2018-08-13T08:34:05-05:00 2018-03-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-04-01 362540670 WORLDWIDE ERC INC WORL 7038423411 4401 WILSON BOULEVARD NO 510 ARLINGTON VA 22203 KIRK M FABEL SR. VICE PRESIDENT FINANCE 7038423411 2018-08-13 1 R MICHAEL SORRELLS P00001737 2022932200 2017 2022-09-23 18:48:47Z MARGARET SMITH 4401 WILSON BOULEVARD NO 510 ARLINGTON VA 22203 12782573 0 X HTTP://WWW.WORLDWIDEERC.ORG X 1964 IL TO EMPOWER MOBILE PEOPLE THROUGH MEANINGFUL CONNECTION, UNBIASED INFORMATION, INSPIRED IDEAS AND SOLUTIONS. 11 10 37 373 1431842 483095 0 0 13228184 12500338 131687 207140 0 0 13359871 12707478 0 0 0 0 4548279 4276269 0 0 0 7896564 8091598 12444843 12367867 915028 339611 17528851 17538078 5863489 5590775 11665362 11947303 THE MISSION OF WORLDWIDE ERC IS TO PROVIDE LEADERSHIP, ADVOCACY, EDUCATION, AND NETWORKING TO GLOBAL WORKFORCE MOBILITY PROFESSIONALS AND STAKEHOLDERS THROUGH SPECIALIZED TRAINING, CREDENTIALING, MEETING EVENTS, AND INFORMATION EXCHANGE. 0 0 MEMBERSHIP ENTITLES MEMBERS TO CERTAIN BENEFITS, INCLUDING THE RIGHT TO VOTE, INCLUDING SERVING AS DIRECTORS OR ON A COMMITTEE, COPIES OF MEMBERSHIP LISTS (I.E. THE "DIRECTORY FOR THE RELOCATION MARKET PLACE", THE "ROSTER OF MEMBERS AND RESOURCE GUIDE"), A SUBSCRIPTION TO 'MOBILITY' - AN INFORMATIVE MAGAZINE FOR HR AND RELOCATION PROFESSIONS, ACCESS TO MEMBER-ONLY AREAS OF WORLDWIDE ERC'S WEBSITE (E.G. ONLINE FORUMS, WEBINARS, POLICY LIBRARY, SURVEYS AND RESEARCH REPORTS, TAX AND LEGAL INFORMATION), CONFERENCES, AND CERTIFICATION PROGRAMS. WORLDWIDE ERC HOLDS NUMEROUS CONFERENCES EACH YEAR FEATURING EDUCATIONAL SESSIONS RELATED TO WORKFORCE MOBILITY FOR BOTH ITS MEMBERS BASED IN THE UNITED STATES AND ABROAD. THESE CONFERENCES INCLUDE EDUCATIONAL SESSIONS AS WELL AS AN EXHIBIT PROGRAM. MOBILITY MAGAZINE PROVIDES RELOCATION INDUSTRY ANSWERS TO MORE THAN 30,000 RELOCATION PROFESSIONALS EVERY MONTH. THIS INFORMATIVE TOOL FOR HR AND RELOCATION PROFESSIONALS ACROSS CORPORATE, GOVERNMENT, MILITARY, AND SERVICE PROVIDER INDUSTRIES OFFERS THE BEST OF ALL WORLDS. IN EACH ISSUE, RELOCATION LEADERS SHARE EXPERIENCES, OFFER NEW SOLUTIONS TO AGE-OLD CHALLENGES, SET INDUSTRY TRENDS, DESCRIBE BEST PRACTICES AND POLICIES, AS WELL AS COMMENT ON KEY ISSUES AFFECTING THE RELOCATION PROFESSIONAL. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 21 0 1 37 0 1 1 1 CH 0 0 0 0 X 11 10 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 VA X KIRK M FABEL 7038423411 4401 WILSON BLVD SUITE 510 ARLINGTON VA 22203 ROBERT J HORSLEY CHAIRMAN 1.00 0.00 X X 0 0 0 MARK LOZANO SCRP CHAIR-ELECT & CHAIRMAN 1.00 0.00 X X 0 0 0 EDWARD HANNIBAL GMS VICE CHAIR 1.00 0.00 X X 0 0 0 SUE CAREY VICE CHAIR & CHAIR-ELECT 1.00 0.00 X X 0 0 0 ROBERT BREZOSKY DIRECTOR & VICE CHAIR 1.00 0.00 X X 0 0 0 HEATHER HENRY DIRECTOR 1.00 0.00 X 0 0 0 GUSTAVO HIGUERA DIRECTOR 1.00 0.00 X 0 0 0 GREG MORLEY DIRECTOR 1.00 0.00 X 0 0 0 IAN PAYNE SGMS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT ROSING DIRECTOR 1.00 0.00 X 0 0 0 BETSY WELCH CRP SGMS DIRECTOR 1.00 0.00 X 0 0 0 ERIK ECCLES DIRECTOR 1.00 0.00 X 0 0 0 KERWIN GUILLERMO DIRECTOR 1.00 0.00 X 0 0 0 ANDREW WALKER GMS DIRECTOR 1.00 0.00 X 0 0 0 MARGARET SMITH PRESIDENT & CEO 40.00 0.00 X X 495119 0 34113 KIRK FABEL SR. VP FINANCE & OPERATIONS 40.00 0.00 X 208190 0 12342 KAREN REID EXECUTIVE VICE PRESIDENT 40.00 0.00 X 293094 0 25891 LAURA HERRIAGE SR. VP, GLOBAL ENGAGEMENT 40.00 0.00 X 187320 0 28858 CHRISTINE WILSON VP, RESEARCH & EDUCATION 40.00 0.00 X 167304 0 22377 DAVID STEPHENSON DIRECTOR, IT 40.00 0.00 X 129975 0 15349 CYNTHIA THOMPSON SR. VP, MEETINGS 40.00 0.00 X 153260 0 9693 PETER VOLPE VP, DIGITAL STRATEGY 40.00 0.00 X 130237 0 8573 1764499 0 157196 11 0 1 0 7 SUMMITS LLC PO BOX 1650 MILWAUKEE WI 532011650 SOFTWARE DEVELOPMENT 570698 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 752650519 AUDIO VISUAL 500366 DELCOR 8380 COLESVILLE RD STE 550 SILVER SPRING MD 20910 IT SUPPORT/CONSULTING 275930 ASSOCIATION ANALYTICS 6849 OLD DOMINION DRIVE SUITE 420 MCLEAN VA 22101 DATABASE SUPPORT 273808 CENVEO PUBLISHER SERVICES PO BOX 822934 PHILADELPHIA PA 19182 PUBLISHING SERVICES 241463 15 CONFERENCES 900099 5607038 5607038 MEMBERSHIP DUES 900099 2836335 2836335 PUBLICATIONS 900099 2454826 1225078 1229748 PROFESSIONAL DEVELOPMENT 900099 1205474 1205474 ONLINE INCOME 900099 202094 202094 194571 194571 12500338 151315 151315 130920 75095 55825 55825 55825 12707478 11068496 1431842 207140 X 1087383 2717055 85782 155147 230902 549020 199581 34428 1397733 107806 385193 800981 462064 362885 2530936 1099 131789 43852 PUBLICATIONS 560473 DUES & SUBSCRIPTIONS 266090 FEDERAL/STATE INCOME TA 225982 AWARDS AND GIFTS 31686 12367867 6603773 6455507 4515372 4688631 582446 353879 344132 417705 1819890 1476621 284277 343269 5102521 5169943 82623 96330 26521 17528851 17538078 815540 953796 3845572 3513904 1202377 1123075 5863489 5590775 X 11665362 11947303 11665362 11947303 17528851 17538078 339611 -57670 0 X 0 1 X 1 0 0 0 0 2836335 34428 34428 34428 1819890 1476621 343269 343269 DEFERRED RENT AND LEASE INCENTIVE 168410 DEFERRED COMPENSATION 936985 DUE TO RELATED ORGANIZATION 17680 1123075 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES CONFERENCE EXPENSES 476515 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CONFERENCE EXPENSES 454966 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES