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← WATER ENVIRONMENT FEDERATION

Form 990 for tax year 2022

Filed by WATER ENVIRONMENT FEDERATION.

Totals

Total revenue
$26,779,126
Total expenses
$27,924,125
Contributions and grants received
$2,527,512
Grants paid
$437,403
Program service revenue
$22,609,030
Investment income
$688,825
Other revenue
$953,759
Total assets, end of year
$41,273,797
Total liabilities, end of year
$20,235,382
Net assets or fund balances, end of year
$21,038,415
Program services expenses (Part IX)
$20,722,186
Management and general expenses
$7,201,939
Fundraising expenses
$0
Program service expenses (Part III)
$20,722,186

Program services were 74.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,154,072

  • 1f · All other contributions, gifts and grants

    $1,373,440

  • 2a · Program service revenue: ANNUAL CONFERENCE

    total $14,451,984 · related or exempt $13,813,409 · unrelated business $638,575

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $3,492,238 · related or exempt $3,492,238

  • 2c · Program service revenue: TECHNICAL PROG & SEM

    total $2,038,016 · related or exempt $2,038,016

  • 2d · Program service revenue: PUBLICATIONS & SUBS

    total $2,001,659 · related or exempt $541,035 · unrelated business $1,460,624

  • 2e · Program service revenue: WEBSITE ADVERTISING

    total $370,607 · unrelated business $221,342 · excluded $149,265

  • 2f · All other program service revenue

    total $254,526 · related or exempt $254,526

  • 3 · Investment income

    total $582,186 · excluded $582,186

  • 5 · Royalties

    total $147,513 · excluded $147,513

  • 7a · Gross sales of assets other than inventory

    securities $628,050

  • 7b · Less cost or other basis and sales expenses

    securities $521,411

  • 7c · Gain or loss

    securities $106,639

  • 7d · Net gain or loss

    total $106,639 · excluded $106,639

  • 10a · Gross sales of inventory

    $1,062,347

  • 10b · Cost of goods sold

    $311,318

  • 10c · Net income from sales of inventory

    total $751,029 · related or exempt $751,029

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $30,217 · excluded $30,217

  • 11b · Other revenue: MANAGEMENT FEES

    total $25,000 · excluded $25,000

  • 11e · Other revenue, total

    $55,217

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $124,393 · program services $124,393

  • 2 · Grants to domestic individuals

    total $119,396 · program services $119,396

  • 3 · Grants to foreign organizations and individuals

    total $193,614 · program services $193,614

  • 5 · Compensation of officers, directors and key employees

    total $867,776 · program services $511,462 · management and general $356,314

  • 7 · Other salaries and wages

    total $9,047,064 · program services $5,356,571 · management and general $3,690,493

  • 8 · Pension plan contributions

    total $569,915 · program services $313,981 · management and general $255,934

  • 9 · Other employee benefits

    total $1,078,508 · program services $631,103 · management and general $447,405

  • 10 · Payroll taxes

    total $711,391 · program services $410,542 · management and general $300,849

  • 11a · Fees: management

    total $213,033 · management and general $213,033

  • 11b · Fees: legal

    total $154,464 · management and general $154,464

  • 11c · Fees: accounting

    total $57,273 · management and general $57,273

  • 11f · Fees: investment management

    total $44,081 · management and general $44,081

  • 11g · Fees: other

    total $2,501,331 · program services $1,179,661 · management and general $1,321,670

  • 12 · Advertising and promotion

    total $185,625 · program services $146,609 · management and general $39,016

  • 13 · Office expenses

    total $1,489,168 · program services $950,347 · management and general $538,821

  • 14 · Information technology

    total $1,579,173 · program services $703,854 · management and general $875,319

  • 15 · Royalties

    total $48,680 · program services $48,387 · management and general $293

  • 16 · Occupancy

    total $410,273 · program services $9,931 · management and general $400,342

  • 17 · Travel

    total $981,593 · program services $629,170 · management and general $352,423

  • 19 · Conferences, conventions and meetings

    total $4,570,269 · program services $4,121,306 · management and general $448,963

  • 20 · Interest

    total $1,674 · management and general $1,674

  • 22 · Depreciation, depletion and amortization

    total $812,975 · program services $100,215 · management and general $712,760

  • 23 · Insurance

    total $413,890 · program services $131,981 · management and general $281,909

  • 24a · Other expenses: UBI TAX

    total $1,000 · management and general $1,000

  • 24b · Other expenses: PUBLICATIONS PRODUCTION

    total $1,305,112 · program services $763,872 · management and general $541,240

  • 24c · Other expenses: MISCELLANEOUS

    total $148,264 · program services $131,910 · management and general $16,354

  • 24d · Other expenses: TEMP HELP

    total $112,305 · program services $35,900 · management and general $76,405

  • 24e · All other expenses

    total $181,885 · program services $4,107,981 · management and general -$3,926,096

