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WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC (EIN 52-0742132)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349303880
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T12:54:13-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520742132EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WORLWIDE ASSURANCE FOR EMPLOYEES OFBusinessNameLine1Txt
Business Name Line2PUBLIC AGENCIES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWORLBusinessNameControlTxt
Phone7037908010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 PARK AVENUEAddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMONTGOMERY SHANE CANFIELDPersonNm
Person TitleCEOPersonTitleTxt
Phone7037908010PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN CRANMERPreparerPersonNm
PTINP01712644PTIN
Phone2023319880PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMONTGOMERY SHANE CANFIELDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 PARK AVENUEAddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22046ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$68,919,775GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.WAEPA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1943FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionWAEPA IS A NON-PROFIT ASSOCIATION FORMED TO PROMOTE THE HEALTH, WELFAREAND FINANCIAL WELL-BEING OF ITS MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee52TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$44,946,970PYProgramServiceRevenueAmt
CY Program Service Revenue$47,739,644CYProgramServiceRevenueAmt
PY Investment Income$10,353,994PYInvestmentIncomeAmt
CY Investment Income$7,589,385CYInvestmentIncomeAmt
PY Other Revenue$55,466PYOtherRevenueAmt
CY Other Revenue$48,987CYOtherRevenueAmt
PY Total Revenue$55,356,430PYTotalRevenueAmt
CY Total Revenue$55,378,016CYTotalRevenueAmt
PY Grants And Similar Paid$412,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$310,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$28,503,642PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$29,499,234CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,596,752PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,661,767CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$18,172,166PYOtherExpensesAmt
CY Other Expenses$22,268,849CYOtherExpensesAmt
PY Total Expenses$53,685,060PYTotalExpensesAmt
CY Total Expenses$59,739,850CYTotalExpensesAmt
PY Revenues Less Expenses$1,671,370PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,361,834CYRevenuesLessExpensesAmt
Total Assets BOY$129,386,605TotalAssetsBOYAmt
Total Assets EOY$132,746,127TotalAssetsEOYAmt
Total Liabilities BOY$4,381,971TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,559,140TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$125,004,634NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$128,186,987NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWAEPA IS A NON-PROFIT ASSOCIATION FORMED TO PROMOTE THE HEALTH, WELFARE AND FINANCIAL WELL-BEING OF ITS MEMBERS. WAEPA OFFERS A VARIETY OF SERVICES AND PROGRAMS TO ITS MEMBERS INCLUDING: TERM LIFE INSURANCE AND SHORT-TERM DISABILITY INSURANCE UNDER GROUP POLICIES ISSUED TO WAEPA; SEMINARS ON FINANCIAL AND RETIREMENT PLANNING; WRITTEN GUIDES ON FEDERAL EMPLOYMENT RELATED ISSUES; WRITTEN GUIDES ON PARTICIPATION IN THE FEDERAL EMPLOYEE HEALTH PROGRAM OFFERED THROUGH THE FEDERAL GOVERNMENT; WRITTEN GUIDES ON QUALIFICATIONS FOR FEDERAL STUDENT AID; AND A COLLEGE SCHOLARSHIP PROGRAM FOR MEMBERS' CHILDREN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE TERM LIFE INSURANCE AND SHORT-TERM DISABILITY INSURANCE UNDER GROUP POLICIES ISSUED TO WAEPA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROVIDE SEMINARS ON FINANCIAL AND RETIREMENT PLANNING AND WRITTENGUIDES ON FEDERAL EMPLOYMENT RELATED ISSUES, ON PARTICIPATION IN THEFEDERAL EMPLOYEE HEALTH PROGRAM OFFERED THROUGH THE FEDERAL GOVERNMENT,AND ON QUALIFICATIONS FOR FEDERAL STUDENT AID.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPROVIDE A COLLEGE SCHOLARSHIP PROGRAM FOR CHILDREN OF WAEPA'S MEMBERS.WAEPA AWARDED SCHOLARSHIPS TOTALING $210,000 FOR THE YEAR ENDED DECEMBER 31, 2025.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee52EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M SHANE CANFIELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7035313577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 PARK AVENUEAddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22046ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN COOKE JR
PRESIDENT EFF. AUGUST 25/VP THROUGH JULY 255.00Yes (X)Yes (X)$0$0$0
JEAN MOODY-WILLIAMS
VICE PRESIDENT EFF. AUGUST 25/DIR THROUGH JULY 252.00Yes (X)Yes (X)$0$0$0
GREGG TREML
TREASURER2.00Yes (X)Yes (X)$0$0$0
JAMES BRENT JR
SECRETARY EFF. MAY 252.00Yes (X)Yes (X)$0$0$0
TIA BUTLER
DIRECTOR2.00Yes (X)$0$0$0
ERIC HILL
DIRECTOR THROUGH JULY 252.00Yes (X)$0$0$0
JAMES MCDONALD
DIRECTOR2.00Yes (X)$0$0$0
EMILY SU
DIRECTOR2.00Yes (X)$0$0$0
PAUL POLLOCK
PRESIDENT THROUGH JULY 25/DIR EFF. JULY 255.00Yes (X)Yes (X)$0$0$0
JOEL LOVELACE
SECRETARY THROUGH MARCH 252.00Yes (X)Yes (X)$0$0$0
PAUL HUANG
DIRECTOR2.00Yes (X)$0$0$0
WINONA LAKE
DIRECTOR2.00Yes (X)$0$0$0
JAMIE FRENCH
DIRECTOR2.00Yes (X)$0$0$0
THERESA THOMAS
DIRECTOR2.00Yes (X)$0$0$0
M SHANE CANFIELD
CEO40.00Yes (X)$468,216$0$126,942
LAURA LEE
CFO40.00Yes (X)$326,359$0$106,814
DAVID WEST
CIO40.00$303,405$0$69,798Yes (X)
STACY OUTLAW
CMO40.00$277,232$0$92,976Yes (X)
ANTHONY ZERANTE
CSO40.00$274,211$0$56,107Yes (X)
STEPHANIE BAKER
CXO40.00$250,519$0$80,683Yes (X)
ANDRINE WALKER
CONTROLLER40.00$177,463$0$68,707Yes (X)
NAQEEB ULLAH
DIRECTOR IT40.00$170,454$0$37,736Yes (X)
MICHELE SMITH
MARKETING DIRECTOR40.00$170,172$0$65,961Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,418,031TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$705,724TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TPG LLC
230 S BROAD ST FL 17PHILADELPHIAPA191024103CREATIVE CONSULTING SERVICES$1,206,067
GOVERNMENT EXECUTIVE MEDIA GROUP LLC
PO BOX 21665NEW YORKNY100871665MEDIA PUBLICATION$307,583
