Foundation for Workforce Mobility FY2022 filing

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EIN 75-3138889 Public charity (501(c)(3)) Washington, DC NTEE V35

Form 990 (PDF)

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Revenue & expenses by yearFY2020–FY2025

Revenue

$162K

FY2022▲ +144%

Expenses

—

FY2022

Foundation for Workforce Mobility EIN 75-3138889 Form 990 (PDF) Claim this org

Form 990 (PDF) Claim this org

Form 990 for the fiscal year ending March 2022 (IRS tax year 2021).

Educates businesses globally on relocation and workforce mobility through research and outreach. For fiscal year 2022 it reported $162K in revenue and $436K in net assets.Pt I

Type: Public charity (501(c)(3)) · Social Science
Location: Washington, DC
Website: www.erc.org/foundation
Filings: 6 on file (2020–2022)

Revenue

$162KFY2022

Net assets

$436K

People

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Provided by the organization

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Size

<$100K

What they do

Educates businesses globally on relocation and workforce mobility through research and outreach.

Leadership

Zeke Oaks · Chair-Elect (until 12/2021); Chair (from 1/2022)

Money in and out

$162K revenue

Bottom line

35.5mo operating runway

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Yes — filed FY2025

Most recent Form 990 on file is for fiscal year 2025 (1 year ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

1 funder — Morrissette Family Foundation INC (fka Arthur E & Clara M Morrissette Fdn)

1 distinct foundation funder(s) on file, $1K received in the most recent year with grants. See detail →

How is the money spent?

NEUTRAL

Not on file

Program vs. overhead split is not on file for this EIN's most recent filing. See detail →

What's its financial size and trend?

NEUTRAL

<$100K · ↑ +144% vs prior year

Revenue band <$100K, +144% versus the prior filing year (up). See detail →

Where the money goes · FY2022

Total revenue

$162K

Pt VIII · Ln 12

Total expenses

—

Pt IX · Ln 25

Net assets

$436K

Pt X · Ln 32

Operating runway

35.5mo

months of highly liquid reserves at operating expense rate

Surplus margin

+9%

revenue over expenses, this year

Donor-funded

52%

of revenue is gifts & grants

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Summary of the Filing

Part I · fiscal year 2022 · Form 990-EZ

Total assets

—

FY2022

Total liabilities

$1K

FY2022

Revenue less expensesPt I · Ln 19—

Total assetsPt X · Ln 16—

Program-expense ratioPt IX · col B—

Voting members of governing bodyPt I · Ln 3pending

Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File

Legal name (IRS)Hdr · item CFoundation for Workforce Mobility

EINHdr · item D75-3138889

Principal addressHdr · item CWashington, DC

WebsiteHdr · item Jwww.erc.org/foundation

Year of formationHdr · item Lpending

State of legal domicileHdr · item MDC

Exempt statusHdr · item I501(c)(3) · active

NTEE classificationIRS BMFSocial Science (V35)

Ruling yearIRS BMFDec 2005

Governance & Policies

Part VI

Voting members of the governing bodyPt VI · Ln 1apending

Independent voting membersPt VI · Ln 1bpending

Conflict-of-interest policyPt VI · Ln 12a—

Whistleblower policyPt VI · Ln 13—

Document retention policyPt VI · Ln 14—

CEO/top-official compensation independently reviewedPt VI · Ln 15a—

Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII

Zeke Oaks

Chair-Elect (until 12/2021); Chair (from 1/2022)

$0Pt VII · Sec A

Stephen McGarry

Trustee (until 12/2021); Vice Chair (from 1/2022)

$0Pt VII · Sec A

Shannon Brown

Trustee (until 12/2021); Chair-Elect (from 1/2022)

$0Pt VII · Sec A

David Bunnell

Trustee

$0Pt VII · Sec A

Robert Brizuela

Trustee

$0Pt VII · Sec A

Sylvia Salazar

Trustee

$0Pt VII · Sec A

Bob Portale

Trustee

$0Pt VII · Sec A

John Brennan

Trustee

$0Pt VII · Sec A

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Mission & Programs · Part III

Where the work happens

1 program service account for $31K of program spending, described in the organization's own filed words · FY2020.

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.

$31Kprogram expense

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Statement of Revenue

Part VIII

Other revenue100%$162K

Total revenueLn 12$162K

Balance Sheet

Part X · end of year

CashLn 1—

Total assetsLn 16—

Total liabilitiesLn 26$1K

Total net assetsLn 32$436K

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it

Liquidity & Payout

Operating runway

Highly liquid reserves $435K · Operating expenses/yr $147K

35.5 months

Where the money goes

Program services

not reported

Management & General

not reported

Fundraising

not reported

Cost to raise $1

not reported

Where the money comes from

Contribution dependence

Contributions & grants $85K · Total revenue $162K

52%

Government reliance

not reported

Earned-income share

Program service revenue — · Total revenue $162K

—

Investment reliance

Investment income — · Total revenue $162K

—

Program self-sufficiency

Program service revenue — · Total expenses $147K

Rests on the self-reported EZ program figure

Growth & trend

Revenue growth (YoY)

This year $162K · Prior year $66K

+144%

Net-asset trend (YoY)

End of year $436K · Beginning of year $421K

+4%

Balance sheet

Surplus Margin

Revenue $162K · Expenses $147K

+9%

Liabilities-to-Assets

Total liabilities $1K · Total assets $437K

0.3%

Net-asset ratio

Net assets $436K · Total assets $437K

100%

People & payroll

Highest Reported Total Compensation

Individual Zeke Oaks · Reported title CHAIR-ELECT (UNTIL 12/2021); CHAIR (FROM 1/2022) · Highest reported compensation $0 · Total expenses $147K

Personnel share

Salaries & benefits — · Total expenses $147K

Form 990-EZ bundles compensation — not comparable to full-990 filers

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Revenue growth	144%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid

Grants received · FY2023

Morrissette Family Foundation INC (fka Arthur E & Clara M Morrissette Fdn)FY2023$1K

Total grants receivedfrom 1 funder$1K

Grants paid · 8 grants · $316K · 2019–2023

Family Promise INCNJ · FY2023$65,381

Unitemized GrantFY2023$33,000

Family Promise INCNJ · FY2022$150,604

Unitemized GrantFY2022$11,000

Family Promise INCNJ · FY2020$15,000

Unitemized GrantFY2020$14,000

Family Promise INCNJ · FY2019$15,000

Unitemized GrantFY2019$12,000

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Filings & Schedule Manifest

Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

FY2025 (Latest)$22K revenue · ⤓ 990 PDF

FY2024$142K revenue · ⤓ 990 PDF

FY2023$34K revenue · ⤓ 990 PDF

FY2022$162K revenue · viewing · ⤓ 990 PDF

FY2021$66K revenue · ⤓ 990 PDF

FY2020$96K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2022IRS

Classification, formation year, addressIRS Business Master File

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