{"success":true,"data":{"_id":520742132,"filings":[{"Organization":{"value":null,"Person":["MADGE BOLINGER GAZZOLA","CHARLES H SCHNEIDER","ELIZABETH KOLMSTETTER","COLLEEN COGGINS","JANICE HAITH","AMY NORTHCUTT","LARRY GROSS","PATRICIA BAK","GEORGE GODDING","ANTON PORTER","JERRY WILLIAMS","KRISTIA WASCHULL","JOHN W MONTAGUE JR","VIRGINIA ZERANTE","MARK CARROLL"],"Title":["PRESIDENT","VICE PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY AND TREASURER","DIRECTOR","EXEC DIRECTOR & ASST SECRE","PREMIUM ACCOUNTING MANAGER","IT DIRECTOR"],"Hours":[5.0,5.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,5.0,1.0,40.0,40.0,40.0],"Total Compensation":[1206,1086,1086,1326,1485,1026,1743,1126,1591,1386,1426,0,268127,140464,131485],"Direct compensation":[1206,1086,1086,1326,1485,1026,1743,1126,1591,1386,1426,0,234108,122292,114349],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,34019,18172,17136]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfare and financial well-being of federal civilian employees.","year":2014,"name":"WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MADGE GAZZOLA","year_formation":1973,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2014-04-01T00:00:00","tax_period_end":"2015-03-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":15,"Total Gross UBI":7413,"Net unrelated business taxable income":6413,"Number of employees":15,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35492359,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":31246327,"Total revenue":{"value":31246327,"EARNED PREMIUMS":31240743,"MEMBERSHIP FEES":2845,"LTC COMMISSIONS":2136,"OTHER":603},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4238619,"Investment income total":1951859,"Net investment gain":2286760,"Income from invest bond proceeds":0},"Other revenues":{"value":7413,"Other total":0,"Royalties revenue":0,"Net rental income":7413,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30809141,"Grant expense":{"value":176750,"Grants to domestic orgs":0,"Grants to domestic individuals":176750,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":18346011,"Benefits paid to members Total":18346011},"Salaries":{"value":1474524,"Current officers":260813,"Disqualified persons":0,"Other salaries and wages":846434,"Pension plan contributions":127616,"Other employee benefits":161853,"Payroll taxes":77808},"Other expenses":{"value":10811856,"Management services":0,"Legal":73168,"Accounting":35900,"Lobbying services":0,"Investment management fees":116585,"Other services":10951,"Advertising":1036310,"Office expenses":102926,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":167406,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":257487,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":8136621,"FEDERAL UNRELATED BUSIN":997,"MEMBER DISTRIBUTION":7502075,"TEMPORARY HELP/CONSULTA":389281,"UTILITIES":244268},"All other expenses":874502},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":125260228,"Non-interest bearing cash":1134022,"Savings and temp cash investments":32482,"Pledges and grants receivable":0,"Accounts receivable":9119717,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":117985,"Land, building, equipment":7529718,"Investments publicly traded":107322551,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3753},"Liabilities":{"value":277874,"Sum of Total Liabilities":0,"Accounts payable, accrued":277874,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":124982354,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":124982354,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.13195003465393776,"percentile":0.6737031299581652},"Liabilities to Assets Ratio":{"score":0.00221837373631477,"percentile":0.5540387851853309},"Operating Reserve Ratio":{"score":4.0656838825853665,"percentile":0.7716738351812223},"Officer Compensation Ratio":{"score":0.017999950079750682,"percentile":0.9226039744142626},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6619946143410153,"percentile":0.7704927802530326}},"source_xml":"201502759349300345_public.xml"},{"Organization":{"value":null,"Person":["GEORGE GODDING","DOUGLAS GOODELL","JONATHAN CANTOR","PATRICIA BAK","ANDREW LAMAR DUNN","KEVIN MAHONEY","JAY COOPER","JAMES BRENT","KEVIN COOKE","WINONA LAKE-SCOTT","PAUL POLLOCK","JEAN MOODY-WILLIAMS","CHRISTI GRIMM","M SHANE CANFIELD","BRANDON JONES","LAURA LEE","STACY OUTLAW","ANTHONY ZERANTE","PAUL MYCHALUS","CLARA CHAMBLISS","ROBERT RODGERS","STEPHANIE BAKER"],"Title":["PRESIDENT","VP","SECRETARY/TREASURER/FINANCE CHAIR","PRODUCTS & SERVICES CHAIR","IT CHAIR","GOV, PROD & SERVICE COMMITTEES","GOVERNANCE CHAIR","FINANCE, GOVERNANCE COMMITTEES","IT, PROD & SERVICES COMITTEES","GOV, PROD & SERVICE COMMITTEES","FINANCE, GOVERNANCE COMMITTEES","FINANCE, GOVERNANCE COMMITTEES","FINANCE, GOVERNANCE COMMITTEES","CEO","CIO","DIRECTOR FINANCE & ADMINISTRATION","DIRECTOR MARKETING","DIRECTOR STRATEGIC OPERATI","DIRECTOR IT OPERATIONS","FINANCIAL ACCOUNTING MANAGER","SECURITY ENGINEER","DIRECTOR MEMBER SERVICES"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,35.0,35.0,35.0,35.0,35.0,35.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,339094,271983,125537,186650,165057,193221,163656,143363,190436],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,264413,212172,91310,155189,138066,131600,114864,111834,141757],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,74681,59811,34227,31461,26991,61621,48792,31529,48679]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2019,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":29,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":29,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":40534265,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":35435001,"Total revenue":{"value":35435001,"EARNED PREMIUMS":35434975,"MEMBERSHIP FEES":26},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5028271,"Investment income total":3141935,"Net investment gain":1886336,"Income from invest bond proceeds":0},"Other revenues":{"value":70993,"Other total":70993,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":40383260,"Grant expense":{"value":181250,"Grants to domestic orgs":0,"Grants to domestic individuals":181250,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":21803580,"Benefits