CONFERENCE EXPENSES 78456 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 65501 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CONFERENCE EXPENSES 42478 0 0 0 0 0 0 1117916 0 1117916 0 0 0 0 0 0 X X X X X 0 1 0 MARGARET SMITH PRESIDENT & CEO 436591 0 57970 0 558 0 10600 0 29333 0 535052 0 0 0 KIRK FABEL SR. VP FINANCE & OPERATIONS 199623 0 7711 0 856 0 8243 0 10678 0 227111 0 0 0 KAREN REID EXECUTIVE VICE PRESIDENT 280233 0 11000 0 1861 0 10600 0 21527 0 325221 0 0 0 LAURA HERRIAGE SR. VP, GLOBAL ENGAGEMENT 178693 0 7125 0 1502 0 7500 0 28016 0 222836 0 0 0 CHRISTINE WILSON VP, RESEARCH & EDUCATION 159559 0 6290 0 1455 0 6723 0 20039 0 194066 0 0 0 CYNTHIA THOMPSON SR. VP, MEETINGS 76530 0 0 0 76730 0 3804 0 8325 0 165389 0 0 0 PART I, LINE 4B MARGARET SMITH, PRESIDENT & CEO, PARTICIPATED IN A SECTION 457(B) PLAN AND RECEIVED $18,000 DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE IS DELEGATED BY BOARD ON LIMITED MANAGEMENT DECISIONS. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE TWO CATEGORIES OF MEMBERSHIP INDIVIDUAL MEMBERSHIP AND COMPANY MEMBERSHIP, EACH WITH THE RIGHTS AND OBLIGATIONS SPECIFIED BELOW, AND AS MAY BE FROM TIME TO TIME FURTHER SPECIFIED BY THE BOARD OF DIRECTORS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE MEMBERSHIP, SUCH VOTE TO BE CAST BY THE INDIVIDUAL MEMBER, THE MEMBER ADMINISTRATOR OF A CORPORATE/GOVERNMENT MEMBER OR SERVICE PROVIDER COMPANY MEMBER, OR THEIR DULY DESIGNATED PROXY. 1) INDIVIDUAL MEMBERSHIP (PERC) IS AVAILABLE TO INDIVIDUALS WHO ARE DIRECTLY OR INDIRECTLY EMPLOYED IN EMPLOYEE MOBILITY RELATED POSITIONS, OR WHO OTHERWISE HAVE AN INTEREST IN EMPLOYEE MOBILITY OR MANAGED MOVES. INDIVIDUAL MEMBERSHIPS ARE GIVEN THE PERC MEMBERSHIP STATUS, AND SHALL HAVE RIGHTS AND OBLIGATIONS, AND BE ELIGIBLE FOR SERVICES BASED UPON THEIR CURRENT EMPLOYER AND POSITION. 2) COMPANY MEMBERSHIP IS AVAILABLE TO ANY ORGANIZATION THAT IS INTERESTED OR INVOLVED IN EMPLOYEE MOBILITY OR MANAGED MOVES. THERE SHALL BE TWO TYPES OF ENTITY MEMBERS, EACH WITH DIFFERENT RIGHTS AND OBLIGATIONS; CORPORATE/GOVERNMENT COMPANY MEMBERS AND SERVICE PROVIDER COMPANY MEMBERS 2A) CORPORATE/GOVERNMENT COMPANY MEMBERSHIP IS AVAILABLE TO ORGANIZATIONS THAT, IN THE COURSE OF THEIR BUSINESS PROVIDE RELOCATION ASSISTANCE TO THEIR EMPLOYEES. IT SHALL ALSO INCLUDE FEDERAL, STATE OR LOCAL GOVERNMENTS AND GOVERNMENTAL AGENCIES, INCLUDING THE MILITARY BRANCHES OF THE UNITED STATES. EACH CORPORATE/GOVERNMENT MEMBER SHALL DESIGNATE A MEMBER ADMINISTRATOR, WHO WILL BE GIVEN THE PERC MEMBERSHIP STATUS AND WILL RECEIVE COMMUNICATIONS AND EXERCISE THE RIGHTS AND PRIVILEGES OF THE CORPORATE/GOVERNMENT MEMBER. THE