WORLDWIDE ERC INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE ERC INC (EIN 36-2540670)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-13
- IRS object ID
- 201500449349300645
- 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 | 2015-02-13T08:37:35-06:00 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362540670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Worldwide ERC Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIRK M FABEL | InCareOfNm |
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 7038423411 | 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 | Sr. VP Finance & Operations | PersonTitleTxt |
| Phone | 7038423411 | 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 | 7038423411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,127,540 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | http://www.worldwideerc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The premier global professional membership association for workforce mobility. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 316 | TotalVolunteersCnt |
| Total Gross UBI | $1,759,542 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $732,660 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,279,523 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,949,745 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$555 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,559 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,624,503 | PYOtherRevenueAmt |
| CY Other Revenue | $168,088 | CYOtherRevenueAmt |
| PY Total Revenue | $12,903,471 | PYTotalRevenueAmt |
| CY Total Revenue | $13,126,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,455,851 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,476,622 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,269,601 | PYOtherExpensesAmt |
| CY Other Expenses | $8,023,338 | CYOtherExpensesAmt |
| PY Total Expenses | $11,725,452 | PYTotalExpensesAmt |
| CY Total Expenses | $11,499,960 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,178,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,626,432 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,906,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,845,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,784,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,382,757 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,121,422 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,463,051 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK M FABEL | PersonNm |
| Phone | 7038423411 | PhoneNum |
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) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Anita Blanchett GMS | ||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Gage SCRP | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kay Kutt SCRP SGMS-T | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gail H Plummer SCRP GMS | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pat Sparks | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pandra Richie SCRP SGMS-T | ||||||||
| Chair-Elect & Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah L Balli CRP GMS | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Piker | ||||||||
| Director & Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cynthia D Salter SCRP SGMS | ||||||||
| Vice Chair & Chair Elect | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sharon Byrnes GMS | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dale L Collins CRP GMS | ||||||||
| Director & Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert J Horsley | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Matt Spinolo SCRP GMS | ||||||||
| Chairman & Ex-Officio | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Andrea Massoud GMS | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Huxford SCRP | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Soren Olesen | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Carol C Joy SCRP SGMS | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Lozano CRP | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Smith | ||||||||
| President & CEO | 40.0 | Yes (X) | $347,062 | $0 | $37,733 | |||
| Kirk Fabel | ||||||||
| Sr. VP Finance & Operations | 40.0 | Yes (X) | $176,517 | $0 | $17,103 | |||
| Karen Reid | ||||||||
| Executive Vice President | 40.0 | $332,584 | $0 | $66,159 | Yes (X) | |||
| Tina Lung | ||||||||
| Senior Vice President | 40.0 | $681,198 | $0 | $9,042 | Yes (X) | |||
| Robin Arnold | ||||||||
| Executive Coordinator | 40.0 | $177,658 | $0 | $10,948 | Yes (X) | |||
| Chris Wilson | ||||||||
| VP Education & Research | 40.0 | $150,577 | $0 | $19,250 | Yes (X) | |||
| Cici Thompson | ||||||||
| VP Meetings & Member Allia. | 40.0 | $186,537 | $0 | $19,176 | Yes (X) | |||
| Laura Herriage | ||||||||
| VP Global Alliances | 40.0 | $150,733 | $0 | $26,476 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,202,866 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $205,887 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| FREEMAN AUDIO VISUAL SOLUTIONS | ||||||||||
| PO BOX 650519 | DALLAS | TX | 752650519 | AUDIO VISUAL | $456,292 | |||||
| DSK SOLUTIONS | ||||||||||
| 2010 CORPORATE RIDGE STE 700 | MCLEAN | VA | 22102 | DATABASE SUPPORT | $273,131 | |||||
| DELCOR | ||||||||||
| 8380 COLESVILLE RD STE 550 | SILVER SPRING | MD | 20910 | NETWORK SUPPORT | $271,154 | |||||
| KELLEN MANAGEMENT CONSULTING | ||||||||||
| CONSULTING | $231,188 | 11/F R 1177 BLOCK A GATEWAY PLAZA | BEIJING | CHAOYANG DISTRICT | CH | 100027 | ||||
| GKG LAW PC | ||||||||||
| 1054 THIRTY-FIRST STREET NW STE 2 | WASHINGTON | DC | 20007 | LEGAL | $208,722 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $3,285,028 | $3,285,028 | |
| CONFERENCES | 900099 | $4,946,462 | $4,946,462 | |