paid to members Total":21803580},"Salaries":{"value":3368847,"Current officers":923264,"Disqualified persons":0,"Other salaries and wages":1746140,"Pension plan contributions":200503,"Other employee benefits":324043,"Payroll taxes":174897},"Other expenses":{"value":15029583,"Management services":0,"Legal":163986,"Accounting":31250,"Lobbying services":0,"Investment management fees":131186,"Other services":558559,"Advertising":5126395,"Office expenses":584941,"Information technology":1110336,"Royalties":0,"Occupancy":180676,"Travel":0,"Conferences and meetings":428966,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":345275,"Insurance":79418,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":6271414,"MEMBER DISTRIBUTION":6087051,"TAXES":82679,"MISCELLANEOUS FEES":80245,"PAYROLL FEE":21439},"All other expenses":17181},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":154205038,"Non-interest bearing cash":7861986,"Savings and temp cash investments":116938,"Pledges and grants receivable":0,"Accounts receivable":6475059,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":341432,"Land, building, equipment":8041396,"Investments publicly traded":109183823,"Investments other":21895860,"Investments program related":0,"Intangible assets":0,"Other assets":288544},"Liabilities":{"value":4996412,"Sum of Total Liabilities":0,"Accounts payable, accrued":4996412,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":149208626,"Net assets without donor restriction":149208626,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0037253666743432994,"percentile":0.4067048201033734},"Liabilities to Assets Ratio":{"score":0.03240109444413872,"percentile":0.42326086920897427},"Operating Reserve Ratio":{"score":3.8185386221914723,"percentile":0.7602855873146495},"Officer Compensation Ratio":{"score":0.04405283278269263,"percentile":0.786504534450247},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.03574380822103904,"percentile":0.5424028045962723},"Asset Growth":{"score":0.0329625818540551,"percentile":0.4583401437748453},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5698532456204477,"percentile":0.516373245809371}},"source_xml":"202012689349301416_public.xml"},{"Organization":{"value":null,"Person":["DOUGLAS GOODELL","KEVIN MAHONEY","LAMAR DUNN","JAMES BRENT JR","TIA BUTLER","JOEL LOVELACE","EMILY SU","KEVIN COOKE","WINONA LAKE-SCOTT","PAUL POLLOCK","JEAN MOODY-WILLIAMS","GREGG TREML","M SHANE CANFIELD","LAURA LEE","STACY OUTLAW","BRANDON JONES","ANTHONY ZERANTE","PAUL MYCHALUS","CLARA CHAMBLISS","STEPHANIE BAKER","ROBERT RODGERS"],"Title":["PRESIDENT","VP/CHAIR GOVERNANCE COMM","SECRETARY/TREASURER/FINANC","FINANCE/PROD & SERVICES CO","DIRECTOR","DIRECTOR","DIRECTOR","IT, PROD & SERVICES COMM","GOV, PROD & SERVICE COMMIT","FINANCE, GOVERNANCE COMMIT","FINANCE, GOVERNANCE COMMIT","DIRECTOR","CEO","SVP FINANCE & ADMINISTRATI","SVP MARKETING","CIO","SVP STRATEGIC OPERATIONS","DIRECTOR IT OPERATIONS","FINANCIAL ACCOUNTING MANAG","SVP MEMBER BILLING SERVICE","SECURITY ENGINEER"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,408174,324900,274740,343201,266333,187005,183545,289857,164767],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,320048,245800,221321,269626,224744,127556,126685,227864,128806],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,88126,79100,53419,73575,41589,59449,56860,61993,35961]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2021,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":50,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":47586387,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":39091336,"Total revenue":39091336,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8491035,"Investment income total":4275226,"Net investment gain":4215809,"Income from invest bond proceeds":0},"Other revenues":{"value":4016,"Other total":4016,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":56238858,"Grant expense":{"value":190000,"Grants to domestic orgs":0,"Grants to domestic individuals":190000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":34079447,"Benefits paid to members Total":34079447},"Salaries":{"value":4878358,"Current officers":1351016,"Disqualified persons":0,"Other salaries and wages":2513174,"Pension plan contributions":308862,"Other employee benefits":472001,"Payroll taxes":233305},"Other expenses":{"value":17091053,"Management services":0,"Legal":269871,"Accounting":109608,"Lobbying services":0,"Investment management fees":95979,"Other services":1000898,"Advertising":4254275,"Office expenses":421212,"Information technology":5624040,"Royalties":0,"Occupancy":178167,"Travel":0,"Conferences and meetings":198586,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":549494,"Insurance":92078,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4186747,"MEMBER REFUNDS":3697077,"MEMBER PROGRAMS":317198,"SPONSORSHIPS":100000,"TAXES & LICENSES":72472},"All other expenses":110098},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":165780632,"Non-interest bearing cash":3581795,"Savings and temp cash investments":89299,"Pledges and grants receivable":0,"Accounts receivable":637383,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":524415,"Land, building, equipment":8092043,"Investments publicly traded":123906855,"Investments other":27195786,"Investments program related":0,"Intangible assets":0,"Other assets":1753056},"Liabilities":{"value":8711874,"Sum of Total Liabilities":0,"Accounts payable, accrued":8711874,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":157068758,"Net assets without donor restriction":157068758,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.18182660095627767,"percentile":0.1610288751312242},"Liabilities to Assets Ratio":{"score":0.05255061399452259,"percentile":0.38425773434081734},"Operating Reserve Ratio":{"score":2.94779513481586,"percentile":0.7085587072139918},"Officer Compensation Ratio":{"score":0.04343121618863598,"percentile":0.7897005538822797},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04402225219546462,"percentile":0.5805572516882703},"Asset Growth":{"score":0.038367878896924744,"percentile":0.4806490474587077},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5235278824065621,"percentile":0.38283547480263014}},"source_xml":"202221339349301987_public.xml"},{"Organization":{"value":null,"Person":["GEORGE GODDING","JANICE HAITH","AMY NORTHCUTT","ANDREW PUGH","ANTON PORTER","JONATHAN CANTOR","ELIZABETH KOLMSTETER","PAT BAK","JAY COOPER","LAMAR DUNN","WINONA LAKE-SCOTT","DOUGLASS GOODELL","KEVIN MAHONEY","M SHANE CANFIELD","GREGORY AUGUST","ANTHONY ZERANTE","PAUL MYCHALUS","ROBERT RODGERS"],"Title":["PRESIDENT","VP FINANCE/TREASURER","VP GOVERNANCE/SECRETARY (THROUGH 5/17)","VP FINANCE/TREASURER","AUDIT COMMITTEE CHAIR (THROUGH 7/17)","FINANCE COMMITTEE","GOVERNANCE COMMITTEE (THROUGH 7/117)","SERVICES COMMITTEE","FINANCE COMMITTEE","FINANCE COMMITTEE","FINANCE COMMITTEE","GOVERNANCE COMMITTEE","FINANCE COMMITTEE","CEO","CIO","DIRECTOR STRATEGIC OPERATI","DIRECTOR IT OPERATIONS","SECURITY ENGINEER"],"Hours":[4.