Nonprofit · EIN 85-2636910
WATER FINANCE EXCHANGE INC
Tax-exempt · WASHINGTON, DC 20004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,494,348 | $2,979,981 | -$485,633 | $3,805,222 | $131,570 | $3,673,652 |
| December 31, 2024 | 990 | $3,611,496 | $2,131,411 | $1,480,085 | $4,237,437 | $66,183 | $4,171,254 |
| December 31, 2023 | 990 | $2,807,340 | $1,457,275 | $1,350,065 | $4,684,372 | $1,993,203 | $2,691,169 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,144,457
- Program service revenue
- $241,068
- Investment income
- $108,823
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $580,882
- Other salaries and wages
- $836,262
- Salaries, compensation and benefits (total)
- $1,639,318
- Professional fundraising fees
- $0
- Legal fees
- $56,031
- Accounting fees
- $54,122
- Occupancy
- $13,627
- Travel
- $166,655
- Program services (functional)
- $1,519,693
- Management and general (functional)
- $1,460,288
Balance sheet and other
- Total assets, start of year
- $4,237,437
- Total assets, end of year
- $3,805,222
- Total liabilities, end of year
- $131,570
- Net assets, end of year
- $3,673,652
- Gross receipts
- $2,494,348
- Employees
- 12
- Volunteers
- 8
- Year formed
- 2020
- State of legal domicile
- DE
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROGELIO RODRIGUEZ | DIRECTOR, TX INFRASTRUCTUR Key employee | 40 | $272,000 | $26,550 | $63,882 |
| F HENRY HABICHT II | PRESIDENT & EX. DIRECTOR Trustee or director, Officer | 25 | $245,000 | $0 | $0 |
| BRENT FEWELL | SECRETARY Trustee or director, Officer | 25 | $0 | $215,000 | $0 |
| BRENDAN MCGINNIS | TREASURER Officer | 25 | $0 | $164,000 | $0 |
| ADAM KRANTZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MANNY TEODORO | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM TEICHMILLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LAURA HUFFMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| SUSAN BODINE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MONICA ELLIS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| USHA ROA-MONARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSH LOHMER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROGELIO RODRIGUEZ | DIRECTOR, TX INFRASTRUCTUR Key employee | 40 | $258,898 | $0 | $40,345 |
| F HENRY HABICHT II | PRESIDENT & EX. DIRECTOR Trustee or director, Officer | 25 | $245,000 | $0 | $0 |
| BRENT FEWELL | SECRETARY Trustee or director, Officer | 25 | $0 | $214,167 | $0 |
| BRENDAN MCGINNIS | TREASURER Officer | 10 | $0 | $153,500 | $0 |
| ADAM KRANTZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JENNIFER KURZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM TEICHMILLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LAURA HUFFMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MONICA ELLIS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| USHA RAO-MONARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROGELIO RODRIGUEZ | DIRECTOR, TX INFRASTRUCTURE Key employee | 40 | $233,333 | $0 | $35,220 |
| F HENRY HABICHT II | PRESIDENT & EX. DIRECTOR Trustee or director, Officer | 25 | $232,917 | $0 | $0 |
| BRENT FEWELL | SECRETARY Trustee or director, Officer | 25 | $0 | $202,917 | $0 |
| BRENDAN MCGINNIS | TREASURER Officer | 10 | $0 | $141,916 | $0 |
| ADAM KRANTZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JENNIFER KURZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM TEICHMILLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LAURA HUFFMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MONICA ELLIS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| USHA RAO-MONARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1455 PENNSYLVANIA AVE NW STE 400, WASHINGTON, DC 20004-1017
- Principal officer (990 for 2025)
- F HENRY HABICHT, 900 BISON TRAIL, DALLAS, TX 75208
- Signed the 990
- F HENRY HABICHT, PRESIDENT & EXECUTIVE DIRECTOR
- Phone
- (618) 806-6864
- Website
- WWW.WATERFX.ORG
- Return prepared by
- COUNCILOR BUCHANAN & MITCHELL PC
Mission
THE WATER FINANCE EXCHANGE'S (WFX) OBJECTIVE IS TO SIGNIFICANTLY INCREASE FUNDING SOLUTIONS IN THE U.S. WATER, WASTEWATER AND STORMWATER SYSTEMS, WITH EMPHASIS ON RURAL AND DISADVANTAGED COMMUNITIES.
