2026-03-24T09:12:28-05:00 2025-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-09-01 530225129 Water Environment Federation WATE 7036842400 601 Wythe Street Alexandria VA 223141304 Ralph Exton Executive Director 7036842400 2026-03-19 1 1 Yong Zhang CPA P01249785 7038930300 2026-03-18 2024 2025-03-06 01:10:19Z Ralph Exton 601 Wythe Street Alexandria VA 223141304 31977944 0 X www.wef.org X 1941 IL See Schedule O 11 11 103 3200 2276223 0 4678754 2638636 25391276 26905352 914778 724504 887445 747242 31872253 31015734 370767 302008 0 0 13021993 12193999 0 0 0 19423178 16090698 32815938 28586705 -943685 2429029 46444932 52285827 23940207 25423746 22504725 26862081 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 7017258 13219 18383027 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. 5685108 11200 1699128 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. 2867795 100869 73442 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. 2393945 176720 3860289 Membership Services - Handles customer service operations, membership recruitment and retention, and engagement with customers, members, member associations and affiliated organizations. 2651607 0 503120 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 digital newsletters, 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. 652762 0 598161 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. 5698314 176720 4961570 21268475 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 114 0 1 103 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 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 Ifetayo Venner Past President (thru 10/24) 6.00 X X 0 0 0 Aimee Killeen Presthru 1024 Past Pres (thru 10/25) 6.00 X X 0 0 0 Howard Carter Pres-Elect (thru 10/24), Pres (thru 10/25) 6.00 X X 0 0 0 Keith Hobson VPthru 1024 Pres-Elect (thru 10/25) 6.00 X X 0 0 0 Paul Schuler Vice President (as of 10/24) 6.00 X X 0 0 0 Christine Volkay-Hilditch Treasurer 6.00 X X 0 0 0 Janet Cann Trustee (through 10/24) 4.00 X 0 0 0 Tracy Ekola Trustee 4.00 X 0 0 0 Walid Khoury Trustee (as of 10/24) 4.00 X 0 0 0 Brian Persing Trustee (as of 10/24) 4.00 X 0 0 0 Diego Rosso Trustee (thru 10/24) 4.00 X 0 0 0 Stephen Sanders Trustee 4.00 X 0 0 0 Kalpna Solanki Trustee 4.00 X 0 0 0 Corey Williams Trustee 4.00 X 0 0 0 Ralph Exton Starting 0724 Secretary & WEF Executive Director 37.50 X 201422 0 19120 Karen Powderly Chief Financal Officer 37.50 X 209131 0 23297 Jonathan K Ikeda Chief Mission Officer 37.50 X 223058 0 15513 Raymond Bianchi Managing Dir., Business Development 37.50 X 180543 0 32609 Stephanie Jones Managing Dir., Event Strategy 37.50 X 179170 0 21025 Kathleen Waugh Ending 0624 Chief Operating Officer 37.50 X 158762 0 16017 Catherine LThomson Sr. Director, Information Technology 37.50 X 225079 0 8945 Lorna EJ Ernst Managing Dir., Publishing 37.50 X 213654 0 19526 Renee M Kayal Managing Dir., Governance 37.50 X 209888 0 8183 Cari F McBride Account Manager 37.50 X 201697 0 30255 Nancy Cornwell Dir., Facilities Management 37.50 X 201087 0 17703 2203491 0 212193 38 0 1 0 Freeman PO Box 734596 Dallas TX 75373 Decorating and AV Rentals 923514 Nic Christy Mount Severn Freshwater East Pembrokeshire Wales UK SA71 5LF Advertising Services 460743 Event Transportation Systems 4501 Cartwright Road Suite 705 Missouri City TX 77459 Shuttle Services 390054 CSG Creative 313 S Patrick Street Alexandria VA 22314 Marketing Services 388176 Brightkey Inc 60 West Street Suite 300 Annapolis MD 21401 Membership Services 372425 23 652759 1985877 2638636 Annual Conference 900099 19120119 18383027 737092 Membership Dues 900099 3860289 3860289 Publications & Subs 900099 1871900 503120 1368780 Technical Prog & Sem 900099 1718165 1699128 19037 Website Advertising 541800 261437 151314 110123 73442 73442 26905352 763824 763824 191480 191480 722673 715025 46968 7648 -46968 -39320 -39320 598161 200217 397944 397944 Escrow/Settlement 900099 125000 125000 Management Fees 900099 25000 25000 Miscellaneous Revenue 900099 7818 7818 157818 31015734 24916950 2276223 1183925 145985 145985 113557 113557 42466 42466 739534 538183 201351 9090748 6615634 2475114 565664 411652 154012 1062780 773419 289361 735273 535082 200191 132772 132772 50077 50077 55673 55673 2720627 2099894 620733 21837 21047 790 1274449 795192 479257 1749034 1316562 432472 324629 272021 52608 976457 653502 322955 5325723 4938652 387071 781811 592214 189597 583525 498048 85477 Publications 1721880 557545 1164335 Water Sampler Expense 70506 67956 2550 Sponsorships 51312 45349 5963 Dues and subscriptions 30382 29283 1099 220004 205232 14772 28586705 21268475 7318230 0 3200 0 14652629 18284016 934276 120308 650302 629778 139978 110341 2328520 3363219 11226320 8138777 3574136 3087543 23661527 26428036 103032 48923 397332 213663 46444932 52285827 2898745 3259450 20564971 21918635 476491 245661 23940207 25423746 X 22504725 26602663 0 259418 22504725 26862081 46444932 52285827 2429029 1928327 0 X X 0 1 X 1 0 X 3322332 6978200 2527512 4678754 2638636 20145434 17874230 13816592 21350836 23862922 25227290 102131870 21196562 20794792 23878348 28541676 27865926 122277304 0 0 0 122277304 492729 796749 729699 849382 955304 3823863 217139 217139 709868 796749 729699 849382 955304 4041002 154197 77431 55217 39917 157818 484580 22060627 21668972 24663264 29430975 28979048 126802886 0.96430 0.96620 0.03190 0.03060 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2020 Amount: $ 154,197. 