Nonprofit · EIN 52-0742132
WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC
Tax-exempt · FALLS CHURCH, VA 22046
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $55,378,016 | $59,739,850 | -$4,361,834 | $132,746,127 | $4,559,140 | $128,186,987 |
| December 31, 2024 | 990 | $55,356,430 | $53,685,060 | $1,671,370 | $129,386,605 | $4,381,971 | $125,004,634 |
| December 31, 2023 | 990 | $47,907,472 | $54,953,654 | -$7,046,182 | $127,034,613 | $4,607,233 | $122,427,380 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $47,739,644
- Investment income
- $7,589,385
- Net gain from sales of assets
- $4,118,021
- Other revenue
- $48,987
Expenses
- Grants and similar amounts paid
- $310,000
- Benefits paid to members
- $29,499,234
- Compensation of officers, directors and key employees
- $1,771,742
- Other salaries and wages
- $4,043,176
- Salaries, compensation and benefits (total)
- $7,661,767
- Professional fundraising fees
- $0
- Legal fees
- $266,789
- Accounting fees
- $88,564
- Occupancy
- $202,006
- Depreciation
- $888,389
Balance sheet and other
- Total assets, start of year
- $129,386,605
- Total assets, end of year
- $132,746,127
- Total liabilities, end of year
- $4,559,140
- Net assets, end of year
- $128,186,987
- Land, buildings and equipment
- $8,416,576
- Publicly traded securities
- $87,052,263
- Net assets without donor restrictions
- $128,186,987
- Gross receipts
- $68,919,775
- Employees
- 52
- Volunteers
- 0
- Year formed
- 1943
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| M SHANE CANFIELD | CEO Officer | 40 | $468,216 | $126,942 |
| LAURA LEE | CFO Officer | 40 | $326,359 | $106,814 |
| DAVID WEST | CIO Key employee | 40 | $303,405 | $69,798 |
| STACY OUTLAW | CMO Key employee | 40 | $277,232 | $92,976 |
| STEPHANIE BAKER | CXO Highest-paid employee | 40 | $250,519 | $80,683 |
| ANTHONY ZERANTE | CSO Highest-paid employee | 40 | $274,211 | $56,107 |
| ANDRINE WALKER | CONTROLLER Highest-paid employee | 40 | $177,463 | $68,707 |
| MICHELE SMITH | MARKETING DIRECTOR Highest-paid employee | 40 | $170,172 | $65,961 |
| NAQEEB ULLAH | DIRECTOR IT Highest-paid employee | 40 | $170,454 | $37,736 |
| KEVIN COOKE JR | PRESIDENT EFF. AUGUST 25/VP THROUGH JULY 25 Trustee or director, Officer | 5 | $0 | $0 |
| JEAN MOODY-WILLIAMS | VICE PRESIDENT EFF. AUGUST 25/DIR THROUGH JULY 25 Trustee or director, Officer | 2 | $0 | $0 |
| GREGG TREML | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JAMES BRENT JR | SECRETARY EFF. MAY 25 Trustee or director, Officer | 2 | $0 | $0 |
| TIA BUTLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC HILL | DIRECTOR THROUGH JULY 25 Trustee or director | 2 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MCDONALD | DIRECTOR Trustee or director | 2 | $0 |
| EMILY SU | DIRECTOR Trustee or director | 2 | $0 |
| PAUL POLLOCK | PRESIDENT THROUGH JULY 25/DIR EFF. JULY 25 Trustee or director, Officer | 5 | $0 |
| JOEL LOVELACE | SECRETARY THROUGH MARCH 25 Trustee or director, Officer | 2 | $0 |
| PAUL HUANG | DIRECTOR Trustee or director | 2 | $0 |
| WINONA LAKE | DIRECTOR Trustee or director | 2 | $0 |
| JAMIE FRENCH | DIRECTOR Trustee or director | 2 | $0 |
| THERESA THOMAS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| M SHANE CANFIELD | CEO Officer | 40 | $464,572 | $120,031 |
| LAURA LEE | CFO Officer | 40 | $302,302 | $101,964 |
| STACY OUTLAW | CMO Key employee | 40 | $246,354 | $84,030 |
| DAVID WEST | CIO Key employee | 40 | $263,400 | $61,811 |
| STEPHANIE BAKER | CXO Highest-paid employee | 40 | $237,473 | $74,777 |
| ANTHONY ZERANTE | CSO Highest-paid employee | 40 | $248,381 | $50,548 |
| MICHELE SMITH | DIRECTOR MARKETING Highest-paid employee | 40 | $158,597 | $61,739 |
| ANNE BETTS | CHIEF OF STAFF Highest-paid employee | 40 | $163,519 | $36,785 |
| NAQEEB ULLAH | DIRECTOR IT Highest-paid employee | 40 | $138,574 | $28,759 |
| KEVIN MAHONEY | PRESIDENT THROUGH 08/02/24 Trustee or director, Officer | 5 | $0 | $0 |
| DOUGLAS GOODELL | DIRECTOR THROUGH 08/02/24 Trustee or director | 2 | $0 | $0 |
