT SVCS 0.00 X 0 0 0 SYLVIA SALAZAR SR. MGR., GLOBAL MOBILITY 0.00 X 0 0 0 ZEKE OAKS VICE PRESIDENT 0.00 X 0 0 0 PAMELA DUNLEAVY VICE PRESIDENT SALES & MARKETING 0.00 X 0 0 0 EVAN MILLER VICE PRESIDENT, SALES 0.00 X 0 0 0 ELIZABETH HOTZE CRP GMS VP OF SALES AND MARKETING 0.00 X 0 0 0 ANUPAM SINGHAL CHIEF STRATEGIC PARTNER OFFICER 0.00 X 0 0 0 LYNN SHOTWELL PRESIDENT & CEO 1.00 X 0 497841 27000 0 497841 27000 0 0 1 0 0 340522 13223 353745 0 340522 213089 -213089 -213089 140656 0 0 -213089 150604 150604 11000 11000 33750 33750 776 776 502 502 BANK FEES 10028 10028 DUES & SUBSCRIPTIONS 1882 1882 TAXES 410 410 208952 161604 47348 0 434576 641729 347 822 2495 0 437418 642551 1000 135837 104 11527 0 127169 1104 274533 X 436314 368018 436314 368018 437418 642551 -68296 0 X 0 0 0 X 148925 187701 57749 84872 353745 832992 148925 187701 57749 84872 353745 832992 832992 689 175 864 833856 0.99900 X SCHEDULE A, PART II: FOUNDATION FOR WORKFORCE MOBILITY ADOPTED A FISCAL YEAR ENDED DECEMBER 31, 2022 WHICH CREATED A SHORT YEAR TAX FILING REQUIREMENT WITH THE INTERNAL REVENUE SERVICE. SCHEDULE A, PART II, COLUMN (A) SHOWS INFORMATION FROM FISCAL YEAR ENDED 03/31/19. SCHEDULE A, PART II, COLUMN (B) SHOWS INFORMATION FROM FISCAL YEAR ENDED 03/31/20. SCHEDULE A, PART II, COLUMN (C) SHOWS INFORMATION FROM FISCAL YEAR ENDED 03/31/21. SCHEDULE A, PART II, COLUMN (D) SHOWS INFORMATION FROM FISCAL YEAR ENDED 03/31/22. SCHEDULE A, PART II, COLUMN (E) SHOWS INFORMATION FROM CALENDAR YEAR ENDED 12/31/22. 0 DUE TO AFFILIATE 127169 127169 ANNUAL MEETING 293022 293022 133705 2582 47078 SPONSORSHIP 47500 47500 21674 418 7632 340522 340522 155379 3000 54710 213089 -213089 1 FAMILY PROMISE 71 SUMMIT AVENUE SUMMIT NJ 07901 521591461 501(C)(3) 150604 0 ONGOING GENERAL SUPPORT 1 0 SCHOLARSHIPS 11 11000 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 LYNN SHOTWELL PRESIDENT & CEO 0 493210 0 0 0 4631 0 27000 0 0 0 524841 0 0 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 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. FORM 990, PART VI, SECTION B, LINE 13: THE ORGANIZATION INTENDS TO ADOPT A WHISTLE BLOWER POLICY IN THE SUBSEQUENT YEAR. WORLDWIDE ERC INC 2001 K STREET NW SUITE 300 WASHINGTON DC 20006 362540670 MEMBERSHIP DC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 WORLDWIDE ERC INC P 38250 FMV