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,35.0,35.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,322468,257741,156303,178981,133590],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,249069,190301,129496,118560,102966],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,73399,67440,26807,60421,30624]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2017,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":20,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":20,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":33287600,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":29193524,"Total revenue":{"value":29193524,"EARNED PREMIUMS":29191385,"MEMBERSHIP FEES":2139},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3869076,"Investment income total":2798408,"Net investment gain":1070668,"Income from invest bond proceeds":0},"Other revenues":{"value":225000,"Other total":225000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":29230052,"Grant expense":{"value":172500,"Grants to domestic orgs":0,"Grants to domestic individuals":172500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":17900876,"Benefits paid to members Total":17900876},"Salaries":{"value":2304824,"Current officers":580209,"Disqualified persons":0,"Other salaries and wages":1208924,"Pension plan contributions":166005,"Other employee benefits":236025,"Payroll taxes":113661},"Other expenses":{"value":8851852,"Management services":0,"Legal":61899,"Accounting":31250,"Lobbying services":0,"Investment management fees":110537,"Other services":417364,"Advertising":2247521,"Office expenses":641652,"Information technology":449240,"Royalties":0,"Occupancy":170905,"Travel":0,"Conferences and meetings":214504,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":337857,"Insurance":60206,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4108917,"MEMBER DISTRIBUTION":3939644,"TAXES":108769,"MISCELLANEOUS FEES":47803,"PAYROLL FEE":12701},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":144311352,"Non-interest bearing cash":8424719,"Savings and temp cash investments":441692,"Pledges and grants receivable":0,"Accounts receivable":5169000,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":70750,"Land, building, equipment":7371825,"Investments publicly traded":122829076,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4290},"Liabilities":{"value":2763902,"Sum of Total Liabilities":0,"Accounts payable, accrued":2763902,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":141547450,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":141547450,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1218936781263894,"percentile":0.6587058171117369},"Liabilities to Assets Ratio":{"score":0.019152353308975998,"percentile":0.46042986859117746},"Operating Reserve Ratio":{"score":4.937088445822813,"percentile":0.8041994164007987},"Officer Compensation Ratio":{"score":0.03589056222000563,"percentile":0.8287082054770903},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.000524375480852803,"percentile":0.36701362962788764},"Asset Growth":{"score":0.03228036983647579,"percentile":0.4555059721147115},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6070927855523688,"percentile":0.6260618436627754}},"source_xml":"201812409349301086_public.xml"},{"Organization":{"value":null,"Person":["KEVIN MAHONEY","DOUGLAS GOODELL","KEVIN COOKE","GREGG TREML","JAMES BRENT","TIA BUTLER","ERIC HILL","LAMAR DUNN","EMILY SU","PAUL POLLOCK","JOEL LOVELACE","JEAN MOODY-WILLIAMS","PAUL HUANG","WINONA LAKE","JAMIE FRENCH","M SHANE CANFIELD","LAURA LEE","STACY OUTLAW","DAVID WEST","STEPHANIE BAKER","ANTHONY ZERANTE","ANNE BETTS","MICHELE SMITH","NAQEEB ULLAH"],"Title":["PRESIDENT THROUGH 08/02/24","DIRECTOR THROUGH 08/02/24","VICE PRESIDENT","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 08/02/24","DIRECTOR","PRES EFF. AUG.24 /DIR THROUGH AUG.24","SECRETARY","DIRECTOR","DIRECTOR EFF. 08/03/24","DIRECTOR","DIRECTOR EFF. 08/03/24","CEO","CFO","CMO","CIO","CXO","CSO","CHIEF OF STAFF","DIRECTOR MARKETING","DIRECTOR IT"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,584603,404266,330384,325211,312250,298929,200304,220336,167333],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,464572,302302,246354,263400,237473,248381,163519,158597,138574],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,120031,101964,84030,61811,74777,50548,36785,61739,28759]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2024,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":53,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":53,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":55356430,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":44946970,"Total revenue":44946970,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10353994,"Investment income total":3234750,"Net investment gain":7119244,"Income from invest bond proceeds":0},"Other revenues":{"value":55466,"Other total":55466,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":53685060,"Grant expense":{"value":412500,"Grants to domestic orgs":200000,"Grants to domestic individuals":212500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28503642,"Benefits paid to members Total":28503642},"Salaries":{"value":6596752,"Current officers":1644465,"Disqualified persons":0,"Other salaries and wages":3356424,"Pension plan contributions":443001,"Other employee benefits":834954,"Payroll taxes":317908},"Other