2025-05-12T09:48:53-05:00 2024-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-09-01 530225129 Water Environment Federation WATE 7036842400 601 Wythe Street Alexandria VA 223141304 Ralph Exton Executive Director 7036842400 2025-05-08 1 1 Yong Zhang CPA P01249785 7038930300 2025-05-06 2023 2025-03-06 01:10:19Z Ralph Exton 601 Wythe Street Alexandria VA 223141304 33405744 0 X www.wef.org X 1941 IL See Schedule O 11 11 111 3000 2427537 0 2527512 4678754 22609030 25391276 688825 914778 953759 887445 26779126 31872253 437403 370767 0 0 12274654 13021993 0 0 0 15212068 19423178 27924125 32815938 -1144999 -943685 41273797 46444932 20235382 23940207 21038415 22504725 X WEF's mission is inspiring the water community in pursuit of human and environmental well-being. WEF is a global environmental leader committed to water quality education and technical best practices. WEF connects water professionals; enriches the expertise of water professionals; increases the awareness of the impact and value of water; and provides a platform for water section innovation. 0 0 7229650 15967032 WEFTEC is the most comprehensive gathering of water quality professionals and thought leaders, featuring the sector's leading technical education program; an extensive exhibition showcasing the field's most cutting-edge solutions; and a variety of valuable networking opportunities. WEFTEC provides access to the latest technologies, services and products for those looking to design, build, maintain, or upgrade water management systems and programs. 5699919 125000 2347540 Technical Programs, Seminars, and Workshops - As the leading source of water quality expertise, WEF is committed to advancing the professional workforce development of the water sector through educational seminars and workshops that focus on environmental, sustainability, and public health topics. WEF provides education to water professionals from over 70 countries at WEFTEC as well as at WEF's specialty conferences. WEF's educational content includes all areas of water resources management, including utility management and operations, collection systems, stormwater, water and wastewater treatment, and biosolids. WEF's commitment to the sustainable development goals focus on safe, sustainable access to clean water and sanitation, innovation and a circular economy. WEF provides in-depth education on biological hazards to wastewater operators through virtual workshops and public health communications platforms, and provided a free update to a manual of practice on safety and security of water resource recovery facilities. 2842367 604965 Publications and Subscriptions - WEF publishes technical and educational magazines, newsletters, books, technical reports, fact sheets, conference proceedings, and training materials. Water Environment & Technology (WE&T) is the publication professionals read to learn about the latest technologies, trends, and news in water quality. Members receive it monthly as a membership benefit. In addition, the publication is sold on a subscription basis to libraries and other water professionals. WEF publishes several digital newsletters: The Stormwater Report, WEFTEC Now, and WEF Smartbrief. WEF also publishes Water Environment Research, a peer-reviewed research journal, in partnership with Wiley. WEF publishes an extensive range of peer-reviewed manuals of practice, textbooks, and supplemental texts for classroom use as well as a comprehensive operator training series titled Wastewater Treatment Fundamentals. This training series includes manuals, trainer's kits, companion online training, and study guides. WEF co-publishes Standard Methods for the Examination of Water and Wastewater with the American Public Health Association and the American Water Works Association. WEF's conference proceedings, magazine features, technical reports, fact sheets, books, and training materials are published on Access Water, WEF's online library. 2807345 186501 3645695 Membership Services - Handles customer service operations, membership recruitment and retention, and engagement with customers, members, member associations and affiliated organizations. 