Program accomplishments
- COMMUNITY SUPPORT: WATER TECHNICAL ASSISTANCE: WATER FINANCE EXCHANGE PROVIDES TECHNICAL ASSISTANCE TO SMALL, RURAL, AND UNDERSERVED COMMUNITIES SEEKING TO IMPROVE DRINKING WATER, WASTEWATER, AND STORMWATER INFRASTRUCTURE. SERVICES INCLUDE PROBLEM IDENTIFICATION, GOVERNANCE AND COMPLIANCE ASSESSMENTS, FINANCIAL AND RATE ANALYSES, CAPITAL IMPROVEMENT PLANNING, PROJECT DEVELOPMENT, FUNDING AND FINANCING APPLICATION SUPPORT, AND SUSTAINABILITY PLANNING. THROUGH THIS PROGRAM, COMMUNITIES RECEIVE THE EXPERTISE AND CAPACITY NEEDED TO IDENTIFY, PRIORITIZE, FINANCE, AND ADVANCE INFRASTRUCTURE SOLUTIONS THAT PROTECT PUBLIC HEALTH, SUPPORT ECONOMIC DEVELOPMENT, AND IMPROVE ENVIRONMENTAL OUTCOMES.Expenses $1,358,234 · grants $14,440 · revenue $191,068
- COMMUNITY ENGAGEMENT AND WORKSHOPS: WATER FINANCE EXCHANGE CONVENES WORKSHOPS, PROVIDES TRAINING MATERIALS, AND LEADS STAKEHOLDER ENGAGEMENT ACTIVITIES THAT CONNECT COMMUNITIES WITH FUNDING AND REGULATORY AGENCIES, TECHNICAL ASSISTANCE PROVIDERS, AND WATER SECTOR EXPERTS. THESE EVENTS PROVIDE INFORMATION ON INFRASTRUCTURE FUNDING OPPORTUNITIES, REGULATORY REQUIREMENTS, BEST PRACTICES, AND REGIONAL COLLABORATION STRATEGIES. THE PROGRAM BUILDS LOCAL CAPACITY, PROMOTES KNOWLEDGE SHARING, AND HELPS COMMUNITIES DEVELOP SUSTAINABLE APPROACHES TO ADDRESSING WATER AND WASTEWATER INFRASTRUCTURE CHALLENGES.Expenses $119,462 · grants $1,203 · revenue $50,000
- COMMUNITY FINANCIAL SERVICES: WATER FINANCE EXCHANGE PROVIDES INNOVATIVE FINANCIAL SERVICES THAT HELP COMMUNITIES OVERCOME BARRIERS TO INFRASTRUCTURE INVESTMENT. SERVICES INCLUDE PRE-DEVELOPMENT FUNDING, GRANT ASSISTANCE, BRIDGE FINANCING, FORGIVABLE LOANS, CREDIT ENHANCEMENT SUPPORT, AND OTHER FINANCING TOOLS THAT ENABLE COMMUNITIES TO COMPLETE PLANNING, ENGINEERING, ENVIRONMENTAL REVIEW, AND OTHER ACTIVITIES NECESSARY TO SECURE LARGER SOURCES OF PROJECT FUNDING. THE PROGRAM EXPANDS ACCESS TO AFFORDABLE CAPITAL AND ACCELERATES THE IMPLEMENTATION OF CRITICAL WATER AND WASTEWATER INFRASTRUCTURE IMPROVEMENTS.Expenses $41,997 · grants $36,357
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
- 85-2636910
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C32)
- Assets (IRS master file)
- $3,805,222
- Income (IRS master file)
- $2,494,348
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,494,348 | $2,979,981 | $3,805,222 | XML |
| 990 | December 2024 | $3,611,496 | $2,131,411 | $4,237,437 | XML |
| 990 | December 2023 | $2,807,340 | $1,457,275 | $4,684,372 | XML |
| 990 | December 2022 | $149,293 | $1,246,502 | $1,414,154 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 85-2636910).
Questions about WATER FINANCE EXCHANGE INC
- What is the EIN of WATER FINANCE EXCHANGE INC?
- The employer identification number (EIN) of WATER FINANCE EXCHANGE INC is 85-2636910.
- Is WATER FINANCE EXCHANGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to WATER FINANCE EXCHANGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WATER FINANCE EXCHANGE 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 WATER FINANCE EXCHANGE 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 WATER FINANCE EXCHANGE 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 WATER FINANCE EXCHANGE INC?
- The 990 for the year ended December 31, 2025 names F HENRY HABICHT.
- Who are the officers and directors of WATER FINANCE EXCHANGE INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $272,000 (ROGELIO RODRIGUEZ, DIRECTOR, TX INFRASTRUCTUR).
- How much revenue does WATER FINANCE EXCHANGE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,494,348, expenses of $2,979,981 and total assets of $3,805,222 at year end.
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