ERNST & YOUNG US LLP
200 PLAZA DRIVESECAUCUSNJ07094PROFESSIONAL SERVICES$213,816
WHITEFORD TAYLOR & PRESON LLP
7 ST PAUL STREETBALTIMOREMD212021636PROFESSIONAL SERVICES$201,091
GOOD KARMA BROADCASTING LLC
PO BOX 8609CAROL STREAMIL601978609MEDIA PUBLICATION$175,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEARNED PREMIUMSDesc
Business524298BusinessCd
Total Revenue Column$47,739,644TotalRevenueColumnAmt
Related Or Exempt Func Income$47,739,644RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$47,739,644TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,471,364TotalRevenueColumnAmt
Exclusion$3,471,364ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,659,780SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,541,759SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,118,021SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,118,021TotalRevenueColumnAmt
Exclusion$4,118,021ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,987TotalRevenueColumnAmt
Exclusion$48,987ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$48,987OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,378,016TotalRevenueColumnAmt
Related Or Exempt Func Income$47,739,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,638,372ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$210,000TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$29,499,234TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,771,742TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,043,176TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$436,606TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,043,303TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$366,940TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$266,789TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$88,564TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$119,002TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,390,069TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,622,992TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$697,736TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,186,448TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$202,006TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$549,412TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$888,389TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$110,990TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEMBER REFUNDS AND FORG$8,341,492
MEMBER PROGRAMS$408,179
TAXES & LICENSES$122,524
SPONSORSHIPS$87,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$187,257TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$59,739,850TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,778,200BOYAmt
EOY$3,428,937EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$183,381BOYAmt
EOY$148,425EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,979,141BOYAmt
EOY$8,571,830EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$343,603BOYAmt
EOY$450,539EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,749,638LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,333,062LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,923,091BOYAmt
EOY$8,416,576EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$85,374,194BOYAmt
EOY$87,052,263EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,082,287BOYAmt
EOY$22,943,349EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,722,708BOYAmt
EOY$1,734,208EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$129,386,605BOYAmt
EOY$132,746,127EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,378,086BOYAmt
EOY$4,543,312EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,885BOYAmt
EOY$15,828EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,381,971BOYAmt
EOY$4,559,140EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$125,004,634BOYAmt
EOY$128,186,987EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$125,004,634BOYAmt
EOY$128,186,987EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$129,386,605BOYAmt
EOY$132,746,127EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,361,834ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,544,187NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,660,379OtherCostOrOtherBasisAmt
Book Value$1,660,379BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,141,205OtherCostOrOtherBasisAmt
Depreciation$2,152,880DepreciationAmt
Book Value$2,988,325BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,808,194OtherCostOrOtherBasisAmt
Depreciation$920,225DepreciationAmt
Book Value$1,887,969BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,567,335OtherCostOrOtherBasisAmt
Depreciation$2,894,524DepreciationAmt
Book Value$1,672,811BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$572,525OtherCostOrOtherBasisAmt
Depreciation$365,433DepreciationAmt
Book Value$207,092BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,416,576TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON TRUST FUNDDesc
Book Value$22,943,349BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$22,943,349TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITY - LONG TERMDesc
Amt$15,828Amt
FieldValueIRS element (for citing)
Total Liability$15,828TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,799,501TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$42,799,501RevenueSubtotalAmt
Other Revenues Not Included$12,578,515OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$12,578,515RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,378,016TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$51,279,356TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$51,279,356ExpensesSubtotalAmt
Other Expenses Not Included$8,460,494OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$8,460,494ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$59,739,850TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE AN ADJUSTMENT TO NET ASSETS IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE AN ADJUSTMENT TO NET ASSETS OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:MEMBER REFUNDS AND FORGIVENESS 8,341,492. REALIZED GAIN ON SALE OF INVESTMENTS 4,118,021. INVESTMENT FEES 119,002.