expenses":{"value":18172166,"Management services":0,"Legal":221101,"Accounting":88611,"Lobbying services":0,"Investment management fees":77898,"Other services":1460238,"Advertising":5492647,"Office expenses":674895,"Information technology":3414859,"Royalties":0,"Occupancy":168569,"Travel":0,"Conferences and meetings":552211,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":957586,"Insurance":109424,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4814602,"MEMBER REFUNDS":4240218,"MEMBER PROGRAMS":392470,"TAXES & LICENSES":114359,"DUES & MEMBERSHIPS":67555},"All other expenses":139525},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":129386605,"Non-interest bearing cash":3778200,"Savings and temp cash investments":183381,"Pledges and grants receivable":0,"Accounts receivable":6979141,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":343603,"Land, building, equipment":8923091,"Investments publicly traded":85374194,"Investments other":22082287,"Investments program related":0,"Intangible assets":0,"Other assets":1722708},"Liabilities":{"value":4381971,"Sum of Total Liabilities":0,"Accounts payable, accrued":4378086,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3885},"Fund balance":{"value":125004634,"Net assets without donor restriction":125004634,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03019287912894672,"percentile":0.478372031265954},"Liabilities to Assets Ratio":{"score":0.03386726933595638,"percentile":0.4198396350246545},"Operating Reserve Ratio":{"score":2.41010450579733,"percentile":0.6627391573480693},"Officer Compensation Ratio":{"score":0.052968479498765576,"percentile":0.7423663534951823},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04257343838319814,"percentile":0.5740060265671776},"Asset Growth":{"score":0.007383984233407404,"percentile":0.35079105322461673},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.57066023643201,"percentile":0.5188590553963567}},"source_xml":"202531339349300828_public.xml"},{"Organization":{"value":null,"Person":["DOUGLAS GOODELL","KEVIN MAHONEY","LAMAR DUNN","PATRICIA BAK","JAMES BRENT","JONATHAN CANTOR","JAY COOPER","GEORGE GODDING","KEVIN COOKE","WINONA LAKE-SCOTT","PAUL POLLOCK","JEAN MOODY-WILLIAMS","CHRISTI GRIMM","M SHANE CANFIELD","LAURA LEE","STACY OUTLAW","ANTHONY ZERANTE","PAUL MYCHALUS","BRANDON JONES","CLARA CHAMBLISS","STEPHANIE BAKER"],"Title":["PRESIDENT","VP/CHAIR GOVERNANCE COMM","SECRETARY/TREASURER/FINANC","PRODUCTS & SERVICES CHAIR","FINANCE/PROD & SERVICES COMM","FINANCE, IT COMMITTEES","GOVERNANCE, IT COMMITTEES","FINANCE, IT COMMITTEES","IT, PROD & SERVICES COMM","GOV, PROD & SERVICE COMMIT","FINANCE, GOVERNANCE COMMIT","FINANCE, GOVERNANCE COMMIT","FINANCE, GOVERNANCE COMMIT","CEO","SVP FINANCE & ADMINISTRATION","SVP MARKETING","SVP STRATEGIC OPERATIONS","DIRECTOR IT OPERATIONS","CIO","FINANCIAL ACCOUNTING MANAGER","SVP MEMBER BILLING SERVICES"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,371444,277046,239288,227177,216972,308185,204384,265465],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,303114,207886,200341,191714,148944,241772,148337,205074],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,68330,69160,38947,35463,68028,66413,56047,60391]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2020,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":38,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":38,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":43014326,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":37263235,"Total revenue":{"value":37263235,"EARNED PREMIUMS":37261625,"MEMBERSHIP FEES":1610},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5730987,"Investment income total":1828523,"Net investment gain":3902464,"Income from invest bond proceeds":0},"Other revenues":{"value":20104,"Other total":20104,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":41991615,"Grant expense":{"value":175000,"Grants to domestic orgs":0,"Grants to domestic individuals":175000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":22118513,"Benefits paid to members Total":22118513},"Salaries":{"value":4756670,"Current officers":887778,"Disqualified persons":0,"Other salaries and wages":2741755,"Pension plan contributions":411391,"Other employee benefits":489348,"Payroll taxes":226398},"Other expenses":{"value":14941432,"Management services":0,"Legal":200203,"Accounting":116136,"Lobbying services":0,"Investment management fees":111539,"Other services":861556,"Advertising":5039515,"Office expenses":526689,"Information technology":1585816,"Royalties":0,"Occupancy":193437,"Travel":0,"Conferences and meetings":44150,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":456671,"Insurance":77513,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":5710728,"MEMBER DISTRIBUTION":5296190,"MEMBER PROGRAMS":202429,"MISCELLANEOUS FEES":147035,"TAXES":65074},"All other expenses":17479},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":161480070,"Non-interest bearing cash":4128120,"Savings and temp cash investments":92017,"Pledges and grants receivable":0,"Accounts receivable":6056003,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":381143,"Land, building, equipment":8244226,"Investments publicly traded":118708649,"Investments other":23119912,"Investments program related":0,"Intangible assets":0,"Other assets":750000},"Liabilities":{"value":3702154,"Sum of Total Liabilities":0,"Accounts payable, accrued":3702154,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":157777916,"Net assets without donor restriction":157777916,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.023776055447201475,"percentile":0.46209809119365663},"Liabilities to Assets Ratio":{"score":0.022926383423044094,"percentile":0.4484129422695921},"Operating Reserve Ratio":{"score":3.8455313042853914,"percentile":0.7615648251233413},"Officer Compensation Ratio":{"score":0.05024719816087093,"percentile":0.7555303980812162},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.038359723570959646,"percentile":0.5547619427574106},"Asset Growth":{"score":0.03730337315234799,"percentile":0.47627653373712825},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5823124955448997,"percentile":0.5532932177395211}},"source_xml":"202101659349301070_public.xml"},{"Organization":{"value":null,"Person":["DOUGLAS