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,875 · end of year $4,050

  • 2 · Savings and temporary cash investments

    beginning of year $12,465,863 · end of year $13,062,069

  • 3 · Pledges and grants receivable

    beginning of year $222,007 · end of year $82,706

  • 4 · Accounts receivable

    beginning of year $723,690 · end of year $891,585

  • 8 · Inventories for sale or use

    beginning of year $166,872 · end of year $169,950

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,978,525 · end of year $1,875,531

  • 10a · Land, buildings and equipment: cost or other basis

    $11,309,423

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,282,236

  • 10c · Land, buildings and equipment, net

    beginning of year $4,298,987 · end of year $4,027,187

  • 11 · Investments: publicly traded securities

    beginning of year $19,069,230 · end of year $20,470,286

  • 14 · Intangible assets

    beginning of year $254,277 · end of year $157,141

  • 15 · Other assets

    beginning of year $581,113 · end of year $533,292

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,618,719 · end of year $1,682,209

  • 19 · Deferred revenue

    beginning of year $16,104,769 · end of year $17,884,474

  • 25 · Other liabilities

    beginning of year $662,647 · end of year $668,699

  • 27 · Net assets without donor restrictions

    beginning of year $21,364,829 · end of year $21,038,415

  • 28 · Net assets with donor restrictions

    beginning of year $13,475 · end of year $0

Mission and programs · 2022

Mission

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 SECTOR INNOVATION.

Activities or mission (Part I)

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 INNOVATIONWEF 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.

  • 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.

    Expenses $5,705,173 · Grants $26,306 · Revenue $13,813,409

  • TECHNICAL PROGRAMS, SEMINARS AND WORKSHOPS - AS THE LEADING SOURCE OF WATER QUALITY EXPERTISE, WEF IS COMMITTED TO ADVANCING THE PROFESSIONAL AND 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 CONTINUES TO PROVIDE 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.

    Expenses $5,240,974 · Grants $115,000 · Revenue $2,038,016

  • 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.

    Expenses $3,206,954 · Grants $3,000 · Revenue $541,035

  • 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 OVER 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.

    Expenses $2,749,604 · Grants $68,701 · Revenue $716,364

  • MEMBERSHIP SERVICES - HANDLES CUSTOMER SERVICE OPERATIONS, MEMBERSHIP RECRUITMENT AND RETENTION, AND ENGAGEMENT WITH CUSTOMERS, MEMBERS, MEMBER ASSOCIATIONS AND AFFILIATED ORGANIZATIONS.

    Expenses $2,665,373 · Grants $219,396 · Revenue $3,492,238

  • GRANTS & CONTRACTS - WEF'S CDC ACTIVITIES FOR THE "WATER AND WASTEWATER SYSTEMS SECTOR CROSS-SECTOR TRAINING FOR PREVENTING AND CONTROLLING EMERGING AND RE-EMERGING INFECTIOUS DISEASE THREATS," AS WELL AS "GLOBAL HEALTHCARE DETECTION AND RESPONSE" SUPPORT EXPANDED OUTREACH ON WASTEWATER SURVEILLANCE AND OTHER ACTIVITIES AIMED AT PREVENTING AND CONTROLLING EMERGING AND RE-EMERGING INFECTIOUS DISEASES. WEF WORKS WITH THE CDC TO IMPLEMENT A RANGE OF NETWORKING, TRAINING, AND EDUCATIONAL EFFORTS, AND PROVIDE INFORMATION AND OTHER RESOURCES.