2021 Amount: $ 77,431. 2022 Amount: $ 55,217. 2023 Amount: $ 39,917. 2024 Amount: $ 157,818. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19228 112908 132136 28654786 28786922 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 41577 77683 120449 132136 371845 250000 250000 250000 250000 1000000 1500000 4171 13983 19318 19228 56700 257700 1718 259418 1.00000 0 0 792248 792248 3640149 3581929 58220 3382496 2189388 1193108 1489232 1176320 312912 1922195 1191140 731055 3087543 Capital lease obligations 31998 Deferred compensation 213663 245661 X 33088605 1928327 200217 2128544 30960061 55673 55673 31015734 28731249 200217 200217 28531032 55673 55673 28586705 Part V, Line 4: The Jenkins Scholarship Endowment aims to support wastewater operators in pursuing further education to advance their careers in the water sector. 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 200,217. Part XII, Line 2d - Other Adjustments: Cost of Good Sold Reported on line 10b 200,217. 1 Europe (Including Iceland & Greenland) 0 1 Program Services Exhibit for international water event 57429 Europe (Including Iceland & Greenland) 0 0 Grants to Recipients 15870 North America - Canada and Mexico 0 0 Grants to Recipients 26596 0 1 0 0 0 1 99895 0 99895 Europe (Including Iceland & Greenland) Program Support 15870 0 North America - Canada and Mexico Program Support 15000 0 2 0 Operator Scholarship North America 5 11596 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) 10450 0 Program Support Florida WEA PO Box 782164 Orlando FL 32878 237127443 501(c)(3) 19000 0 Program Support Louisiana Green Corps Inc 2645 Toulouse Street New Orleans LA 70119 272884715 501(c)(3) 6500 0 Program Support National Association of Clean Water Agencies PO Box 37619 Baltimore MD 21297 237088488 501(c)(6) 15999 0 Program Support NC One Water 859 Washington Street Raleigh NC 27605 581454018 501(c)(3) 10500 0 Program Support US Water Alliance PO Box 4658 Federal Way WA 98063 262112661 501(c)(3) 40000 0 Program Support Virginia WEA PO Box 2324 Glen Allen VA 23058 510213349 501(c)(3) 11036 0 Program Support Watereuse Association 610 Madison Street STE 101 Box 621 Alexandria VA 22314 680235568 501(c)(6) 25000 0 Program Support WEA of Texas 4908 Menchaca Road Austin TX 78745 741969689 501(c)(3) 7500 0 Program Support 7 2 Canham Scholarship 2 50000 Operator Scholarship 18 39557 Stockholm Junior Water Prize 6 14000 IWS Challenge Award 4 10000 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 1 0 0 0 0 0 Jonathan K Ikeda Chief Mission Officer 213008 0 10000 0 50 0 15457 0 56 0 238571 0 0 0 Catherine LThomson Sr. Director, Information Technology 124100 0 0 0 100979 0 8595 0 350 0 234024 0 0 0 Lorna EJ Ernst Managing Dir., Publishing 105905 0 0 0 107749 0 7728 0 11798 0 233180 0 0 0 Karen Powderly Chief Financal Officer 199081 0 10000 0 50 0 14655 0 8642 0 232428 0 0 0 Cari F McBride Account Manager 41340 0 160307 0 50 0 14370 0 15885 0 231952 0 0 0 Ralph Exton Starting 0724 Secretary & WEF Executive Director 176372 0 25000 0 50 0 10015 0 9105 0 220542 0 0 0 Nancy Cornwell Dir., Facilities Management 96463 0 0 0 104624 0 5471 0 12232 0 218790 0 0 0 Renee M Kayal Managing Dir., Governance 111079 0 0 0 98809 0 7835 0 348 0 218071 0 0 0 Raymond Bianchi Managing Dir., Business Development 179993 0 500 0 50 0 10536 0 22073 0 213152 0 0 0 Stephanie Jones Managing Dir., Event Strategy 179120 0 0 0 50 0 12448 0 8577 0 200195 0 0 0 Kathleen Waugh Ending 0624 Chief Operating Officer 148762 0 10000 0 0 0 11065 0 4952 0 174779 0 0 0 Part I, Line 4a Some Highly Compensated Employees received severance payments during calendar year 2024, which were properly reported on those employees' 2024 W2s and Part VII/Sch J of F990. The terms of the severance payment are confidential and subject to disclosure to the IRS upon request. Part I, Line 5 Cari F. McBride received $160,307 as sales commissions during calendar year 2024. Form 990, Part I, Mission Statement 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 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.