Worldwide ERC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

Anupam Singhal

Phone

7038423411

Tax Period

2023-01-01 to 2023-12-31

Worldwide ERC, founded in 1964, is a community nonprofit in the Community Improvement sector that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum.

Mission

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 Accomplishments

Program 1

Membership provides mobility professionals with access to certain benefits including in-person and online learning and networking events, publications featuring industry news and information...

Membership provides mobility professionals with access to certain benefits including in-person and online learning and networking events, publications featuring industry news and information, exclusive online communities and volunteer opportunities, job-related tools and resources, research and certification programs.

Program 2

Worldwide ERC holds numerous conferences each year featuring educational sessions related to workforce mobility in the United States and abroad. The conferences are open to members and nonmembers and...

Program 3

Mobility Magazine is the most widely circulated publication devoted to workforce mobility. It provides industry news, analyst, insights and data for mobility professionals in all industries around...

Mobility Magazine is the most widely circulated publication devoted to workforce mobility. It provides industry news, analyst, insights and data for mobility professionals in all industries around the globe.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,106,116

Investment Income $125,740

Other Revenue $99,962

TOTAL REVENUE $7,331,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,610,983

Fundraising Expenses $0

Other Expenses $6,061,515

TOTAL EXPENSES $7,672,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,331,818	$5,001,276	+0.5%
Expenses	$7,672,498	$6,072,522	+0.3%
Net Income	$-340,680	$-1,071,246	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$316,055

Total Directors

$23,965

Key Employees

$414,607

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Gilliland	Director, Research	40.00	Director	$23,965	$0	$23,965
Anupam Singhal	Chair	5.00	Officer Director	$0	$0	$0
Mark Burchell	Treasurer	3.00	Officer Director	$0	$0	$0
Tyler Reynolds	Immediate Past Chair	1.00	Officer Director	$0	$0	$0
Ashli Aldrich	Chair -Elect	1.00	Officer Director	$0	$0	$0
Kathy Connelly	Director	1.00	Director	$0	$0	$0
Deb Convery	Director	1.00	Director	$0	$0	$0
Tanya Mariottini	Director	1.00	Director	$0	$0	$0
Simon Mason	Director	1.00	Director	$0	$0	$0
Michelle Moore	Director	1.00	Director	$0	$0	$0
David Pascoe	Director	1.00	Director	$0	$0	$0
Benny Tan	Director	1.00	Director	$0	$0	$0
Eluned Wallace	Director	1.00	Director	$0	$0	$0
Lynn Shotwell	CEO	40.00	Officer	$316,055	$0	$316,055
Karen Cygal	Sr VP, Business Development and Strategy	40.00	Key Emp	$212,256	$0	$212,256
Michael Jackson	VP, Member Engagement & Public Policy	40.00	Key Emp	$202,351	$0	$202,351

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,331,818	$7,672,498	$8,832,118	$-340,680
2022	$6,445,920	$6,706,896	$9,437,693	$-260,976
2022	$5,001,276	$6,072,522	$10,088,481	$-1,071,246
2021	$5,423,279	$6,968,667	$10,810,719	$-1,545,388
2020	$9,987,802	$13,083,922	$12,618,139	$-3,096,120
2019	$11,953,389	$12,964,512	$16,164,158	$-1,011,123