| KEVIN COOKE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| GREGG TREML | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JAMES BRENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIA BUTLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC HILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAMAR DUNN | DIRECTOR THROUGH 08/02/24 Trustee or director | 2 | $0 | $0 |
| EMILY SU | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL POLLOCK | PRES EFF. AUG.24 /DIR THROUGH AUG.24 Trustee or director | 5 | $0 | $0 |
| JOEL LOVELACE | SECRETARY Trustee or director | 2 | $0 | $0 |
| JEAN MOODY-WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL HUANG | DIRECTOR EFF. 08/03/24 Trustee or director | 2 | $0 | $0 |
| WINONA LAKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMIE FRENCH | DIRECTOR EFF. 08/03/24 Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| M SHANE CANFIELD | CEO Officer | 40 | $401,779 | $97,588 |
| LAURA LEE | CFO Officer | 40 | $282,463 | $93,175 |
| STACY OUTLAW | CMO Key employee | 40 | $229,118 | $73,886 |
| STEPHANIE BAKER | CXO Highest-paid employee | 40 | $232,363 | $68,714 |
| ANTHONY ZERANTE | CSO Highest-paid employee | 40 | $238,263 | $46,733 |
| MICHELE SMITH | MARKETING DIRECTOR Highest-paid employee | 40 | $152,722 | $56,362 |
| ERICA MACK NELSON | IT DIRECTOR Highest-paid employee | 40 | $128,700 | $45,942 |
| MOHAMMAD BASHSHITI | CONTOLLER Highest-paid employee | 40 | $135,203 | $29,523 |
| KEVIN MAHONEY | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| DOUGLAS GOODELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN COOKE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| GREGG TREML | SECRETARY-TREASURER, FINANCE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES BRENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIA BUTLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC HILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAMAR DUNN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMILY SU | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL POLLOCK | DIRECTOR, CHAIR GOVERNANCE COMM Trustee or director | 2 | $0 | $0 |
| JOEL LOVELACE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEAN MOODY-WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 433 PARK AVE, FALLS CHURCH, VA 22046-3305
- Principal officer (990 for 2025)
- MONTGOMERY SHANE CANFIELD, 433 PARK AVENUE, FALLS CHURCH, VA 22046
- Signed the 990
- MONTGOMERY SHANE CANFIELD, CEO
- Phone
- (703) 790-8010
- Website
- WWW.WAEPA.ORG
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0742132
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1944
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $132,746,127
- Income (IRS master file)
- $68,919,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $55,378,016 | $59,739,850 | $132,746,127 | IRS |
| 990 | December 2024 | $55,356,430 | $53,685,060 | $129,386,605 | IRS |
| 990 | December 2023 | $47,907,472 | $54,953,654 | $127,034,613 | XML |
| 990 | December 2022 | $41,468,424 | $54,590,400 | $126,432,611 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0742132).
Questions about WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC
- What is the EIN of WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC?
- The employer identification number (EIN) of WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC is 52-0742132.
- Is WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1944.
- Are donations to WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC?
- The 990 for the year ended December 31, 2025 names MONTGOMERY SHANE CANFIELD.
- Who are the officers and directors of WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC?
- The 990 for the year ended December 31, 2025 lists 23 people; 9 received compensation from the organization, the highest $468,216 (M SHANE CANFIELD, CEO).
- How much revenue does WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $55,378,016, expenses of $59,739,850 and total assets of $132,746,127 at year end.
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