GOODELL","KEVIN E MAHONEY","LAMAR DUNN","JAMES BRENT JR","TIA N BUTLER","KEVIN COOKE","WINONA LAKE SCOTT","JOEL LOVELACE","JEAN MOODY-WILLIAMS","PAUL A POLLOCK","EMILY SU","GREGG TREML","M SHANE CANFIELD","LAURA LEE","BRANDON JONES","STACY OUTLAW","STEPHANIE BAKER","ANTHONY ZERANTE","ERICA NELSON","ANNE BETTS","ROBERT RODGERS"],"Title":["PRESIDENT","VP/CHAIR GOVERNANCE COMM","SECRETARY/TREASURER/FINANCE CHAIR","FINANCE/PROD & SERVICES COMM","DIRECTOR","IT, PROD & SERVICES COMMITTEE","GOVERNANCE, PROD & SERVICES COMM","DIRECTOR","FINANCE, GOVERNANCE COMMITTEES","FINANCE, GOVERNANCE COMMITTEES","DIRECTOR","DIRECTOR","CEO","CFO","CIO","CMO","CXO","CSO","DIRECTOR, IT","EXECUTIVE ASSISTANT TO THE CEO","SECURITY ENGINEER"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[1050,1611,1541,1339,620,1442,0,1142,876,1452,1477,1460,431503,335907,332634,276792,281025,263281,170800,156828,160265],"Direct compensation":[1050,1611,1541,1339,620,1442,0,1142,876,1452,1477,1460,343112,252770,258574,210389,218302,220166,130117,128451,126074],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,88391,83137,74060,66403,62723,43115,40683,28377,34191]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2022,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":54,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":54,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41468424,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":38242009,"Total revenue":38242009,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3226415,"Investment income total":2695837,"Net investment gain":530578,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":54590400,"Grant expense":{"value":210625,"Grants to domestic orgs":0,"Grants to domestic individuals":210625,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":29594585,"Benefits paid to members Total":29594585},"Salaries":{"value":5466054,"Current officers":1376836,"Disqualified persons":0,"Other salaries and wages":2844521,"Pension plan contributions":402449,"Other employee benefits":562095,"Payroll taxes":280153},"Other expenses":{"value":19319136,"Management services":0,"Legal":112277,"Accounting":91384,"Lobbying services":0,"Investment management fees":80816,"Other services":862767,"Advertising":5141728,"Office expenses":515720,"Information technology":5193158,"Royalties":0,"Occupancy":167625,"Travel":0,"Conferences and meetings":427993,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":500783,"Insurance":108659,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4472149,"MEMBER REFUNDS":3832385,"MEMBER PROGRAMS":426829,"SPONSORSHIPS":138700,"TAXES & LICENSES":74235},"All other expenses":1644077},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":126432611,"Non-interest bearing cash":3620902,"Savings and temp cash investments":88871,"Pledges and grants receivable":0,"Accounts receivable":594218,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":312967,"Land, building, equipment":8267778,"Investments publicly traded":91332079,"Investments other":20409940,"Investments program related":0,"Intangible assets":0,"Other assets":1805856},"Liabilities":{"value":5692396,"Sum of Total Liabilities":0,"Accounts payable, accrued":5661411,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":30985},"Fund balance":{"value":120740215,"Net assets without donor restriction":120740215,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.3164329563139414,"percentile":0.1085186130985948},"Liabilities to Assets Ratio":{"score":0.04502316257630715,"percentile":0.3972281898881247},"Operating Reserve Ratio":{"score":2.316022798880389,"percentile":0.6530709083740363},"Officer Compensation Ratio":{"score":0.04438591767050617,"percentile":0.7848254521141639},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.036267694414868434,"percentile":0.5448586741160255},"Asset Growth":{"score":0.022557924907426596,"percentile":0.41466659302511727},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5030264192998224,"percentile":0.32903419598058786}},"source_xml":"202321349349300787_public.xml"},{"Organization":{"value":null,"Person":["KEVIN MAHONEY","DOUGLAS GOODELL","KEVIN COOKE","GREGG TREML","JAMES BRENT","TIA BUTLER","ERIC HILL","LAMAR DUNN","EMILY SU","PAUL POLLOCK","JOEL LOVELACE","JEAN MOODY-WILLIAMS","M SHANE CANFIELD","LAURA LEE","STACY OUTLAW","STEPHANIE BAKER","ANTHONY ZERANTE","MICHELE SMITH","ERICA MACK NELSON","MOHAMMAD BASHSHITI"],"Title":["PRESIDENT","DIRECTOR","VICE PRESIDENT","SECRETARY-TREASURER, FINANCE CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR, CHAIR GOVERNANCE COMM","DIRECTOR","DIRECTOR","CEO","CFO","CMO","CXO","CSO","MARKETING DIRECTOR","IT DIRECTOR","CONTOLLER"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,499367,375638,303004,301077,284996,209084,174642,164726],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,401779,282463,229118,232363,238263,152722,128700,135203],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,97588,93175,73886,68714,46733,56362,45942,29523]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2023,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":50,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":47907472,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":41853076,"Total revenue":41853076,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6015712,"Investment income total":2502831,"Net investment gain":3512881,"Income from invest bond proceeds":0},"Other revenues":{"value":38684,"Other total":38684,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":54953654,"Grant expense":{"value":302500,"Grants to domestic orgs":100000,"Grants to domestic individuals":202500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":29648213,"Benefits paid to members Total":29648213},"Salaries":{"value":5790474,"Current officers":1178009,"Disqualified persons":0,"Other salaries and wages":3242156,"Pension plan contributions":422517,"Other employee benefits":663342,"Payroll taxes":284450},"Other expenses":{"value":19212467,"Management services":0,"Legal":143543,"Accounting":93617,"Lobbying services":0,"Investment management fees":79561,"Other services":1536626,"Advertising":5177679,"Office expenses":513115,"Information