2026-05-11T12:54:13-05:00 2025-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2025-01-01 520742132 WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC WORL 7037908010 433 PARK AVENUE FALLS CHURCH VA 22046 MONTGOMERY SHANE CANFIELD CEO 7037908010 2026-05-11 1 ERIN CRANMER P01712644 2023319880 2026-05-08 2025 2025-03-06 01:10:19Z MONTGOMERY SHANE CANFIELD 433 PARK AVENUE FALLS CHURCH VA 22046 68919775 0 X WWW.WAEPA.ORG X 1943 VA WAEPA IS A NON-PROFIT ASSOCIATION FORMED TO PROMOTE THE HEALTH, WELFAREAND FINANCIAL WELL-BEING OF ITS MEMBERS. 12 12 52 0 0 0 0 0 44946970 47739644 10353994 7589385 55466 48987 55356430 55378016 412500 310000 28503642 29499234 6596752 7661767 0 0 0 18172166 22268849 53685060 59739850 1671370 -4361834 129386605 132746127 4381971 4559140 125004634 128186987 X WAEPA 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. 0 0 PROVIDE TERM LIFE INSURANCE AND SHORT-TERM DISABILITY INSURANCE UNDER GROUP POLICIES ISSUED TO WAEPA. PROVIDE 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. PROVIDE A COLLEGE SCHOLARSHIP PROGRAM FOR CHILDREN OF WAEPA'S MEMBERS.WAEPA AWARDED SCHOLARSHIPS TOTALING $210,000 FOR THE YEAR ENDED DECEMBER 31, 2025. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 52 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X M SHANE CANFIELD 7035313577 433 PARK AVENUE FALLS CHURCH VA 22046 KEVIN COOKE JR PRESIDENT EFF. AUGUST 25/VP THROUGH JULY 25 5.00 X X 0 0 0 JEAN MOODY-WILLIAMS VICE PRESIDENT EFF. AUGUST 25/DIR THROUGH JULY 25 2.00 X X 0 0 0 GREGG TREML TREASURER 2.00 X X 0 0 0 JAMES BRENT JR SECRETARY EFF. MAY 25 2.00 X X 0 0 0 TIA BUTLER DIRECTOR 2.00 X 0 0 0 ERIC HILL DIRECTOR THROUGH JULY 25 2.00 X 0 0 0 JAMES MCDONALD DIRECTOR 2.00 X 0 0 0 EMILY SU DIRECTOR 2.00 X 0 0 0 PAUL POLLOCK PRESIDENT THROUGH JULY 25/DIR EFF. JULY 25 5.00 X X 0 0 0 JOEL LOVELACE SECRETARY THROUGH MARCH 25 2.00 X X 0 0 0 PAUL HUANG DIRECTOR 2.00 X 0 0 0 WINONA LAKE DIRECTOR 2.00 X 0 0 0 JAMIE FRENCH DIRECTOR 2.00 X 0 0 0 THERESA THOMAS DIRECTOR 2.00 X 0 0 0 M SHANE CANFIELD CEO 40.00 X 468216 0 126942 LAURA LEE CFO 40.00 X 326359 0 106814 DAVID WEST CIO 40.00 X 303405 0 69798 STACY OUTLAW CMO 40.00 X 277232 0 92976 ANTHONY ZERANTE CSO 40.00 X 274211 0 56107 STEPHANIE BAKER CXO 40.00 X 250519 0 80683 ANDRINE WALKER CONTROLLER 40.00 X 177463 0 68707 NAQEEB ULLAH DIRECTOR IT 40.00 X 170454 0 37736 MICHELE SMITH MARKETING DIRECTOR 40.00 X 170172 0 65961 2418031 0 705724 15 0 1 0 TPG LLC 230 S BROAD ST FL 17 PHILADELPHIA PA 191024103 CREATIVE CONSULTING SERVICES 1206067 GOVERNMENT EXECUTIVE MEDIA GROUP LLC PO BOX 21665 NEW YORK NY 100871665 MEDIA PUBLICATION 307583 ERNST & YOUNG US LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 PROFESSIONAL SERVICES 213816 WHITEFORD TAYLOR & PRESON LLP 7 ST