Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 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) |
| Software ID: | |
| Software Version: |