technology":3586721,"Royalties":0,"Occupancy":180116,"Travel":0,"Conferences and meetings":544749,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":695100,"Insurance":112758,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":6339517,"MEMBER REFUNDS":3848205,"ACQUISITION FEES":2100000,"MEMBER PROGRAMS":373312,"SPONSORSHIPS":18000},"All other expenses":209365},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":127034613,"Non-interest bearing cash":3677590,"Savings and temp cash investments":103816,"Pledges and grants receivable":0,"Accounts receivable":2855345,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":395016,"Land, building, equipment":9884470,"Investments publicly traded":85218175,"Investments other":23113178,"Investments program related":0,"Intangible assets":0,"Other assets":1787023},"Liabilities":{"value":4607233,"Sum of Total Liabilities":0,"Accounts payable, accrued":4591477,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":15756},"Fund balance":{"value":122427380,"Net assets without donor restriction":122427380,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.14707897757577357,"percentile":0.1831087788705966},"Liabilities to Assets Ratio":{"score":0.0362675407213623,"percentile":0.4145326457271239},"Operating Reserve Ratio":{"score":2.311668174058089,"percentile":0.6526208510912626},"Officer Compensation Ratio":{"score":0.04208153292226937,"percentile":0.7966415422942672},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.03723512819624188,"percentile":0.5494467714358746},"Asset Growth":{"score":0.012910441945663705,"percentile":0.37395674082314617},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.516718424897455,"percentile":0.36472146233598507}},"source_xml":"202431319349300443_public.xml"},{"Organization":{"value":null,"Person":["GEORGE GODDING","MADGE GAZZOLA","JANICE HAITH","AMY NORTHCUTT","ANTON PORTER","CHARLES SCHNEIDER","ELIZABETH KOLMSTETER","PATRICIA BAK","COLLEEN COGGINS","MONTGOMERY SHANE CANFIELD","JOHN MONTAGUE JR","GREGORY AUGUST","ANTHONY ZERANTE","VIRGINIA ZERANTE"],"Title":["PRESIDENT(11/15-PRESENT)","PRESIDENT(4/1-11/15)","VP FINANCE/TREASURER","VP GOVERNANCE/SECRETARY","AUDIT COMMITTEE CHAIR","FINANCE COMMITTEE","GOVERNANCE COMMITTEE","GOVERNANCE COMMITTEE","GOVERNANCE COMMITTEE","CEO (3/14/16-PRESENT)","EXECUTIVE DIRECTOR (LEFT 7/31)","CIO","OFFICE OPERATIONS MANAGER","PREMIUM PAYMENTS MANAGER"],"Hours":[5.0,5.0,5.0,5.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,424874,199010,121662,163095],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,398454,151882,100515,116649],"Other compensation":[0,0,0,0,0,0,0,0,0,0,26420,47128,21147,46446]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of federal civilian employees.","year":2015,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2015-04-01T00:00:00","tax_period_end":"2016-03-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":18,"Total Gross UBI":1155,"Net unrelated business taxable income":0,"Number of employees":18,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":33758108,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":31046512,"Total revenue":{"value":31046512,"EARNED PREMIUMS":31045742,"MEMBERSHIP FEES":770},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2710441,"Investment income total":2026595,"Net investment gain":683846,"Income from invest bond proceeds":0},"Other revenues":{"value":1155,"Other total":0,"Royalties revenue":0,"Net rental income":1155,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":34096976,"Grant expense":{"value":169750,"Grants to domestic orgs":0,"Grants to domestic individuals":169750,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":20817745,"Benefits paid to members Total":20817745},"Salaries":{"value":2072402,"Current officers":589778,"Disqualified persons":0,"Other salaries and wages":1058038,"Pension plan contributions":146124,"Other employee benefits":171909,"Payroll taxes":106553},"Other expenses":{"value":11037079,"Management services":0,"Legal":283459,"Accounting":32000,"Lobbying services":0,"Investment management fees":90893,"Other services":372853,"Advertising":1045151,"Office expenses":346346,"Information technology":441616,"Royalties":0,"Occupancy":170439,"Travel":0,"Conferences and meetings":104498,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":264095,"Insurance":70678,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":7810654,"MEMBER DISTRIBUTION":7680040,"TAXES":115342,"MISCELLANEOUS FEES":9919,"PAYROLL FEE":5353},"All other expenses":4397},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":120583398,"Non-interest bearing cash":3652978,"Savings and temp cash investments":122104,"Pledges and grants receivable":0,"Accounts receivable":7066906,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":99098,"Land, building, equipment":7346763,"Investments publicly traded":102292172,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3377},"Liabilities":{"value":352129,"Sum of Total Liabilities":0,"Accounts payable, accrued":352129,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":120231269,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":120231269,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.010038121804693557,"percentile":0.3602760645234791},"Liabilities to Assets Ratio":{"score":0.0029202112881244234,"percentile":0.5467979034237742},"Operating Reserve Ratio":{"score":3.5364836459397453,"percentile":0.7458128202262655},"Officer Compensation Ratio":{"score":0.026648726854838975,"percentile":0.877508550475276},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.018570378030040188,"percentile":0.4573511045113584},"Asset Growth":{"score":-0.030433083840788265,"percentile":0.21183729965036152},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5497405238799112,"percentile":0.45650143199030957}},"source_xml":"201642609349300319_public.xml"},{"Organization":{"value":null,"Person":["GEORGE GODDING","DOUGLAS GOODELL","JONATHAN CANTOR","PATRICIA BAK","ANDREW LAMAR DUNN","KEVIN MAHONEY","JAY COOPER","JANCIE HAITH","WINONA LAKE-SCOTT","PAUL POLLOCK","MARY PLETCHER","ANDREW PUGH","M SHANE CANFIELD","ANTHONY ZERANTE","STACY OUTLAW","PAUL MYCHALUS","BRANDON JONES"],"Title":["PRESIDENT","VP","TREASURER/FINANCE CHAIR","PRODUCTS & SERVICES CHAIR","IT CHAIR","GOVERNANCE CHAIR","FINANCE, GOVERNANCE COMMITTEES","FINANCE, GOVERNANCE, IT COMMITTEES","GOVERNANCE, PROD & SERVICES COMMITTEES","FINANCE, GOVERNANCE, PROD & SERV COMMITTEES","FINANCE, GOVERNANCE COMMITTEES","DIRECTOR","CEO","DIRECTOR STRATEGIC OPERATIONS","DIRECTOR MARKETING","DIRECTOR IT OPERATIONS","CIO"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,35.0,35.