2859503 59266 259413 Public Outreach & Advocacy - WEF's public outreach and advocacy programs encompass a broad range of activities intended to better inform the public and policy leaders of critical issues and the vital role water resources play in the everyday lives of citizens. These programs include coordinating all interviews and meetings with media/news outlets, writing and dissemination of all Society News releases, training society leaders and members in public communications and effective media relations, providing communications counsel to the Federation's various member associations. WEF's water advocates program empowers WEF members to share knowledge and expertise to inform government decision-makers about the importance of water. Water advocates program helps grassroots communities all of the US speak with a united voice for water to reach out to and connect with elected officials on important water quality issues including aging infrastructure, affordability, and continued economic pressures which have put unprecedented stress on local governments and agencies that provide essential water services. 3008683 899183 Grants & Contracts - Includes funds used to provide subject matter expertise in the development and updating of multiple wastewater unified facility criteria and unified facility guide specs. CDC funds were received to set up a community of practice for correctional facility wastewater surveillance. 8675531 245767 4804291 24447467 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 110 0 1 111 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 AL AK AR AZ CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NV NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X The Organization 7036842400 601 Wythe Street Alexandria VA 223141304 Jamie Eichenberger Past President (through 10/23) 6.00 X X 0 0 0 Ifetayo Venner PresThru 1023 Past President (as 10/24) 6.00 X X 0 0 0 Aimee Killeen Pres Elect (as 10/23) Pres (as 10/24) 6.00 X X 0 0 0 Howard Carter VPThru 1023 Pres Elect (as 10/24) 6.00 X X 0 0 0 Keith Hobson Treasurer (Thru 10/23), VP (thru 10/24) 6.00 X X 0 0 0 Christine Volkay-Hilditch Treasurer (as 10/23) 6.00 X X 0 0 0 Shellie Chard Trustee (thru 10/23) 4.00 X 0 0 0 Gustavo Gallo Trustee (thru 10/23) 4.00 X 0 0 0 Janet Cann Trustee 4.00 X 0 0 0 Diego Rosso Trustee 4.00 X 0 0 0 Stephen Sanders Trustee 4.00 X 0 0 0 Corey Williams Trustee 4.00 X 0 0 0 Tracy Ekola Trustee (as 10/23) 4.00 X 0 0 0 Kalpna Solanki Trustee (as 10/23) 4.00 X 0 0 0 Ralph Exton Secr. & Exec Dir(starting 07/24) 37.50 X X 0 0 0 Kathleen C Waugh COO (Ending 06/24) 37.50 X 251017 0 30775 Karen A Powderly Chief Financial Officer 37.50 X 190130 0 24850 Raymond L Bianchi Mgn Dir Business Development 37.50 X 197370 0 39231 Stephanie D Jones Mgn Dir., Professional Development 37.50 X 183539 0 23890 Andrea E Pellegrino Mgn Dir. Membership, Marketing & Communications 37.50 X 175017 0 39930 Larissa O Hanpeter Mgn Dir., Human Resources 37.50 X 170647 0 16655 Renee Kayal Mgn. Dir, Gover & Assoc Engagement 37.50 X 167639 0 13091 Walter Marlowe FMR Exec Dir (Ending 05/23) 0.00 X 266223 0 25049 1601582 0 213471 30 1 1 0 Freeman PO Box 734596 Dallas TX 75373 Decorating and AV Rentals 1537358 BrightKey Inc 60 West Street Suite 300 Annapolis MD 21401 Membership Services 499344 Event Transportation Systems 4501 Cartwright Road Suite 705 Missouri City TX 77459 Shuttle Services 437481 Nic Christy Mount Severn Freshwater East Pembrokeshire Wales UK Advertising Services 402079 OVG Hospitality - McCormick Place South Building Level 32301 S Lake Chicago IL 60616 Catering Services 398994 24 3008683 1670071 4678754 Annual Conference 900099 16652297 15967032 685265 Membership Dues 900099 3645695 3645695 Technical Prog & Sem 900099 2365565 2347540 18025 Publications & Subs 900099 2064140 604965 1459175 Website Advertising 541800 404166 265072 139094 259413 259413 25391276 641496 641496 207886 207886 1519143 28089 1264634 9316 254509 18773 273282 273282 899183 259541 639642 639642 Management Fees 900099 25000 25000 Miscellaneous Revenue 900099 14917 14917 39917 31872253 23464287 2427537 1301675 113076 113076 82873 82873 174818 174818 573376 444257 129119 10026194 7768387 2257807 577341 447330 130011 1087394 842523 244871 757688 587064 170624 253060 253060 126278 126278 64700 64700 49833 49833 2922309 1680604 1241705 53361 47498 5863 1265202 773691 491511 1854317 1207421 646896 355231 315245 39986 1118510 776666 341844 5940239 5472037 468202 802888 643091 159797 451938 392749 59189 Water Sampler Expense 2254040 2006370 247670 Publications 1836046 646435 1189611 Dues and subscriptions 27034 24064 2970 UBIT Tax 1000 1000 47192 1268 45924 32815938 24447467 8368471 0 4050 3200 13062069 14652629 82706 934276 891585 650302 169950 139978 1875531 2328520 11049753 7475617 4027187 3574136 20470286 23661527 157141 103032 533292 397332 41273797 46444932 1682209 2898745 17884474 20564971 668699 476491 20235382 23940207 X 21038415 22504725 21038415 22504725 41273797 46444932 -943685 2409995 0 X X 0 1 X 1 1 1 X 1490920 3322332 6978200 2527512 4678754 18997718 22180385 17874230 13816592 21350836 23862922 99084965 23671305 21196562 20794792 23878348 28541676 118082683 0 0 0 118082683 638904 492729 796749 729699 849382 3507463 19748 217139 0 0 236887 658652 709868 796749 729699 849382 3744350 64091 154197 77431 55217 39917 390853 24394048 22060627 21668972 24663264 29430975 122217886 0.96620 0.96370 0.03060 0.03240 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2019 Amount: $ 64,091. 