| PUBLICATIONS | 511190 | $2,589,214 | $1,316,844 | $1,272,370 |
| PROFESSIONAL DEVELOPMENT | 541900 | $1,330,897 | $1,330,897 | |
| ONLINE ADS AND JOB BOARD INCOME | 900099 | $487,172 | $487,172 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,972 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,949,745 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,707 | TotalRevenueColumnAmt |
| Exclusion | $9,707 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,088 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,088 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,088 | TotalRevenueColumnAmt |
| Exclusion | $168,088 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,148 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,148 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,148 | TotalRevenueColumnAmt |
| Exclusion | -$1,148 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,126,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,190,203 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,759,542 | UnrelatedBusinessRevenueAmt |
| Exclusion | $176,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,361 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,145,930 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,324 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,523 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,484 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,349 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,587 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,839 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,120 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,590 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,239 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,358 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,566 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,494 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,999 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,133 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INCOME TAXES AND OTHER TAXES | $997,353 |
| PUBLICATIONS | $685,223 |
| DUES AND SUBSCRIPTIONS | $39,115 |
| AWARDS/GIFTS | $17,753 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,620 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,499,960 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,342,950 | BOYAmt |
| EOY | $5,377,702 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $5,098,485 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,787 | BOYAmt |
| EOY | $946,773 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,292 | BOYAmt |
| EOY | $549,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,086,386 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,243,872 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,362 | BOYAmt |
| EOY | $842,514 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $782,919 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,684,020 | BOYAmt |
| EOY | $1,247,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,906,411 | BOYAmt |
| EOY | $14,845,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,579 | BOYAmt |
| EOY | $754,218 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,102,668 | BOYAmt |
| EOY | $4,166,903 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,742 | BOYAmt |
| EOY | $2,461,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,784,989 | BOYAmt |
| EOY | $7,382,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,121,422 | BOYAmt |
| EOY | $7,463,051 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,121,422 | BOYAmt |
| EOY | $7,463,051 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,906,411 | BOYAmt |
| EOY | $14,845,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,626,432 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$284,803 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $829,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $479,494 | DepreciationAmt |
| Book Value | $350,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,256,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,764,378 | DepreciationAmt |
| Book Value | $492,283 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $842,514 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED TAX ASSET | $1,122,305 |
| INCOME TAXES RECEIVABLE | $125,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,247,521 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $1,084,186 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $593,549 |
| DEFERRED COMPENSATION | $783,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,461,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Liability for Uncertain Tax Positions | FormAndLineReferenceDesc |
| Explanation | Schedule D, Part X, Line 2 Worldwide ERC recognizes or derecognizes tax positions on a "more likely than not" threshold. This applies to a position taken or expected to be taken in an income tax return. Management has not identified any material uncertain tax positions. Generally, income tax returns related to the years ended March 31, 2011 through 2014 remain open for examination by taxing authorities. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | CONFERENCE EXPENSES | $594,434 |
| East Asia and the Pacific | Investments | $96,000 | |
| Europe (Including Iceland and Greenland) | Program Services | CONFERENCE EXPENSES | $390,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,080,861 | SubtotalSpentAmt |
| Total Spent | $1,080,861 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Margaret Smith | ||||||||||||||
| President & CEO | $313,859 | $0 | $32,645 | $0 | $558 | $0 | $10,200 | $0 | $27,533 | $0 | $384,795 | $0 | $0 | $0 |
| Kirk Fabel | ||||||||||||||
| Sr. VP Finance & Operations | $171,816 | $0 | $3,845 | $0 | $856 | $0 | $7,123 | $0 | $9,980 | $0 | $193,620 | $0 | $0 | $0 |