PART XII, LINE 4B - OTHER ADJUSTMENTS:MEMBER REFUNDS AND FORGIVENESS 8,341,492. INVESTMENT FEES 119,002.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKS IN GOVERNMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13005 GEORGIA AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521167784RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$100,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantADVOCACY, TRAINING & DEV.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP AWARDS FOR UNDERGRADUATE STUDIESGrantTypeTxt
Recipient89RecipientCnt
Cash Grant$210,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SCHOLARSHIP PROGRAM IS ADMINISTERED BY SCHOLARSHIP AMERICA.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
M SHANE CANFIELD
CEO$351,487$0$97,404$0$19,325$0$68,035$0$58,907$0$595,158$0$0$0
LAURA LEE
CFO$277,808$0$33,918$0$14,633$0$47,539$0$59,275$0$433,173$0$0$0
DAVID WEST
CIO$262,873$0$27,434$0$13,098$0$45,300$0$24,498$0$373,203$0$0$0
STACY OUTLAW
CMO$236,406$0$27,940$0$12,886$0$41,361$0$51,615$0$370,208$0$0$0
STEPHANIE BAKER
CXO$214,953$0$22,342$0$13,224$0$37,282$0$43,401$0$331,202$0$0$0
ANTHONY ZERANTE
CSO$225,030$0$29,304$0$19,877$0$41,316$0$14,791$0$330,318$0$0$0
ANDRINE WALKER
CONTROLLER$159,736$0$17,127$0$600$0$26,544$0$42,163$0$246,170$0$0$0
MICHELE SMITH
MARKETING DIRECTOR$153,636$0$15,936$0$600$0$25,454$0$40,507$0$236,133$0$0$0
NAQEEB ULLAH
DIRECTOR IT$157,382$0$13,072$0$0$0$25,524$0$12,212$0$208,190$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE ITEMS ABOVE WERE MADE AVAILABLE TO THE EXECUTIVE COMMITTEE TO DETERMINE THE ANNUAL COMPENSATION FOR MONTGOMERY SHANE CANFIELD. THE BOARD THEN APPROVES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6WAEPA HAS TWO CLASSES OF MEMBERS, MEMBERS AND ASSOCIATE MEMBERS. MEMBERS HAVE VOTING PRIVILEGES AS MEMBERS AND ONLY MEMBERS ARE ELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS. ASSOCIATE MEMBERS SHALL NOT HAVE VOTING PRIVILEGES, NOR ARE ASSOCIATE MEMBERS ELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7AWAEPA'S MEMBERSHIP ELECTS THE BOARD OF DIRECTORS VIA BALLOT.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY IS IN THE EMPLOYEE HANDBOOK
FORM 990, PART VI, SECTION B, LINE 15A THIRD PARTY WAS ENGAGED TO CONDUCT A COMPENSATION STUDY FOR THE CEO AND THE ORGANIZATION AS A WHOLE. THE COMPENSATION COMMITTEE OF THE BOARD WAS CREATED IN 2024 AND REVIEWS AND APPROVES THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS OF WAEPA ARE PUBLISHED IN THE ANNUAL REPORT THAT IS PROVIDED TO ALL MEMBERS. ALL MEMBERS RECEIVE A COPY OF THE BY-LAWS UPON JOINING THE ASSOCIATION. THE WAEPA EMPLOYEE HANDBOOK INCLUDES A SECTION ON OUR CONFLICT OF INTEREST POLICY
PART XII LINE 2CGREG TREML, CHAIR OF THE AUDIT & FINANCE COMMITTEE.