MEMBER ADMINISTRATOR MUST NOT BE EMPLOYED IN THE MARKETING OR OPERATIONAL ASPECTS OF RELOCATION SERVICES FOR EXTERNAL CUSTOMERS. CORPORATE/GOVERNMENT MEMBERS SHALL ALSO INCLUDE THOSE CORPORATE/GOVERNMENT MEMBERS THAT HAVE FULLY OUTSOURCED THEIR EMPLOYEE RELOCATION FUNCTION TO AN OUTSIDE PROVIDER. CORPORATE/GOVERNMENT MEMBERS THAT FULLY OUTSOURCE THEIR EMPLOYEE RELOCATION FUNCTIONS TO AN OUTSIDE PROVIDER MAY SPONSOR AN OUTSOURCED MEMBER REPRESENTATIVE FOR THEIR ORGANIZATION. THE OUTSOURCED MEMBER REPRESENTATIVE MUST HAVE AN ERC INDIVIDUAL MEMBERSHIP ( PERC STATUS) AND ATTEST THAT HE/SHE ADMINISTERS THE SPONSORING CORPORATE/GOVERNMENT MEMBERS RELOCATION PROGRAM. 2B) SERVICE PROVIDER MEMBERSHIP IS AVAILABLE TO ALL OTHER ELIGIBLE FIRMS, ASSOCIATIONS, AND COMPANIES. EVERY SERVICE PROVIDER MEMBER SHALL DESIGNATE A MEMBER ADMINISTRATOR, WHO WILL BE GIVEN THE PERC MEMBERSHIP STATUS, AND WILL RECEIVE COMMUNICATIONS AND EXERCISE THE RIGHTS AND PRIVILEGES OF THE SERVICE PROVIDER MEMBER. 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. THE FORM 990 IS REVIEWED JOINTLY BY THE SENIOR VICE PRESIDENT OF FINANCE AND THE ACCOUNTING STAFF WITH THE INDEPENDENT TAX ADVISORS WHO PREPARE THE RETURN. 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 15A AN INDEPENDENT COMPENSATION COMMITTEE CONSISTING OF THE BOARDS CHAIR AND CHAIR-ELECT DETERMINED PERFORMANCE OBJECTIVES AT THE BEGINNING OF THE YEAR FOR THE CEO/PRESIDENT. CEO/PRESIDENT BASE SALARY IS BENCHMARKED AGAINST INDUSTRY AND GEOGRAPHIC AVERAGES FOR SIMILAR POSITIONS, AND ANY VARIABLE COMPENSATION IS BASED ON RESULTS MEASURED AGAINST PERFORMANCE OBJECTIVES. THE COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA AND MAINTAINS A RECORD OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15B: EXECUTIVE VICE PRESIDENT AND SENIOR VICE PRESIDENT SALARIES ARE DETERMNED BY CEO/PRESIDENT AND MEASURED AGAINST INDUSTRY AND GEOGRAPHIC AVERAGES FOR SIMILAR POSITIONS. 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 WORLDWIDE ERC WEBSITE. THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS ON THE WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING EXPENSES 1,213,656. RECRUITING EXPENSES 104,745. TEMPORARY HELP 58,945. PAYROLL PROCESSING 20,387. FOUNDATION FOR WORKFORCE MOBITLITY 4401 WILSON BLVD SUITE 510 ARLINGTON VA 22203 753138889 CHARITABLE VA 501(C)(3) 7 N/A 0 ZHIQIAN BUSINESS CONSULTING CO LTD BUILDING 1 NO 222 HUBIN ROAD SHANGHAI HUANGPU DISTR CH CONSULTING CH WERC C -68466 65501 1.00000 1 GX INC 4401 WILSON BLVD STE 510 ARLINGTON VA 22203 463808778 HOLDING CO VA WERC C 792 17122 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ZHIQIAN BUSINESS CONSULTING CO LTD B 206110 CASH