2020 Amount: $ 154,197. 2021 Amount: $ 77,431. 2022 Amount: $ 55,217. 2023 Amount: $ 39,917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19318 101131 120449 32955030 33075479 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 17877 41577 77683 120449 257586 250000 250000 250000 250000 1000000 1500000 1461 4171 13983 19318 38933 792248 792248 3640149 3490925 149224 3380557 2036105 1344452 1413747 1072742 341005 1823052 875845 947207 3574136 Capital lease obligations 79159 Deferred compensation 397332 476491 X 34491956 2409995 2409995 32081961 49833 -259541 -209708 31872253 33025646 0 33025646 49833 -259541 -209708 32815938 Part X, Line 2: Management has evaluated the Federation's tax positions and concluded that the financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Cost of Good Sold Reported on line 10b Part XI, Line 4b - Other Adjustments: Cost of Good Sold Reported on line 10b -259,541. Part XII, Line 4b - Other Adjustments: Cost of Good Sold Reported on line 10b -259,541. 1 Europe (Including Iceland & Greenland) 0 1 Program Services Exhibit for international water event 166203 Europe (Including Iceland & Greenland) 0 0 Grants to Recipients 14265 North America 0 0 Grants to Recipients 160553 0 1 0 0 0 1 341021 0 341021 North America Program Support 6135 0 North America Program Support 115000 0 North America Program Support 15000 0 North America Program Support 9500 0 North America Program Support 10000 0 Europe (Including Iceland & Greenland) Program Support 14265 0 6 0 0 0 0 0 0 0 Part I, Line 2: Foreign recipients of WEF's grants/awards are its international member associations and their student chapters. When disbursing a donation/award, WEF provides a letter stating the nature of funding and stipulations as to the use of funds which are to be followed by the awardee. WEF also receives and reviews a quarterly activity report sent by Canadian Water & Wastewater Association, a recipient of WEF's annual contribution. Part I, line 3: The Organization uses GAAP to report foreign expenditures. 1 Alabama's WEA 4700 Highway 69 North Northport AL 35473 630781189 501(c)(3) 7050 0 Program Support Illinois WEA PO Box 337 West Chicago IL 60186 363364115 501(c)(3) 15000 0 Program Support Indiana WEA 6510 Telecom Drive Suite 200 Indianapolis IN 46278 310914016 501(c)(3) 11815 0 Program Support Iowa WEA 707 Diamond Ct Ames IA 50010 237447576 501(c)(6) 15000 0 Program Support Missouri WEA 1920 Clay Brooke Dr Liberty MO 64068 431226606 501(c)(3) 6110 0 Program Support National Association of Clean Water Agencies PO Box 37619 Baltimore MD 21297 237088488 501(c)(6) 17001 0 Program Support Nebraska WEA 2120 S 72nd St Ste 1400 Omaha NE 68124 476037910 501(c)(3) 7500 0 Program Support Nevada WEA PO Box 98235 Las Vegas NV 89193 880273392 501(c)(3) 9900 0 Program Support New England WEA (CT ME MA NH RI VT) 10 Tower Office Park Ste 601 Woburn MA 01801 046054668 501(c)(3) 6500 0 Program Support Rocky Mountain WEA (CO NM WY) 1566 Saint Paul St Denver CO 80206 840777358 501(c)(3) 7500 0 Program Support WEA OF Texas 4908 Menchaca Road Austin TX 78745 741969689 501(c)(3) 9700 0 Program Support 9 2 Canham Scholarship 1 25000 Operator Scholarship 15 44873 Stockholm Junior Water Prize 5 13000 Part I, Line 2: When disbursing a donation/award, WEF provides a letter stating the nature of funding and stipulations as to the use of funds which are to be followed by the awardee. WEF stays in contact with the award recipient to ensure that the funds are used for the intended purposes. Once a scholarship recipient has been named, WEF verifies with the school that the student is enrolled for the fall semester, then again verifies the enrollment prior to sending the check to the school. If the student fails to attend, the refund of tuition (scholarship) paid by WEF is refunded to WEF. A new recipient is chosen each year, thus this process has to be repeated each year. The scholarship is paid directly to the school to cover tuition costs. If scholarship exceeds tuition costs, the student has option to receive the remaining scholarship funds as a taxable distribution. X X X X X X 1 0 0 0 0 0 0 0 0 Walter Marlowe FMR Exec Dir (Ending 05/23) 206422 0 0 0 59801 0 13201 0 11848 0 291272 0 0 0 Kathleen C Waugh COO (Ending 06/24) 246974 0 0 0 4043 0 17464 0 13311 0 281792 0 0 0 Raymond L Bianchi Mgn Dir Business Development 173200 0 22500 0 1670 0 11995 0 27236 0 236601 0 0 0 Karen A Powderly