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,342705,170810,171874,193741,159377],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,266365,141792,142287,131897,124287],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,76340,29018,29587,61844,35090]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2018,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":24,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":24,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41803345,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":32867341,"Total revenue":{"value":32867341,"EARNED PREMIUMS":32867184,"MEMBERSHIP FEES":157},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8904202,"Investment income total":3821386,"Net investment gain":5082816,"Income from invest bond proceeds":0},"Other revenues":{"value":31802,"Other total":31802,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35252067,"Grant expense":{"value":178750,"Grants to domestic orgs":0,"Grants to domestic individuals":178750,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":19620181,"Benefits paid to members Total":19620181},"Salaries":{"value":2747840,"Current officers":502082,"Disqualified persons":0,"Other salaries and wages":1584032,"Pension plan contributions":228033,"Other employee benefits":292128,"Payroll taxes":141565},"Other expenses":{"value":12705296,"Management services":0,"Legal":107907,"Accounting":32000,"Lobbying services":0,"Investment management fees":111714,"Other services":423428,"Advertising":3613319,"Office expenses":587823,"Information technology":749219,"Royalties":0,"Occupancy":103031,"Travel":0,"Conferences and meetings":257031,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":358510,"Insurance":69682,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":6264659,"MEMBER DISTRIBUTION":6073517,"TAXES":105759,"MISCELLANEOUS FEES":66169,"PAYROLL FEE":19214},"All other expenses":26973},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":136576955,"Non-interest bearing cash":8166055,"Savings and temp cash investments":89821,"Pledges and grants receivable":0,"Accounts receivable":7000172,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":86568,"Land, building, equipment":7174810,"Investments publicly traded":114056513,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3016},"Liabilities":{"value":3495941,"Sum of Total Liabilities":0,"Accounts payable, accrued":3495941,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":133081014,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":133081014,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.15671659767896565,"percentile":0.7072696216728259},"Liabilities to Assets Ratio":{"score":0.025596858562266234,"percentile":0.4406618045893945},"Operating Reserve Ratio":{"score":3.8742963639550556,"percentile":0.7629299517264557},"Officer Compensation Ratio":{"score":0.029459464036534367,"percentile":0.8626849591242595},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.034126393374549806,"percentile":0.5346687193838713},"Asset Growth":{"score":0.024319444394221068,"percentile":0.42211354797975903},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6291856829354271,"percentile":0.6878949072501046}},"source_xml":"201933049349300103_public.xml"},{"Organization":{"value":null,"Person":["MADGE BOLINGER GAZZOLA","CHARLES H SCHNEIDER","ELIZABETH KOLMSTETTER","COLLEEN COGGINS","JANICE HAITH","AMY NORTHCUTT","LARRY GROSS","JERRY WILLIAMS","PATRICIA BAK","GEORGE GODDING","ANTON PORTER","KRISTIA WASCHULL","JOHN W MONTAGUE JR","VIRGINIA ZERANTE","MARK CARROLL"],"Title":["PRESIDENT","VICE PRESIDENT","CHAIR, TECHNOLOGY COMMITTE","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY AND TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXEC DIRECTOR & ASST SECRE","PREMIUM ACCOUNTING MANAGER","IT DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0],"Total Compensation":[1463,1569,1658,1643,1502,1548,1590,1590,0,1307,1474,1272,269056,148453,124024],"Direct compensation":[1463,1569,1658,1643,1502,1548,1590,1590,0,1307,1474,1272,234972,129090,108076],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,34084,19363,15948]},"Basic":{"value":null,"mission":"Provide employees of governmental agencies low-cost group term life and accidental death and dismemberment insurance.","year":2013,"name":"WORLDWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JOHN W MONTAGUE","year_formation":1973,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2013-04-01T00:00:00","tax_period_end":"2014-03-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":13,"Total Gross UBI":7635,"Net unrelated business taxable income":6635,"Number of employees":13,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":32498431,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":29917103,"Total revenue":{"value":29917103,"EARNED PREMIUMS":29910153,"MEMBERSHIP FEES":3668,"LTC COMMISSIONS":3030,"OTHER":252},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2573693,"Investment income total":1670362,"Net investment gain":903331,"Income from invest bond proceeds":0},"Other revenues":{"value":7635,"Other total":0,"Royalties revenue":0,"Net rental income":7635,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":29821400,"Grant expense":{"value":192000,"Grants to domestic orgs":0,"Grants to domestic individuals":192000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":17488412,"Benefits paid to members Total":17488412},"Salaries":{"value":1443717,"Current officers":267541,"Disqualified persons":0,"Other salaries and wages":819854,"Pension plan contributions":126521,"Other employee benefits":151690,"Payroll taxes":78111},"Other expenses":{"value":10697271,"Management services":0,"Legal":24972,"Accounting":34670,"Lobbying services":0,"Investment management fees":108180,"Other services":10010,"Advertising":941616,"Office