    Expenses $1,154,108 · Grants $5,000 · Revenue $1,152,258

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jamie Eichenberger

    PRES. & IMM PAST PRES. (BEG 10/22)

    Total calculated
    $2,142
    From this org
    $2,142
    From related orgs
    $0
    Other
    $0
    Hours/week
    6
  • Lynn Broaddus

    PAST PRESIDENT (THRU 10/22)

    Total calculated
    $891
    From this org
    $891
    From related orgs
    $0
    Other
    $0
    Hours/week
    6
  • Ifetayo Venner

    PRES. ELECT & PRES. (BEG 10/22)

    Total calculated
    $0
    Hours/week
    6
  • Aimee Killeen

    VP & PRESIDENT-ELECT (BEG 10/22)

    Total calculated
    $0
    Hours/week
    6
  • Keith Hobson

    TREASURER

    Total calculated
    $0
    Hours/week
    6
  • Howard Carter

    TRUSTEE & VP (BEG 10/22)

    Total calculated
    $919
    From this org
    $919
    From related orgs
    $0
    Other
    $0
    Hours/week
    4
  • John Trofatter

    TRUSTEE (THRU 10/22)

    Total calculated
    $0
    Hours/week
    4
  • Janet Cann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Shellie Chard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Gustavo Gallo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Diego Rosso

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Stephen Sanders

    TRUSTEE (BEG 10/22)

    Total calculated
    $0
    Hours/week
    4
  • Corey Williams

    TRUSTEE (BEG 10/22)

    Total calculated
    $0
    Hours/week
    4
  • Walter Marlowe

    SECTRY AND WEF EXEC DIR (THRU 05/23)

    Total calculated
    $407,111
    From this org
    $354,268
    From related orgs
    $0
    Other
    $52,843
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $330,538
    Bonus
    $0
    Other
    $23,730
    Deferred
    $18,304
    Nontaxable benefits
    $34,539
    Filer's total
    $407,111
  • Karen Powderly

    CHIEF FINANCIAL OFFICER

    Total calculated
    $176,031
    From this org
    $153,818
    From related orgs
    $0
    Other
    $22,213
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $152,369
    Bonus
    $0
    Other
    $1,449
    Deferred
    $10,781
    Nontaxable benefits
    $11,432
    Filer's total
    $176,031
  • Kathleen Waugh

    CHIEF OPERATING OFFICER

    Total calculated
    $280,682
    From this org
    $248,525
    From related orgs
    $0
    Other
    $32,157
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $213,961
    Bonus
    $10,283
    Other
    $24,281
    Deferred
    $17,298
    Nontaxable benefits
    $14,859
    Filer's total
    $280,682
  • Larissa Hanpeter

    MANAGING DIRECTOR, HUMAN RESOURCES

    Total calculated
    $186,099
    From this org
    $166,644
    From related orgs
    $0
    Other
    $19,455
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $156,802
    Bonus
    $9,026
    Other
    $816
    Deferred
    $5,115
    Nontaxable benefits
    $14,340
    Filer's total
    $186,099
  • Stephanie Jones

    MANAGING DIRECTOR, PROFESSIONAL DEV.

    Total calculated
    $192,655
    From this org
    $166,739
    From related orgs
    $0
    Other
    $25,916
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $164,395
    Bonus
    $0
    Other
    $2,344
    Deferred
    $11,565
    Nontaxable benefits
    $14,351
    Filer's total
    $192,655
  • Barry Liner

    CHIEF TECHNICAL OFFICER

    Total calculated
    $207,976
    From this org
    $158,377
    From related orgs
    $0
    Other
    $49,599
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $156,864
    Bonus
    $0
    Other
    $1,513
    Deferred
    $11,592
    Nontaxable benefits
    $38,007
    Filer's total
    $207,976
  • Andrea Pellegrino

    MANAGING DIR. MSHIP, MKTING & COMMS

    Total calculated
    $194,649
    From this org
    $154,905
    From related orgs
    $0
    Other
    $39,744
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $143,655
    Bonus
    $9,026
    Other
    $2,224
    Deferred
    $10,809
    Nontaxable benefits
    $28,935
    Filer's total
    $194,649
  • Cari McBride

    ACCOUNT MANAGER

    Total calculated
    $183,405
    From this org
    $153,658
    From related orgs
    $0
    Other
    $29,747
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $153,564
    Bonus
    $0
    Other
    $94
    Deferred
    $10,974
    Nontaxable benefits
    $18,773
    Filer's total
    $183,405

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
WALTER MARLOWE, EXECUTIVE DIRECTOR, SEPARATED FROM WATER ENVIRONMENT FEDERATION IN MAY 2023 AND RECEIVED A SEVERANCE PAYMENT IN THE SUM OF $58,462, WHICH WAS INCLUDED IN HIS TAXABLE COMPENSATION.
PART I, LINE 5
COMPENSATION PAID TO CARI MCBRIDE, A HIGHLY COMPENSATED EMPLOYEE, INCLUDES SALES COMMISSIONS WHICH ARE ARE DETERMINED BY THE DIRECT REVENUE GENERATED FROM HER SALES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202411369349304341

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