PAUL STREET BALTIMORE MD 212021636 PROFESSIONAL SERVICES 201091 GOOD KARMA BROADCASTING LLC PO BOX 8609 CAROL STREAM IL 601978609 MEDIA PUBLICATION 175000 9 EARNED PREMIUMS 524298 47739644 47739644 47739644 3471364 3471364 17659780 13541759 4118021 4118021 4118021 48987 48987 48987 55378016 47739644 0 7638372 100000 210000 29499234 1771742 4043176 436606 1043303 366940 266789 88564 119002 1390069 6622992 697736 2186448 202006 549412 888389 110990 MEMBER REFUNDS AND FORG 8341492 MEMBER PROGRAMS 408179 TAXES & LICENSES 122524 SPONSORSHIPS 87000 187257 59739850 3778200 3428937 183381 148425 6979141 8571830 343603 450539 14749638 6333062 8923091 8416576 85374194 87052263 22082287 22943349 1722708 1734208 129386605 132746127 4378086 4543312 3885 15828 4381971 4559140 X 125004634 128186987 125004634 128186987 129386605 132746127 -4361834 7544187 0 X X 0 1 X 1 0 1660379 1660379 5141205 2152880 2988325 2808194 920225 1887969 4567335 2894524 1672811 572525 365433 207092 8416576 COMMON TRUST FUND 22943349 F 22943349 LEASE LIABILITY - LONG TERM 15828 15828 X 42799501 0 42799501 12578515 12578515 55378016 51279356 0 51279356 8460494 8460494 59739850 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. 0 BLACKS IN GOVERNMENT 3005 GEORGIA AVE NW WASHINGTON DC 20001 521167784 501(C)(3) 100000 0 ADVOCACY, TRAINING & DEV. 1 SCHOLARSHIP AWARDS FOR UNDERGRADUATE STUDIES 89 210000 PART I, LINE 2: THE SCHOLARSHIP PROGRAM IS ADMINISTERED BY SCHOLARSHIP AMERICA. X X 1 1 X 0 0 0 M SHANE CANFIELD CEO 351487 0 97404 0 19325 0 68035 0 58907 0 595158 0 0 0 LAURA LEE CFO 277808 0 33918 0 14633 0 47539 0 59275 0 433173 0 0 0 DAVID WEST CIO 262873 0 27434 0 13098 0 45300 0 24498 0 373203 0 0 0 STACY OUTLAW CMO 236406 0 27940 0 12886 0 41361 0 51615 0 370208 0 0 0 STEPHANIE BAKER CXO 214953 0 22342 0 13224 0 37282 0 43401 0 331202 0 0 0 ANTHONY ZERANTE CSO 225030 0 29304 0 19877 0 41316 0 14791 0 330318 0 0 0 ANDRINE WALKER CONTROLLER 159736 0 17127 0 600 0 26544 0 42163 0 246170 0 0 0 MICHELE SMITH MARKETING DIRECTOR 153636 0 15936 0 600 0 25454 0 40507 0 236133 0 0 0 NAQEEB ULLAH DIRECTOR IT 157382 0 13072 0 0 0 25524 0 12212 0 208190 0 0 0 PART I, LINE 3 THE ITEMS ABOVE WERE MADE AVAILABLE TO THE EXECUTIVE COMMITTEE TO DETERMINE THE ANNUAL COMPENSATION FOR MONTGOMERY SHANE CANFIELD. THE BOARD THEN APPROVES. FORM 990, PART VI, SECTION A, LINE 6 WAEPA 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 7A WAEPA'S MEMBERSHIP ELECTS THE BOARD OF DIRECTORS VIA BALLOT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS IN THE EMPLOYEE HANDBOOK FORM 990, PART VI, SECTION B, LINE 15 A 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 19 FINANCIAL 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 2C GREG TREML, CHAIR OF THE AUDIT & FINANCE COMMITTEE.