Chief Financial Officer 179960 0 8500 0 1670 0 13329 0 11521 0 214980 0 0 0 Andrea E Pellegrino Mgn Dir. Membership, Marketing & Com 160657 0 10000 0 4360 0 12342 0 27588 0 214947 0 0 0 Stephanie D Jones Mgn Dir., Professional Development 171712 0 9374 0 2453 0 12472 0 11418 0 207429 0 0 0 Larissa O Hanpeter Mgn Dir., Human Resources 161317 0 8500 0 830 0 5245 0 11410 0 187302 0 0 0 Renee Kayal Mgn. Dir, Gover & Assoc Engagement 159618 0 7500 0 521 0 11345 0 1746 0 180730 0 0 0 Part I, Line 4a Walt Marlowe received a payment for severance in the amount of $58,462 during calendar year 2023, which was properly reported on his 2023 W-2. Form 990, Part I, Line 1 Since 1941, the Water Environment Federation (WEF) and its members have protected public health and the environment. As a global water sector leader, WEF's mission is to: - Connect water professionals - Enrich the expertise of water professionals - Increase the awareness of the impact and value of water - Provide a platform for water sector innovation WEF supports public health through enhancement of the global water environment; develops and promotes practices and policies which assist our members' public service, providing efficient and environmentally protective water services; delivers high-quality products and services to members and stakeholders; promotes scientifically sound environmental practices and regulation; educates members, the public and policy-makers; promotes and advances the water quality profession. Form 990, Part VI, Section A, line 3 Pat served as WEF's Interim Executive Director from June 1, 2023 through March 31, 2024 following the departure of Walt Marlowe. The scope of duties included: provide timely, accurate financial information, provide regular progress reports, lead staff support, build teamwork, identify strategic partnership opportunities, and pursue as authorized by Board of Trustees other responsibility and authority as required to carry out duties, as approved by WEF. Form 990, Part VI, Section A, line 6 WEF has individual and corporate members. Form 990, Part VI, Section A, line 7a WEF officers and Board of Trustee nominees shall be recommended by the WEF nominating subcommittee, approved by the Board, and confirmed by the House of Delegates as so described in the constitution and bylaws. Form 990, Part VI, Section A, line 7b Any proposed changes to the WEF articles of incorporation or constitution and bylaws must be recommended by the Board of Trustees and must also be ratified by a quorum of voting members. Form 990, Part VI, Section B, line 11b The Form 990 is drafted by WEF's outside audit firm with information and input from WEF's Executive Director and Chief Financial Officer. The draft 990 is reviewed by WEF's Treasurer (Audit Committee Chair), Executive Director, and Chief Financial Officer for accuracy. Once this team has approved the draft 990, it is filed with the IRS. The form 990 is then posted to the Board of Trustee's website for its review and reference. Form 990, Part VI, Section B, line 12c Each new Board Trustee is oriented on the WEF conflict of interest policy. Every Trustee signs a statement annually acknowledging the policy. At the beginning of every Board meeting, the Board members are reminded of their responsibility to acknowledge conflicts of interest when the agenda is being reviewed. Each member of the Board of Trustees is required to disclose "other interest," as defined in the policy, annually and more frequently if other interests arise. The Board or delegated representatives of the Board must decide what, if any, corrective measures to take in response to disclosures of other interests. Form 990, Part VI, Section B, line 15a WEF participates in several salary surveys in the Washington, DC area. Surveys and data are received and reviewed to inform a salary structure and to make compensation recommendations. The Executive Director's compensation is reviewed by the Board of Trustees. Data for WEF key employees are reviewed by the Executive Director, Human Resources Director, and leadership staff. Form 990, Part VI, Section C, line 19 WEF's financial information is available on the 990 and posted on the internet through information sources such as Guidestar. WEF's policy also makes copies of WEF's documents available to direct requests made to WEF at its office. WEF's constitution and bylaws are printed annually as part of a Board resource guide and are posted on WEF's website. WEF views these as public documents and will provide them to any interested party who seeks them. There have been very few, if any, requests. Form 990, Part XII, Line 2c: The audit oversight process has remained unchanged from the prior year.