expenses":93992,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":4803,"Conferences and meetings":164859,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":258449,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":7822690,"FEDERAL UNRELATED BUSIN":958,"PREMIUM REFUNDS":7227691,"TEMPORARY HELP/CONSULTA":320657,"INSURANCE":273384},"All other expenses":1233030},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":128171691,"Non-interest bearing cash":6360583,"Savings and temp cash investments":27560,"Pledges and grants receivable":0,"Accounts receivable":8149950,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":153934,"Land, building, equipment":7692376,"Investments publicly traded":105784565,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2723},"Liabilities":{"value":9323332,"Sum of Total Liabilities":0,"Accounts payable, accrued":5285562,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4037770},"Fund balance":{"value":118848359,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":118848359,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0823741613864374,"percentile":0.5914858094446366},"Liabilities to Assets Ratio":{"score":0.07274096118463476,"percentile":0.35559142983090064},"Operating Reserve Ratio":{"score":4.297976989678553,"percentile":0.7813723978474045},"Officer Compensation Ratio":{"score":0.018716391584566786,"percentile":0.9189508226184796},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6292293974735065,"percentile":0.6880088985183735}},"source_xml":"201442679349300339_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["KEVIN MAHONEY","DOUGLAS GOODELL","KEVIN COOKE","GREGG TREML","JAMES BRENT","TIA BUTLER","ERIC HILL","LAMAR DUNN","EMILY SU","PAUL POLLOCK","JOEL LOVELACE","JEAN MOODY-WILLIAMS","PAUL HUANG","WINONA LAKE","JAMIE FRENCH","M SHANE CANFIELD","LAURA LEE","STACY OUTLAW","DAVID WEST","STEPHANIE BAKER","ANTHONY ZERANTE","ANNE BETTS","MICHELE SMITH","NAQEEB ULLAH"],"Title":["PRESIDENT THROUGH 08/02/24","DIRECTOR THROUGH 08/02/24","VICE PRESIDENT","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 08/02/24","DIRECTOR","PRES EFF. AUG.24 /DIR THROUGH AUG.24","SECRETARY","DIRECTOR","DIRECTOR EFF. 08/03/24","DIRECTOR","DIRECTOR EFF. 08/03/24","CEO","CFO","CMO","CIO","CXO","CSO","CHIEF OF STAFF","DIRECTOR MARKETING","DIRECTOR IT"],"Hours":[5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,584603,404266,330384,325211,312250,298929,200304,220336,167333],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,464572,302302,246354,263400,237473,248381,163519,158597,138574],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,120031,101964,84030,61811,74777,50548,36785,61739,28759]},"Basic":{"value":null,"mission":"Waepa is a non-profit association formed to promote the health, welfareand financial well-being of its members.","year":2024,"name":"WORLWIDE ASSURANCE FOR EMPLOYEES OF PUBLIC AGENCIES INC","phone":7037908010,"website":"WWW.WAEPA.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MONTGOMERY SHANE CANFIELD","year_formation":1943,"state_legal_domicile":"VA","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"433 PARK AVENUE, FALLS CHURCH, VA, 22046, USA","city":"FALLS CHURCH","state":"VA","country":"USA","zip_code":22046},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":53,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":53,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":55356430,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":44946970,"Total revenue":44946970,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10353994,"Investment income total":3234750,"Net investment gain":7119244,"Income from invest bond proceeds":0},"Other revenues":{"value":55466,"Other total":55466,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":53685060,"Grant expense":{"value":412500,"Grants to domestic orgs":200000,"Grants to domestic individuals":212500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28503642,"Benefits paid to members Total":28503642},"Salaries":{"value":6596752,"Current officers":1644465,"Disqualified persons":0,"Other salaries and wages":3356424,"Pension plan contributions":443001,"Other employee benefits":834954,"Payroll taxes":317908},"Other expenses":{"value":18172166,"Management services":0,"Legal":221101,"Accounting":88611,"Lobbying services":0,"Investment management fees":77898,"Other services":1460238,"Advertising":5492647,"Office expenses":674895,"Information technology":3414859,"Royalties":0,"Occupancy":168569,"Travel":0,"Conferences and meetings":552211,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":957586,"Insurance":109424,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4814602,"MEMBER REFUNDS":4240218,"MEMBER PROGRAMS":392470,"TAXES & LICENSES":114359,"DUES & MEMBERSHIPS":67555},"All other expenses":139525},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":129386605,"Non-interest bearing cash":3778200,"Savings and temp cash investments":183381,"Pledges and grants receivable":0,"Accounts receivable":6979141,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":343603,"Land, building, equipment":8923091,"Investments publicly traded":85374194,"Investments other":22082287,"Investments program related":0,"Intangible assets":0,"Other assets":1722708},"Liabilities":{"value":4381971,"Sum of Total Liabilities":0,"Accounts payable, accrued":4378086,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3885},"Fund balance":{"value":125004634,"Net assets without donor restriction":125004634,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03019287912894672,"percentile":0.478372031265954},"Liabilities to Assets Ratio":{"score":0.03386726933595638,"percentile":0.4198396350246545},"Operating Reserve Ratio":{"score":2.41010450579733,"percentile":0.6627391573480693},"Officer Compensation Ratio":{"score":0.052968479498765576,"percentile":0.7423663534951823},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04257343838319814,"percentile":0.5740060265671776},"Asset Growth":{"score":0.007383984233407404,"percentile":0.35079105322461673},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.57066023643201,"percentile":0.5188590553963567}},"source_xml":"202531339349300828_public.xml"},"sector":"Mutual/Membership Benefit","donation_categories":[],"zakat_policy":null},"error":null}