2024-11-12T15:52:16-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-01-01 316054097 WORLDATWORK WORL 4809519191 15990 N GREENWAY-HAYDEN LOOP D-160 SCOTTSDALE AZ 85260 T SCOTT CAWOOD CEO 4809519191 2024-11-12 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-12 2023 2024-10-15 13:58:12Z T SCOTT CAWOOD 15990 N GREENWAY-HAYDEN LOOP D-160 SCOTTSDALE AZ 85260 30658381 0 X WWW.WORLDATWORK.ORG X 1955 AZ TO SERVE, EDUCATE AND INSPIRE THOSE WHO REWARD AND ENGAGE THE WORKFORCE. 7 6 105 6 380514 0 0 0 14787333 19300634 4543279 2766260 142088 0 19472700 22066894 0 0 0 0 11465416 12334356 0 0 0 6261133 8788744 17726549 21123100 1746151 943794 27711483 30468020 20955673 22773387 6755810 7694633 X TO SPONSOR AND CONDUCT EDUCATIONAL CONFERENCES, SEMINARS, WORKSHOPS AND SYMPOSIA FOR PURPOSES OF INFORMING MEMBERS AND OTHER INTERESTED PARTIES ON CURRENT RESEARCH, LEGISLATION AND PRACTICES IN ALL PHASES OF EMPLOYEE REWARD PROGRAMS (CONTINUED ON SCHEDULE O)(CONTINUED) INCLUDING COMPENSATION, WAGES, SALARIES, INCENTIVES, EMPLOYEE BENEFITS AND OTHER RELATED FORMS OF EMPLOYEE REMUNERATION.TO ENCOURAGE, PROMOTE, AND PUBLISH RESEARCH IN THE FIELD OF EMPLOYEE MOTIVATION, MORALE, BEHAVIOR, PERFORMANCE APPRAISAL, INNOVATIVE PAY AND REWARD SYSTEMS, PRODUCTIVITY MANAGEMENT TECHNIQUES AND OTHER FUNCTIONS RELATIVE TO COMPENSATION. TO SPONSOR, SUPPORT AND DISTRIBUTE EDUCATIONAL PUBLICATIONS PERTAINING TO COMPENSATION MATTERS TO MEMBERS, SCHOOLS, LIBRARIES, AND OTHER INTERESTED PARTIES. TO ENCOURAGE, ASSIST AND PARTICIPATE WITH OTHER EDUCATIONAL INSTITUTIONS IN STIMULATING INTEREST IN AND PROVIDING CURRICULUM ASSISTANCE FOR COURSES IN THE FIELD OF COMPENSATION, REWARDS AND MOTIVATION. 0 0 5388543 6663417 EDUCATION SERVICES: WORLDATWORK DELIVERS EDUCATIONAL COURSES, SEMINARS, AND TRAINING THROUGH A VARIETY OF CHANNELS IN THE FIELDS OF COMPENSATION, BENEFITS AND WORK-LIFE. 4992024 4203930 CONFERENCES: WORLDATWORK HOSTS A TOTAL REWARDS CONFERENCE ANNUALLY, AS WELL AS SMALLER, REGIONAL CONFERENCES. REVENUES INCLUDE REGISTRATION FEES, SPONSORSHIP FEES, AND EXHIBIT HALL BOOTH FEES. 1848801 559063 PUBLICATIONS: THE ORGANIZATION PRODUCES AND SELLS ITS OWN BOOKS, PUBLICATIONS AND ADVERTISING, PUBLICITY AND CAREER CENTER REVENUE GENERATED THROUGH THESE PROGRAMS. 1822487 4572293 MEMBERSHIP: INCLUDES ALL ANNUAL DUES AND FEES PAID TO THE ORGANIZATION BY MORE THAN 16,000 MEMBERS. THROUGH MEMBERSHIPS, SUBSCRIBERS RECEIVED THE MONTHLY MAGAZINE, WORKSPAN, ACCESS TO WORLDATWORK DATABASES AND RESOURCES, AND REDUCED PRICES ON COURSES AND SEMINARS. 204982 RESEARCH & PARTNERSHIP REVENUE 2716435 MANAGEMENT OF RELATED ENTITY 1822487 7493710 14051855 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 1 0 0 0 1 142 0 1 105 1 1 1 1 CA IN 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X RENEE BOYLE 4809519191 15990 N GREENWAY-HAYDEN LOOP STE SCOTTSDALE AZ 85260 T SCOTT CAWOOD CEO 40.00 1.00 X X 712981 0 59979 JEFF CHAMBERS SECRETARY/TREASURER 1.00 X X 0 0 0 MARY LYNN FAYOUMI DIRECTOR 1.00 X 0 0 0 ALAN GARDNER DIRECTOR 1.00 X 0 0 0 STACY PETREY DIRECTOR 1.00 X 0 0 0 NATHALIE PARENT DIRECTOR 1.00 X 0 0 0 COURTNEY MCMILLIAN DIRECTOR 1.00 X 0 0 0 SARA MCAULEY DIRECTOR (LEFT 8/23) 1.00 X 0 0 0 MIHAI POPOACA PRESIDENT 40.00 X 366516 0 12141 GEORGE A PISARUK GENERAL COUNSEL 40.00 X 294392 0 33896 ELISSA O'BRIEN VP, MEMBERSHIP 40.00 X 222368 0 10623 LISA M TURBA VP, CONTENT MANAGEMENT 40.00 X 216947 0 17774 BRIAN LEFSRUD VP, INFORMATION TECHNOLOGY 40.00 X 212557 0 21065 CORLISS D BERNOSKY VP, HUMAN RESOURCES 40.00 X 211340 0 8825 MICHAEL A MCCALLUM VP, GLOBAL DEVELOPMENT 40.00 X 236103 0 18578 SUE HOLLOWAY DIRECTOR, CONTENT 40.00 X 202358 0 20651 ALICIA SCOTT-WEARS DIRECTOR, CONTENT 40.00 X 187365 0 8137 COURTNEY MESMER VP, EVENTS 40.00 X 173129 0 29568 PATRICK MIRZA DIRECTOR, CONTENT MKTG & PUB 40.00 X 170172 0 13731 3206228 0 254968 33 0 1 0 MARKETING GENERAL INC 625 NORTH WASHINGTON STREET STE 450 ALEXANDRIA VA 22314 MARKETING 416317 MIKE HAMEL - MARKETING CONSULTING INC 80 HEMMINGWAY DRIVE COURTICE COURTICE ONTERIO CA L1E2C6 PROFESSIONAL CONSULTING 273994 TALENT AT WORK LLC SHARJAH MEDIA CITY - SHAMS SHARJAH DUBAI AE MARKETING/RESELLER 263059 SIDELINE SOLUTIONS LLC 2594 KOESTER TRACE LEWIS CENTER OH 43035 CONTENT DEVELOPMENT 122600 4 EDUCATION REVENUE 611600 6663417 6663417 MEMBERSHIP DUES 561499 4572293 4572293 CONFERENCE REVENUE 611600 4203930 4203930 MANAGEMENT FEES 541900 2716435 2716435 PUBLICATIONS REV. 511120 939577 559063 380514 204982 204982 19300634 574592 574592 10783155 8580825 10662 2202330 -10662 2191668 2191668 22066894 18920120 380514 2766260 3761972 2051679 1710293 6959956 5098088 1861868 248811 167952 80859 761907 532788 229119 601710 412462 189248 76005 76005 69692 69692 41339 41339 1774800 1157741 617059 62605 26258 36347 128965 128965 1091617 1091617 712 712 207171 207171 536699 344356 192343 3803455 3803455 404905 208763 196142 PRINTING / PUBLICATIONS 247601 247601 BANK CHARGES 148173 148173 MISCELLANEOUS 107399 107399 TAXES/FOREIGN EXCHANGE 87606 87606 21123100 14051855 7071245 0 4058920 3429029 139050 147116 417826 716202 38642 44529 665426 760663 5197009 4839626 641761 357383 21749858 24485143 0 527955 27711483 30468020 1946668 2041824 6005913 6782673 13003092 13948890 20955673 22773387 X 6755810 7694633 6755810 7694633 27711483 30468020 943794 -2799 -2172 0 X 0 1 X 1 0 X 4875885 6041909 6745575 4049471 4572293 26285133 12536505 6313226 7819025 10737862 14728341 52134959 17412390 12355135 14564600 14787333 19300634 78420092 0 0 0 78420092 295898 661611 701586 480506 574592 2714193 254228 332966 280573 331985 0 1199752 550126 994577 982159 812491 574592 3913945 30544 142088 172632 17962516 13349712 15577303 15741912 19875226 82506669 0.95050 0.95390 0.04740 0.02990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - TAX REFUNDS - 2021 AMOUNT: $ 30,544. 2022 AMOUNT: $ 142,088. 0 0 21123100 21123100 1000000 250000 0 0 779042 911915 1000000 1000000 3690957 5536436 194761 227979 250000 250000 922740 1384110 PART II-A, LINE 1 AND 2 WORLDATWORK IS THE INDEPENDENT, NON-PARTISAN AUTHORITY ON TOPICS RELATED TO TOTAL REWARDS. THE WORLDATWORK PUBLIC POLICY TEAM IS RESPONSIBLE FOR ANTICIPATING AND ADDRESSING REGULATIONS AND LEGISLATION THAT COULD AFFECT TOTAL REWARDS AND HR PROFESSIONALS. WORLDATWORK PROVIDES OFFICIAL COMMENTS, INFORMATION, DATA AND RESOURCES ON TOTAL REWARDS TO PUBLIC POLICY MAKERS IN ORDER TO HELP EDUCATE, INFORM AND IMPROVE PUBLIC POLICY IMPACTING TOTAL REWARDS. 23337 3704 19633 5173672 4835922 337750 357383 DUE TO AFFILIATE 13519531 DEFERRED RENT 343277 RIGHT OF USE LIABILITIES 86082 13948890 X 20289990 3705791 3705791 16584199 5482695 5482695 22066894 21462844 3185127 3185127 18277717 41339 2804044 2845383 21123100 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A MORE LIKELY THAN NOT THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION AND DERECOGNITION OF UNCERTAIN TAX POSITIONS IN INCOME IN THE YEAR OF SUCH CHANGE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUE 3,705,790. ROUNDING 1. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF INVESTMENTS 2,202,330. INTEREST INCOME 574,592. CURRENCY TRANSLATION GAIN/LOSS -10,662. RECLASSIFY RELATED ORGANIZATION MANAGEMENT FEES TO REVENUE 2,716,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 3,185,127. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME TAX EXPENSE 95,658. DEFERRED INCOME TAX EXPENSE -8,052. RECLASSIFY RELATED ORGANIZATION MANAGEMENT FEES TO REVENUE 2,716,435. ROUNDING 3. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES EDUCATION COURSES 5134 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATION COURSES 7465 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDUCATION COURSES 342869 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATION COURSES 353095 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDUCATION COURSES 60399 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 27 PROGRAM SERVICES EDUCATION COURSES 1018225 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATION COURSES 789 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES EDUCATION COURSES 1344 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES EDUCATION PROGRAMS 125 1 27 0 0 1 27 1789320 125 1789445 0 0 1 0 0 0 X X X X 0 1 0 1 0 1 0 0 0 T SCOTT CAWOOD CEO 461757 0 248902 0 2322 0 34100 0 25879 0 772960 0 0 0 MIHAI POPOACA PRESIDENT 283792 0 81914 0 810 0 10104 0 2037 0 378657 0 0 0 GEORGE A PISARUK GENERAL COUNSEL 232533 0 42236 0 19623 0 7968 0 25928 0 328288 0 0 0 MICHAEL A MCCALLUM VP, GLOBAL DEVELOPMENT 178270 0 54952 0 2881 0 4860 0 13718 0 254681 0 0 0 LISA M TURBA VP, CONTENT MANAGEMENT 180709 0 35351 0 887 0 4810 0 12964 0 234721 0 0 0 BRIAN LEFSRUD VP, INFORMATION TECHNOLOGY 175107 0 34980 0 2470 0 8603 0 12462 0 233622 0 0 0 ELISSA O'BRIEN VP, MEMBERSHIP 185290 0 35420 0 1658 0 8825 0 1798 0 232991 0 0 0 SUE HOLLOWAY DIRECTOR, CONTENT 174184 0 25713 0 2461 0 6706 0 13945 0 223009 0 0 0 CORLISS D BERNOSKY VP, HUMAN RESOURCES 176494 0 34007 0 839 0 7060 0 1765 0 220165 0 0 0 COURTNEY MESMER VP, EVENTS 145452 0 27365 0 312 0 6198 0 23370 0 202697 0 0 0 ALICIA SCOTT-WEARS DIRECTOR, CONTENT 163795 0 23071 0 499 0 6422 0 1715 0 195502 0 0 0 PATRICK MIRZA DIRECTOR, CONTENT MKTG & PUB 147835 0 21044 0 1293 0 3950 0 9781 0 183903 0 0 0 PART I, LINE 4B: CERTAIN MEMBERS OF MANAGEMENT PARTICIPATE IN A 457B RETIREMENT PLAN THAT IS DESCRIBED BELOW: T. SCOTT CAWOOD $22,500 IT IS A NONQUALIFIED PLAN WHICH HAS THE EFFECT OF DEFERRING COMPENSATION FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. INTERNAL CRITERIA ARE THAT THE EMPLOYEES HAVE TO HAVE A CERTAIN SALARY AND TITLE OF VICE PRESIDENT OR HIGHER (9 EMPLOYEES ELIGIBLE IN 2023) ELIGIBILITY SHOULD NOT BE FOR MORE THAN 10% OF THE ORGANIZATION'S WORKFORCE (105 EMPLOYEES IN 2023). PARTICIPATION AND DEFERRAL AMOUNTS CAN ONLY BE ELECTED DURING THE OPEN ENROLLMENT PERIOD FOR THE ORGANIZATION'S BENEFIT PLANS. THERE IS NO VESTING SCHEDULE AS THE DEFERRAL IS EMPLOYEE ONLY WITH NO COMPANY MATCH. PART I, LINE 5: AMOUNTS ACCRUED AT YEAR END AND PAID OUT IN 2023 WERE IN ACCORDANCE WITH THE ORGANIZATION'S PERFORMANCE BASED INCENTIVE COMPENSATION PLAN AND APPROVED BY THE BOARD OF DIRECTORS. PART I, LINE 6: AMOUNTS ACCRUED AT YEAR END AND PAID OUT IN 2023 WERE IN ACCORDANCE WITH THE ORGANIZATION'S PERFORMANCE BASED INCENTIVE COMPENSATION PLAN AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE INDIVIDUALLY BASED AND SHALL BE LIMITED TO THOSE INDIVIDUALS HAVING AN OCCUPATIONAL INTEREST IN THE DESIGN, ESTABLISHMENT, EXECUTION, ADMINISTRATION OR MANAGEMENT OF ORGANIZATIONAL FUNCTIONS RELATED TO TOTAL REWARDS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. INTERNALLY, THE COMPLETED TAX RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND CEO PRIOR TO FILING. THE TAX RETURN WILL BE DISTRIBUTED TO THE WORLDATWORK EXECUTIVE COMMITTEE WHICH INCLUDES THE BOARD CHAIR AND SECRETARY/TREASURER, FOR REVIEW, AND WILL BE FILED AFTER THEIR APPROVAL, HAS BEEN OBTAINED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS POSTED TO THE ORGANIZATION'S INTRANET AND ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS. STAFF AND BOARD MEMBERS ARE OBLIGATED TO REVIEW THE POLICY, AT LEAST ANNUALLY, AND COMPLETE A REVIEW AND ACKNOWLEDGEMENT PROCESS INDICATING THAT THEY HAVE READ AND WILL ABIDE BY THESE PROVISIONS. CLEAR GUIDANCE IS PROVIDED REGARDING STEPS TO BE TAKEN TO REPORT A CONCERN OR CONFLICT. IN ADDITION, THESE DOCUMENTS PROVIDE CLEAR DEFINITIONS OF RESPONSIBILITY RELATING TO INVESTIGATIONS OF CONCERNS, AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE REVIEW OF THE CEO, PRESIDENT, AND OTHER KEY EMPLOYEES THAT ARE RECOGNIZED MEMBERS OF THE MANAGEMENT TEAM. PERIODICALLY, THE BOARD OF DIRECTORS OF WORLDATWORK CONTRACTS WITH EXTERNAL SUBJECT MATTER EXPERTS TO COMPLETE AN INDEPENDENT AND THOROUGH REVIEW OF COMPENSATION PRACTICES FOR THE CEO, PRESIDENT, AND OTHER KEY EMPLOYEES THAT ARE RECOGNIZED MEMBERS OF THE MANAGEMENT TEAM. THE MOST RECENT REVIEW WAS COMPLETED IN THE 4TH QUARTER OF 2016 AND INCLUDED DEVELOPMENT OF GUIDELINES TO COMPLETE THE COMPETITIVE ASSESSMENT FOR DESIGNATED POSITIONS, A DETERMINATION OF COMPETITIVE DATA, COMPILATION OF FINDINGS AND DEVELOPMENT OF COMPENSATION PLAN ACTIONS. FINAL COMPENSATION DECISIONS FOR THESE POSITIONS WERE MADE BY THE BOARD OF DIRECTORS AND ARE REVIEWED ANNUALLY. ALL DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. IN 2020, THE BOARD OF DIRECTORS ELECTED TO PURCHASE ACCESS TO THE 2020 CEO SALARY UPDATE DATABASE WHICH FOCUSES ON ASSOCIATION EXECUTIVES IN LIEU OF AN EXTERNAL AUDIT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. WORLD AT WORK PRIVATE LIMITED CTS 33/11 F NO 9 PRABHAT ROAD LA ERANDAVANA PUNE IN 411004 IN 0 195731 WORLDATWORK WORLDATWORK SOCIETY OF CERTIFIED PROF 15990 N GREENWAY-HAYDEN LOOP STE D- SCOTTSDALE AZ 85260 200491108 ASSOCIATION AZ 501(C)(6) N/A 0 WORLDATWORK FOUNDATION 15990 N GREENWAY-HAYDEN LOOP STE D- SCOTTSDALE AZ 85260 862046703 EDUCATION AZ 501(C)(3) LINE 12A, I 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 WORLDATWORK SOCIETY OF CERT PROFESSIONALS L 2716435 FMV WORLDATWORK SOCIETY OF CERT PROFESSIONALS E 13519531 FMV