| Karen Reid | ||||||||||||||
| Executive Vice President | $330,723 | $0 | $0 | $0 | $1,861 | $0 | $52,766 | $0 | $13,393 | $0 | $398,743 | $0 | $0 | $0 |
| Tina Lung | ||||||||||||||
| Senior Vice President | $62,721 | $0 | $0 | $0 | $618,477 | $0 | $3,025 | $0 | $6,017 | $0 | $690,240 | $0 | $0 | $0 |
| Robin Arnold | ||||||||||||||
| Executive Coordinator | $173,516 | $0 | $3,845 | $0 | $297 | $0 | $0 | $0 | $10,948 | $0 | $188,606 | $0 | $0 | $0 |
| Chris Wilson | ||||||||||||||
| VP Education & Research | $143,027 | $0 | $6,345 | $0 | $1,205 | $0 | $5,917 | $0 | $13,333 | $0 | $169,827 | $0 | $0 | $0 |
| Cici Thompson | ||||||||||||||
| VP Meetings & Member Allia. | $177,386 | $0 | $7,345 | $0 | $1,806 | $0 | $7,294 | $0 | $11,882 | $0 | $205,713 | $0 | $0 | $0 |
| Laura Herriage | ||||||||||||||
| VP Global Alliances | $138,616 | $0 | $10,845 | $0 | $1,272 | $0 | $5,823 | $0 | $20,653 | $0 | $177,209 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Severance Payment | Schedule J, Part I, Line 4A TINA LUNG WAS PAID A SEVERANCE PAYMENT OF $586,570 IN APRIL 2013. The executive committee, who was responsible for Lung's employment contract, was aware of the contract terms and consulted on the payout. |
| Supplemental Nonqualified Retirement Plan | Schedule J, Part I, Line 4B Karen Reid $42,566 As of March 31, 2013, Worldwide ERC froze the assets of a non-qualified retirement plan that was established prior to the organization's application for tax exemption under Section 501(c)(6). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Organization's Mission | Form 990, Part III, Line 1 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. |
| Program Service Activity 1 | Form 990, Part III, Line 4A MEMBERSHIP ENTITLES MEMBERS TO CERTAIN BENEFITS, INCLUDING THE RIGHT TO VOTE AND TO FULLY PARTICIPATE IN THE OPERATION OF WERC- INCLUDING SERVING AS DIRECTORS OR ON A COMMITTEE; COPIES OF MEMBERSHIP LISTS (I.E., THE "DIRECTORY FOR THE RELOCATION MARKETPLACE" AND 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 WERC'S WEBSITE (E.G., ONLINE FORUMS, WEBINARS, POLICY LIBRARY, SURVEYS AND RESEARCH REPORTS, TAX AND LEGAL INFORMATION); CONFERENCES; AND CERTIFICATION PROGRAMS. |
| Program Service Activity 2 | Form 990, Part III, Line 4B WERC HOLDS FOUR CONFERENCES EACH YEAR FEATURING EDUCATIONAL SESSIONS RELATED TO WORKFORCE MOBILITY FOR BOTH ITS MEMBERS BASED IN THE UNITED STATES AND ABROAD. THESE CONFERENCES INCLUDE NUMEROUS EDUCATIONAL SESSIONS AS WELL AS AN EXHIBIT PROGRAM. |
| Program Service Activity 3 | Form 990, Part III, Line 4C 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. Significant Changes made to Organizing Documents Form 990, Part VI, Line 4 There were three different amendments to the organization's bylaws in fiscal year 2014. The quorum changed to a simple majority, all categories of members were given the same voting rights, the past chairman was given voting rights as a tie-breaker in officer elections, and the CEO was made an ex-officio member of the Board of Directors. |
| Members or Stockholders | Form 990, Part VI, 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 AS PECTS 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 Review Process | Form 990, Part VI, Line 11b A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING. 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. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, 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. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a AN INDEPENDENT COMPENSATION COMMITTEE CONSISTING OF THE BOARD'S EXECUTIVE COMMITTEE, TWO AT-LARGE BOARD MEMBERS, AND AN EX-OFFICIO BOARD MEMBER DETERMINED PERFORMANCE OBJECTIVES AT 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 INDEPENDENT COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA AND MAINTAINS A RECORD OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| Process for Determining Compensation | Form 990, Part VI, Line 15b Executive Vice President and Senior Vice President salaries are determined by CEO/President and measured against industry and geographic averages for similar positions. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 The organization makes its Form 990 available to those persons requesting a copy. The bylaws of the organization are available on the ERC website. The audited financial statements are made available to members on the website. The conflict of interest policy is available upon request. |
| Other Fees for Services | Form 990, Part IX, Line 11G Consulting Expenses $1,013,185 Temporary Help $170,852 Payroll Processing $17,802 -------------- TOTAL $1,201,839 |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9 Gain on Foreign Currency Translation 6,153 FOREIGN SUBSIDIARY ACTIVITY REPORTED ON FORM 5471 (290,956) ---------- TOTAL (284,803) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for Workforce Mobility | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 Wilson Blvd Suite 510 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753138889 | EIN |
| Primary Activities | Charitable | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 07 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Zhiqian Business Consulting Co Ltd | |||||||||||||||||
| Building 1 No 222 Hubin Road | Shanghai | Huangpu Distr. | CH | CONSULTING | CH | WERC | C Corp | $0 | $0 | 1.00000 | Yes (true) | ||||||
| GX Inc | |||||||||||||||||
| Holding Co. | WERC | C Corp | $0 | $0 | 1.00000 | Yes (true) | 4401 Wilson Blvd Ste 510 | Arlington | VA | 22203 | 463808778 | VA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zhiqian Business Consulting Co Ltd | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $96,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |